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Customize your Infusionsoft and SailPoint integration with the following
triggers and actions.
Triggers
When this happens…
Infusionsoft
- New companyCompany is created in Infusionsoft
- New contactContact is created in Infusionsoft
- New orderOrder is created in Infusionsoft
- New opportunityOpportunity is created in Infusionsoft
- New paymentNew payment in Infusionsoft
- New tag assigned to contactTag assigned to contact is created in Infusionsoft
- New/updated contactContact is new or updated in Infusionsoft
- New/updated orderOrder is new or updated in Infusionsoft
- New/updated noteNote is created or updated in Infusionsoft
- New/updated productProduct is new or updated in Infusionsoft
- Product createdProduct created is created in Infusionsoft
- Updated contactContact is updated in Infusionsoft
- Updated orderOrder is updated in Infusionsoft
- Updated opportunityOpportunity is updated in Infusionsoft
Any other trigger you can think up
SailPoint
- Access Request Dynamic Approval Real-timeRoute an access request to an additional approval step by an identity or a governance group.
- Access Request Postapproval Real-timeAn access request has passed all approval steps and is ready to be provisioned.
- Access Request Preapproval Real-timeApprove or deny an access request before it is sent to the first approver.
- Account Aggregation Completed Real-timeAn account aggregation operation has completed.
- Identity Attributes Changed Real-timeOne or more attributes for an identity have changed
- Identity Deleted Real-timeAn identity has been deleted in Identity Now.
- New Identity Created Real-timeA new identity has been created in Identity Now.
- Saved Search Completed Real-timeA report generated from a saved search subscription is available to be processed
Any other trigger you can think up
Actions
Do this…
Infusionsoft
- Custom actionCustom action in Infusionsoft (Custom)
- Add line item to OrderAdd line item to order in Infusionsoft
- Add payment to orderAdd payment to invoice in Infusionsoft
- Add tax to orderAdd tax to order in Infusionsoft
- Assign tag to contactAssign tag to contact in Infusionsoft
- Charge an invoiceCharge an invoice in Infusionsoft
- Create companyCreate company in Infusionsoft
- Create contactCreate contact in Infusionsoft
- Create noteCreate note in Infusionsoft
- Create opportunityCreate opportunity in Infusionsoft
- Create orderCreate order in Infusionsoft
- Create productCreate product in Infusionsoft
- Create TaskCreate task in Infusionsoft
- Get company details by IDGet company details in Infusionsoft
- Get contact details by IDGet contact details in Infusionsoft
- Get invoice by IDGet invoice by ID in Infusionsoft
- Get payment plan by Invoice IDGet payment plan details by invoice ID in Infusionsoft
- Get payment by IDGet payment by ID in Infusionsoft
- Get payments by Invoice IDGet payments details by invoice ID in Infusionsoft
- Get product details by IDGet product details in Infusionsoft
- Make contact marketableMake contact marketable in Infusionsoft
- Search companies BatchSearch companies in Infusionsoft
- Search contacts BatchSearch contacts in Infusionsoft
- Search credit cards BatchSearch credit cards in Infusionsoft
- Search invoices BatchSearch invoices in Infusionsoft
- Search order items BatchSearch order items in Infusionsoft
- Search orders BatchSearch orders in Infusionsoft
- Search products BatchSearch products in Infusionsoft
- Search tags BatchSearch tags in Infusionsoft
- Search tags by contact ID BatchSearch tags by contact ID in Infusionsoft
- Search users BatchSearch users in Infusionsoft
- Update companyUpdate company in Infusionsoft
- Update contactUpdate contact in Infusionsoft
- Update noteUpdate note in Infusionsoft
- Update opportunityUpdate opportunity in Infusionsoft
- Update orderUpdate order in Infusionsoft
- Update productUpdate product in Infusionsoft
Any other action you can think up
SailPoint
- Custom actionCustom action in SailPoint
- Get Account ActivityThis gets a single account activity.
- Get Certification CampaignThis gets a single certification campaign by ID.
- List Account ActivitiesThis gets a collection of account activities that satisfy the given parameters.
- List Certification CampaignsThis gets multiple certification campaigns that satisfy the given parameters.
- List Public IdentitiesReturns a list of publicly viewable identities in Identity Now.
- List Requestable ObjectsReturns a list of acccess items that that can be requested through the Submit Access Request action.
- Respond to TriggerThis will submit a response to a REQUEST_RESPONSE trigger.
- Submit Access RequestThis submits the access request into IdentityNow, where it will follow any IdentityNow approval processes.
- Upload Account Source FileThis uploads a CSV formatted account file generated from an identity source to Identity Now. IDN will automatically perform account aggregation when the file is received.
Any other action you can think up
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