Infusionsoft

The Infusionsoft modules allow you to create, update, list, and/or delete contacts, commissions, events, campaigns, orders, transactions, emails, files, notes, opportunities, products, tasks, and tags in your Infusionsoft account.

Prerequisites

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Infusionsoft to Make

To connect your Infusionsoft account to Make:

1. Go to Make and open the Infusionsoft module's Create a connection dialog.

2. Enter the Connection name and click Continue.

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3. Enter the Email address and Password. Click Log In.

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4. Click the Allow button.

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The connection has been established.

Webhook

Watch Event

Triggers when a specified event occurs.

Connection Name

Enter a name for the connection.

Connection

Establish a connection to your Infusionsoft account.Connecting Infusionsoft to Make

Event

Select the event you want to watch.

Affiliate

Retrieve Commissions

Retrieves a list of commissions based on affiliate or date range.

Connection

Establish a connection to your Infusionsoft account.

Since

Enter the starting date from which you want to retrieve commissions.

Until

Enter the ending date until which you want to retrieve commissions.

Limit

The maximum number of commissions Make should return during one scenario execution cycle.

Affiliate ID

Select the Affiliate ID whose commissions you want to retrieve.

Appointment

Watch New Appointments

Checks if a new appointment was created.

Connection

Establish a connection to your Infusionsoft account.

Limit

The maximum number of appointments Make should return during one scenario execution cycle.

List Appointments

Retrieves all your appointments.

Connection

Establish a connection to your Infusionsoft account.

Since

Enter the starting date from which you want to list the appointments.

Until

Enter the ending date until which you want to list appointments.

Number of Appointments to Return

The number of appointments Make should return during one scenario execution cycle.

Retrieve an Appointment

Retrieves a specific appointment belonging to you.

Connection

Establish a connection to your Infusionsoft account.

Appointment

Select the appointment whose details you want to retrieve.

Delete an Appointment

Deletes the specified appointment.

Connection

Establish a connection to your Infusionsoft account.

Appointment

Select the appointment you want to delete.

Campaign

List Campaigns

Retrieves all your campaigns.

Connection

Establish a connection to your Infusionsoft account.

Option Properties

Select the properties by which you want to list the campaigns:

  • Sequences

  • Goals

  • Locked

  • Created by global ID

Contact

Watch New Contacts

Checks if new contacts were created.

Connection

Establish a connection to your Infusionsoft account.

Limit

The maximum number of contacts Make should return during one scenario execution cycle.

List Contacts

Retrieves a list of all your contacts.

Connection

Establish a connection to your Infusionsoft account.

Number of Contacts to Return

Enter the number of contacts to list.

Email

Enter the email address of the contact you want to list.

First Name

Enter the first name of the contact.

Last Name

Enter the last name or surname of the contact.

Order

Select the order in which you want to list the contacts:

  • ID

  • Date Created

Optional Properties

Select the properties by which you want to list the contacts:

  • Job Title

  • Title

  • Suffix

  • Birthday

  • Notes

  • Lead Source ID

  • Custom Fields

  • Fax Numbers

  • Source Type

  • Website

  • Time Zone

  • Relationships

  • Preferred Nam

  • Preferred Locale

  • Opt in reason

List Custom Field of Contacts

Retrieves a list of custom fields for contacts.

Retrieve a Contact

Retrieves a single contact.

Connection

Establish a connection to your Infusionsoft account.

Contact ID

Select the Contact ID whose details you want to retrieve.

Optional Properties

Select the properties by which you want to list the contact:

  • Job Title

  • Title

  • Suffix

  • Birthday

  • Notes

  • Lead Source ID

  • Custom Fields

  • Fax Numbers

  • Source Type

  • Website

  • Time Zone

  • Relationships

  • Preferred Nam

  • Preferred Locale

  • Opt in reason

Create a Contact

Creates a new contact in your contact list.

Connection

Establish a connection to your Infusionsoft account.

Email Addresses

Add the Email Address of the contact:

  • Email

    Enter the email address.

  • Field

    Select the series for the email address. For example, Email Address 1, Email address 2, and so on.

You can add multiple email addresses for the contact.

Phone Numbers

Add the Phone numbers of the contact:

  • Extension

    Enter the phone number extension.

  • Number

    Enter the phone number.

  • Type

    Select the type of phone number:

    • Work

    • Home

    • Mobile

    • Other

  • Field

    Select the series for the phone number. For example, Phone Number 1, Phone Number 2, and so on.

You can enter multiple phone numbers.

First Name

Enter the first name of the contact.

Last Name

Enter the last name of the contact.

Middle Name

Enter the middle name of the contact.

Job Title

Enter the job title of the contact.

Company Name

Enter the company name the contact belongs to.

Company ID

Enter the Company ID of the contact.

Person Type

Select the contact type:

  • Prospect

  • Customer

  • Partner

  • Personal Contact

  • Vendor

  • TrainingSeeker

Addresses

Add the addresses of the contact:

  • Street Address 1

    Enter the street address.

  • Street Address 2

    Enter the street address.

  • City

    Enter the city name.

  • Region

    Enter the region name.

  • Country Code

    Enter the country name.

  • Postal Code

    Enter the postal code of the country.

  • Field

    Select the address type:

    • Billing

    • Shipping

    • Other

You can create multiple addresses of the contact.

Opt-In Reason

Enter details of the contact. For example, the Customer opted-in through a webform.

You may opt-in or mark a Contact as Marketable by including this field.

Fax Numbers

Add the fax number of the contact:

  • Number

    Enter the fax number.

  • Type

    Select the type of fax number:

    • Work

    • Home

    • Other

  • Field

    Select the kind of fax:

    • Billing

    • Shipping

    • Other

Website

Enter the website of the contact or the company.

Title

Enter the position title of the contact.

Suffix

Enter the suffix for the contact:

  • Jr

  • I

  • II

  • PhD

Birthday

Enter the date of birth of the contact.

Nickname

Enter the nickname of the contact.

Person Notes

Enter any information that you want to mention about the contact.

Custom Fields

Add custom fields:

  • Custom ID

    Select the custom ID to add for the contact.

  • Content

    Enter the details of the custom field.

Create or Update a Contact

Creates a new contact or updates a contact in your contact list.

Connection

Establish a connection to your Infusionsoft account.

Duplicate Option

Select the option to create or update the contact:

  • Email

  • Email and Name

First Name

Enter the first name of the contact.

Last Name

Enter the last name of the contact.

Middle Name

Enter the middle name of the contact.

Job Title

Enter the job title of the contact.

Company name

Enter the company name the contact belongs to.

Company ID

Enter the Company ID of the contact.

Person Type

Select the contact type:

  • Prospect

  • Customer

  • Partner

  • Personal Contact

  • Vendor

  • TrainingSeeker

Addresses

Add the addresses of the contact:

  • Street Address 1

    Enter the street address.

  • Street Address 2

    Enter the street address.

  • City

    Enter the city name.

  • Region

    Enter the region name.

  • Country Code

    Enter the country name.

  • Postal Code

    Enter the postal code of the country.

  • Field

    Select the address type:

    • Billing

    • Shipping

    • Other

You can create multiple addresses of the contact.

Opt-In Reason

Enter details of the contact. For example, customer opted-in through a webform.

You may opt-in or mark a Contact as Marketable by including this field.

Email Addresses

Add the Email Address of the contact:

  • Email

    Enter the email address.

  • Field

    Select the series for the email address. For example, Email Address 1, Email address 2, and so on.

You can add multiple email addresses for the contact.

Phone Numbers

Add the Phone numbers of the contact:

  • Extension

    Enter the phone number extension.

  • Number

    Enter the phone number.

  • Type

    Select the type of phone number:

    • Work

    • Home

    • Mobile

    • Other

  • Field

    Select the series for the phone number. For example, Phone Number 1, Phone Number 2, and so on.

You can enter multiple phone numbers.

Fax Numbers

Add the fax number of the contact:

  • Number

    Enter the fax number.

  • Type

    Select the type of fax number:

    • Work

    • Home

    • Other

  • Field

    Select the series of the fax number. For example, Fax Number 1, Fax Number 2, and so on.

Website

Enter the website of the contact or the company.

Title

Enter the position title of the contact.

Suffix

Enter the suffix for the contact:

  • Jr

  • I

  • II

  • PhD

Birthday

Enter the date of birth of the contact.

Nickname

Enter the nickname of the contact.

Person Notes

Enter any information that you want to mention about the contact.

Custom Fields

Add the custom fields:

  • Custom ID

    Select the custom ID to add for the contact.

  • Content

    Enter the details of the custom field.

Update a Contact

Updates a contact with only the values provided in the request.

Connection

Establish a connection to your Infusionsoft account.

Contact ID

Select the Contact ID whose details you want to update.

First Name

Enter the first name of the contact.

Last Name

Enter the last name of the contact.

Middle Name

Enter the middle name of the contact.

Job Title

Enter the job title of the contact.

Company name

Enter the company name the contact belongs to.

Company ID

Enter the Company ID of the contact.

Person Type

Select the contact type:

  • Prospect

  • Customer

  • Partner

  • Personal Contact

  • Vendor

  • TrainingSeeker

Owner ID

Enter the Owner ID of the contact.

Addresses

Add the addresses of the contact:

  • Street Address 1

    Enter the street address.

  • Street Address 2

    Enter the street address.

  • City

    Enter the city name.

  • Region

    Enter the region name.

  • Country Code

    Enter the country name.

  • Postal Code

    Enter the postal code of the country.

  • Field

    Select the address type:

    • Billing

    • Shipping

    • Other

You can create multiple addresses of the contact.

Opt-In Reason

Enter details of the contact. For example, the customer opted-in through a webform.

You may opt-in or mark a Contact as Marketable by including this field.

Email Addresses

Add the Email Address of the contact:

  • Email

    Enter the email address.

  • Field

    Select the series for the email address. For example, Email Address 1, Email address 2, and so on.

You can add multiple email addresses for the contact.

Phone Numbers

Add the Phone numbers of the contact:

  • Extension

    Enter the phone number extension.

  • Number

    Enter the phone number.

  • Type

    Select the type of phone number:

    • Work

    • Home

    • Mobile

    • Other

  • Field

    Select the series for the phone number. For example, Phone Number 1, Phone Number 2, and so on.

You can enter multiple phone numbers.

Fax Numbers

Add the fax number of the contact:

  • Number

    Enter the fax number.

  • Type

    Select the type of fax number:

    • Work

    • Home

    • Other

  • Field

    Select the series of the fax number. For example, Fax Number 1, Fax Number 2, and so on.

Website

Enter the website of the contact or the company.

Title

Enter the position title of the contact.

Suffix

Enter the suffix for the contact:

  • Jr

  • I

  • II

  • PhD

Birthday

Enter the date of birth of the contact.

Nickname

Enter the nickname of the contact.

Person Notes

Enter any information that you want to mention about the contact.

Custom Fields

Add the custom fields:

  • Custom ID

    Select the custom ID to add for the contact.

  • Content

    Enter the details of the custom field.

Delete Contact

Deletes the specified contact.

Connection

Establish a connection to your Infusionsoft account.

Contact

Select the contact you want to delete.

Order

Watch New Orders

Checks if new orders were created.

Connection

Establish a connection to your Infusionsoft account.

Limit

The maximum number of new orders Make should return during one scenario execution cycle.

List Orders

Retrieves a list of all orders using the specified search criteria.

Connection

Establish a connection to your Infusionsoft account.

Since

Enter the starting date from which you want to list the orders.

Until

Enter the ending date from which you want to list the orders.

Paid

Select Yes if you want to list orders with Paid status.

  • Yes

  • No

  • Not defined

Contact

Select the contact whose orders you want to list.

Product

Select the product whose orders you want to list.

Retrieve an Order

Retrieves a single order.

Connection

Establish a connection to your Infusionsoft account.

Order ID

Select the Order ID whose details you want to retrieve.

Retrieve Order Transactions

Retrieves a list of all transactions on a given order using the specified search criteria.

Connection

Establish a connection to your Infusionsoft account.

Order

Select the order whose transaction you want to list.

Since

Enter the starting date from which you want to list the order transactions.

Until

Enter the ending date from which you want to list the order transactions.

Contact

Select the contact to whose order transactions you want to list.

List Transactions

Retrieves a list of transactions for a given contact.

Connection

Establish a connection to your Infusionsoft account.

Since

Enter the starting date from which you want to list the transactions.

Until

Enter the ending date from which you want to list the transactions.

Contact

Select the contact to whose transactions you want to list.

Email

Watch Sent Emails

Checks if new emails were sent.

Connection

Establish a connection to your Infusionsoft account.

Limit

The maximum number of sent emails Make should return during one scenario execution cycle.

List All Emails Sent

Retrieves a list of emails that have been sent.

Connection

Establish a connection to your Infusionsoft account.

Contact

Select contact whose sent emails you want to list.

Email

Enter the email address whose sent the emails you want to list.

List Emails Sent to Contact

Lists emails that have been sent to a contact.

Connection

Establish a connection to your Infusionsoft account.

Contact ID

Select the Contact ID whose emails you want to list.

Email

Enter the email address of the contact you want to list.

File

Watch New Files

Checks if new files were created.

Connection

Establish a connection to your Infusionsoft account.

Limit

The maximum number of new files Make should return during one scenario execution cycle.

List Files

Retrieves a list of all files.

Connection

Establish a connection to your Infusionsoft account.

Viewable

Select the view type of the file you want to list:

  • Public

  • Private

  • Both

Permission

Select the permission type of the file you want to list:

  • User

  • Company

  • Both

Type

Select the file type you want to list:

  • Application

  • Image

  • Fax

  • Attachment

  • Ticket

  • Contact

  • Digital Product

  • Import

  • Hidden

  • Web form

  • Styled Cart

  • Re-Sampled Image

  • Template Thumbnail

  • Funnel

  • Logo Thumbnail

Retrieves a File

Retrieves metadata about a specific file.

Connection

Establish a connection to your Infusionsoft account.

File ID

Select the File ID whose details you want to retrieve.

Upload a File

Uploads a file.

Connection

Establish a connection to your Infusionsoft account.

File Name

Enter the file name you want to upload.

File Data

Select the data type of the file.

Public

Select if you want to make the file access public.

File Association

Select the option to associate the file:

  • Contact

  • Company

  • User

Replace a File

Uploads a file to replace an existing one.

Connection

Establish a connection to your Infusionsoft account.

File

Select the file that you want to replace.

File Name

Enter the file name to be uploaded.

File Data

Enter the data of the file. For example, get the text file from sources like Dropbox, or simply upload a text file.

Public

Select if the file is accessible publicly.

File Association

Select the association type of the file.

Delete File

Deletes a specified file.

Connection

Establish a connection to your Infusionsoft account.

File

Select the file you want to delete.

Note

Watch New Notes

Checks if new notes were created.

Connection

Establish a connection to your Infusionsoft account.

Limit

The maximum number of new notes Make should return during one scenario execution cycle.

User

Select the user assigned to the notes you want to watch.

Contact

Select the contact assigned to the notes you want to watch.

List Notes

Retrieves a list of all notes.

Connection

Establish a connection to your Infusionsoft account.

Number of Notes to Return

Enter the number of notes Make should return during one scenario execution cycle.

User ID

Select the User ID assigned to the notes you want to list.

Contact ID

Select the Contact ID assigned to the notes you want to list.

Retrieve a Note

Retrieves a single note.

Connection

Establish a connection to your Infusionsoft account.

Note ID

Select the Note ID whose details you want to retrieve.

Delete Note

Deletes a note.

Connection

Establish a connection to your Infusionsoft account.

Note ID

Select the Note ID whose details you want to delete.

Opportunity

Watch New Opportunities

Checks if new opportunities were created.

Connection

Establish a connection to your Infusionsoft account.

Limit

The maximum number of new opportunities Make should return during one scenario execution cycle.

List Opportunities

Retrieves a list of all opportunities.

Connection

Establish a connection to your Infusionsoft account.

User ID

Select the User ID whose opportunities you want to list.

Stage

Select the stage of the opportunities you want to list:

  • New Opportunity

  • Working

  • Closing

  • Won

  • Lost

Order

Select the order of opportunities you want to list:

  • Next Action

  • Opportunity Name

  • Contact Name

  • Date Created

Retrieve an Opportunity

Retrieves a single opportunity.

Connection

Establish a connection to your Infusionsoft account.

Opportunity

Select the opportunity whose details you want to retrieve.

Products

List Product

Retrieves a list of all products.

Connection

Establish a connection to your Infusionsoft account.

Active

Select Yes if the products you want to retrieve are active:

  • Yes

  • No

  • Not defined

Retrieve Product

Retrieves a single product from your Infusionsoft account.

Connection

Establish a connection to your Infusionsoft account.

Product ID

Select the Product ID whose details you want to retrieve.

Tags

Watch a Tag

Checks if a specific tag was added to any contact.

Connection

Establish a connection to your Infusionsoft account.

Tag

Select the tag you want to watch.

Limit

The maximum number of tags Make should return during one scenario execution cycle.

Watch New Applied Tags

Checks if a new tag was applied to a specific contact.

Connection

Establish a connection to your Infusionsoft account.

Contact

Select the contact whose new applied tags you want to watch.

Limit

The maximum number of new applied tags Make should return during one scenario execution cycle.

List Tags

Retrieves a list of tags defined in the application.

Connection

Establish a connection to your Infusionsoft account.

Category ID

Select the Category ID whose tags you want to list.

List Applied Tags

Retrieves a list of tags applied to the given contact.

Connection

Establish a connection to your Infusionsoft account.

Contact

Select the contact whose applied tags you want to list.

List Tagged Contacts

Retrieves a list of contacts that have the given tag applied.

Connection

Establish a connection to your Infusionsoft account.

Tag

Select the tag whose contact you want to list.

Retrieve a Tag

Retrieves a single tag.

Connection

Establish a connection to your Infusionsoft account.

Tag

Select the tag whose details you want to retrieve.

Apply Tag to Contacts

Applies a tag to a list of contacts.

Connection

Establish a connection to your Infusionsoft account.

Tag ID

Select the Tag ID of the tag that you want to apply to the contact.

Contact ID

Select the Contact ID of the contact to apply the tag.

You can select multiple contacts to apply the tag.

Apply Tags

Applies a list of tags to a given contact record.

Connection

Establish a connection to your Infusionsoft account.

Contact ID

Select the Contact ID of the contact to apply the tag.

Tag ID

Select the Tag ID to apply the tags to the contact.

You can select multiple tags.

Create Tag

Creates a new tag.

Connection

Establish a connection to your Infusionsoft account.

Description

Enter the details of the tag.

Name

Enter the name of the tag.

Category ID

Enter the Category ID for the tag.

Create Tag Category

Creates a new tag category.

Connection

Establish a connection to your Infusionsoft account.

Name

Enter the name of the tag category.

Description

Enter the details of the tag category.

Remove Tag from Contacts

Removes a tag from a list of contacts.

Connection

Establish a connection to your Infusionsoft account.

Tag

Select the tag that you want to remove.

Contact

Select the contact from whom the tag should be removed.

Remove Applied Tags

Removes a list of tags from the given contact.

Connection

Establish a connection to your Infusionsoft account.

Contact

Select the contact whose applied tags you want to remove.

Task

Watch New Tasks

Checks if new tasks were created.

Connection

Establish a connection to your Infusionsoft account.

Limit

The maximum number of new tasks Make should return during one scenario execution cycle.

List Tasks

Retrieves a list of all tasks using the specified search criteria.

Connection

Establish a connection to your Infusionsoft account.

Contact

Select the contact whose tasks you want to list.

Limit

The maximum number of tasks Make should return during one scenario execution cycle.

Retrieve a Task

Retrieves a single task.

Connection

Establish a connection to your Infusionsoft account.

Task

Select the task whose details you want to retrieve.

Create a Task

Creates a new task.

Connection

Establish a connection to your Infusionsoft account.

Contact ID

Select the Contact ID to whom you want to assign this new task.

Action Description

Enter the name of the task.

Action Date

Enter the date on which the task must be done.

Completion date

Enter the date by which the task must be complete.

Creation Notes

Enter the details of the task.

Priority

Select the priority of the task:

  • Critical

  • Essential

  • Non-Essential

Update Task

Updates a task with only the values provided in the request.

Connection

Establish a connection to your Infusionsoft account.

Task

Select the task you want to update.

Contact

Select the contact to whom the task is assigned.

Action Description

Enter the name of the task.

Action Date

Enter the date on which the task must be done.

Completion date

Enter the date by which the task must be complete.

Creation Notes

Enter the details of the task.

Priority

Select the priority of the task:

  • Critical

  • Essential

  • Non-Essential

Delete Task

Permanently deletes a specified task.

Connection

Establish a connection to your Infusionsoft account.

Task

Select the task you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Infusionsoft account.

URL

Enter a path relative to https://api.infusionsoft.com/crm/rest. For example: /v1/contacts

For the list of available endpoints, refer to the Infusionsoft API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example - List Files

Following API call returns all files:

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Matches of the search can be found in the module's Output under Bundle > Body > files. In our example, 4 files were returned:

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