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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

• An Infusionsoft account - create an account at signin.infusionsoft.com/registration/createInfusionsoftId.

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

Connecting Infusionsoft to Ibexa Connect

To connect your Infusionsoft account to Ibexa Connect:

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

2. Enter the Connection name and click Continue.

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

4. Click the Allow button.

The connection has been established.

Webhook

Watch Event

Triggers when a specified event occurs.

Connection Name	Enter a name for the connection.
Event	Select the event you want to watch.

Affiliate

Retrieve Commissions

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

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 Ibexa Connect 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.

Limit	The maximum number of appointments Ibexa Connect should return during one scenario execution cycle.

List Appointments

Retrieves all your appointments.

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 Ibexa Connect should return during one scenario execution cycle.

Retrieve an Appointment

Retrieves a specific appointment belonging to you.

Appointment	Select the appointment whose details you want to retrieve.

Delete an Appointment

Deletes the specified appointment.

Appointment	Select the appointment you want to delete.

Campaign

List Campaigns

Retrieves all your campaigns.

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.

Limit	The maximum number of contacts Ibexa Connect should return during one scenario execution cycle.

List Contacts

Retrieves a list of all your contacts.

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.

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.

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.

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.

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.

Contact	Select the contact you want to delete.

Order

Watch New Orders

Checks if new orders were created.

Limit	The maximum number of new orders Ibexa Connect should return during one scenario execution cycle.

List Orders

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

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.

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.

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.

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.

Limit	The maximum number of sent emails Ibexa Connect should return during one scenario execution cycle.

List All Emails Sent

Retrieves a list of emails that have been sent.

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.

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.

Limit	The maximum number of new files Ibexa Connect should return during one scenario execution cycle.

List Files

Retrieves a list of all files.

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.

File ID	Select the File ID whose details you want to retrieve.

Upload a File

Uploads a file.

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.

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.

File	Select the file you want to delete.

Note

Watch New Notes

Checks if new notes were created.

Limit	The maximum number of new notes Ibexa Connect 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.

Number of Notes to Return	Enter the number of notes Ibexa Connect 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.

Note ID	Select the Note ID whose details you want to retrieve.

Delete Note

Deletes a note.

Note ID	Select the Note ID whose details you want to delete.

Opportunity

Watch New Opportunities

Checks if new opportunities were created.

Limit	The maximum number of new opportunities Ibexa Connect should return during one scenario execution cycle.

List Opportunities

Retrieves a list of all opportunities.

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.

Opportunity	Select the opportunity whose details you want to retrieve.

Products

List Product

Retrieves a list of all products.

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.

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.

Tag	Select the tag you want to watch.
Limit	The maximum number of tags Ibexa Connect should return during one scenario execution cycle.

Watch New Applied Tags

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

Contact	Select the contact whose new applied tags you want to watch.
Limit	The maximum number of new applied tags Ibexa Connect should return during one scenario execution cycle.

List Tags

Retrieves a list of tags defined in the application.

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.

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.

Tag	Select the tag whose contact you want to list.

Retrieve a Tag

Retrieves a single tag.

Tag	Select the tag whose details you want to retrieve.

Apply Tag to Contacts

Applies a tag to a list of contacts.

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.

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.

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.

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.

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.

Contact	Select the contact whose applied tags you want to remove.

Task

Watch New Tasks

Checks if new tasks were created.

Limit	The maximum number of new tasks Ibexa Connect should return during one scenario execution cycle.

List Tasks

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

Contact	Select the contact whose tasks you want to list.
Limit	The maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

Retrieve a Task

Retrieves a single task.

Task	Select the task whose details you want to retrieve.

Create a Task

Creates a new task.

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.

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.

Task	Select the task you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

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:

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