Triggers

New Campaignee

Triggers when you add a new campaignee.

New Opportunity

Triggers when you add a new opportunity.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

New Subscription Plan

Triggers when you add a new subscription plan.

New Company

Triggers when you add a new company.

New Subscription

Triggers when a contact subscribes to plan.

New Tag

Triggers when you add a new tag.

New Action sequence

Triggered when a new action sequence is added.

Cancelled Subscription

Triggers when a contact unsubscribes from plan.

New Product

Triggers when you add a new product.

New Contact

Triggers when you add a new contact.

New Affiliate

Triggers when you add a new affiliate.

New Invoice

Triggers when you add a new invoice (with line item support).

New Invoice

Triggers when you add a new invoice.

New Contact Action

Triggers when you add a new action for a contact (task, note, or appointment).

New Expense

Triggers when you add a new expense for an opportunity or leadsource.

New Payment

Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)

Credit Card Charge

Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

Actions

Tag Existing Contact

Applies a tag to an existing contact.

Create Company

Create a new company.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

Create Product

Create a new Product.

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.