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Overview

Authorizing an Infusionsoft Account

The first time you use an Infusionsoft card in your FLO, you will need to authorize an account.

  1. Add an Account Nickname. This should be unique, so that in the case that your teammates authorize multiple accounts, you will be able to tell them apart.
  2. Click “Create” to launch a window where you will sign in to your account and the save this configuration.

    Events

    • Contact Updated

      Start FLO when there are updated contacts

    • New Contact

      Start FLO when there are new contacts

    • New Opportunity

      Start FLO when a new opportunity is added

    • New Task

      Start FLO when new tasks are added

    • Opportunity Stage Updated

      Start FLO when an opportunity stage is updated

    • Opportunity Updated

      Start FLO when an opportunity is updated

    • Tag Added to Contact

      Start FLO when a tag is added to a contact

    • Task Updated

      Start FLO when a task is updated in Infusionsoft

    Actions

    • Add Tag to Contact

      Add a tag to a contact

    • Create Contact

      Create a contact

    • Create Opportunity

      Create an opportunity

    • Read Contact

      Read contact by ID

    • Read Tag

      Read a tag for id and other information

    • Remove Tag from Contact

      Remove a tag from a contact

    • Search Contact

      Search for a contact by email

    • Update Contact

      Update a contact

    • Update Opportunity

      Update an opportunity

    • Update Opportunity Stage

      Update the stage of an opportunity