Infusionsoft

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