Infusionsoft
Workato
Connect SysAid with Infusionsoft Via our embedded Workato offering to streamline your IT workflows and automations.
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Overview
Connect SysAid to Infusionsoft to automate end-to-end workflows that reduce manual work and improve cross-team collaboration.
Build precisely the integration you need—entirely within SysAid, using a no-code, drag-and-drop experience to listen to events, invoke supported actions, and exchange and transform data with custom logic, configurable mappings, field-level enrichment, and real-time or scheduled execution.
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Key capabilities
- Configurable mappings, transformations, and field-level enrichment for precise data sync.
- Real-time or scheduled automation with conditional logic and multi-step sequences.
- Built-in monitoring, retries, and permissions—managed in SysAid.
- Utilize the below triggers and actions in the integration you build.
Popular use cases
You can customize to fit you specific needs
Available triggers and actions in Infusionsoft
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Triggers
- New company
- New contact
- New order
- New opportunity
- New payment
- New payment
- New product
- New tag assigned to contact
- New/updated contact
- New/updated order
- New/updated note
- New/updated product
- Product created
- Updated contact
- Updated order
- Updated opportunity
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Actions
- Custom action
- Add line item to Order
- Add payment to order
- Add tax to order
- Assign tag to contact
- Charge an invoice
- Create company
- Create contact
- Create note
- Create opportunity
- Create order
- Create product
- Create Task
- Get company details by ID
- Get contact details by ID
- Get invoice by ID
- Get payment plan by Invoice ID
- Get payment by ID
- Get payments by Invoice ID
- Get product details by ID
- Make contact marketable
- Search companies
- Search contacts
- Search credit cards
- Search invoices
- Search order items
- Search orders
- Search products
- Search tags
- Search tags by contact ID
- Search users
- Update company
- Update contact
- Update note
- Update opportunity
- Update order
- Update product
Available triggers and actions in SysAid
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Triggers
- Add Activity to a Service Record
- Add Agent to Groups
- Add End User to Groups
- Add a Note to a Service Record
- Convert Agent to End User
- Convert End User to Agent
- Create a New Agent
- Create a New Asset
- Create a New Attachment
- Create a New End User
- Create a New Group
- Create a Service Record
- Delete Agent
- Delete Asset by ID
- Delete End User
- Delete a Service Record
- Generates a Presigned URL for an Attachment Upload
- Get Agent by ID
- Get Asset by ID
- Get Category Hierarchy
- Get End User by ID
- Get Group Members
- Get Group by ID
- Get Indexes
- Get List of Agents
- Get List of Assets
- Get List of CIs
- Get List of Companies
- Get List of End Users
- Get List of Groups
- Get Service Record Template by ID
- Get Service Record Template by Service Record ID
- Get Service Record's Action Items
- Get a Service Record by ID
- Remove Agent from Groups
- Remove End User from Groups
- Resolve a Service Record
- Search Service Records by Specific Parameters
- Send a Message from a Service Record
- Update Agent Details
- Update End User Details
- Update Service Record Details
- Update an Asset
- Updates An Action Item Status
- Build your own SysAid Public API action with a HTTP request
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Actions
- Create ticket from events
- Update ticket details, attachments, or comments
- Add notes/comments to keep conversations aligned
- Change status and assignments automatically
- Service Record Created (Real-time)
- Service Record Updated (Real-time)
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