Infusionsoft integration
CRM, sales & marketing platform.
What your agents can do with Infusionsoft
7 pre-built Infusionsoft tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (4)
Get Contact
Retrieve details of a Contact.
Get Company
Retrieve details of a Company.
Create Payment
Create or add a payment record.
Create Order Item
Add an item to an existing order.
Triggers (3)
New Payment
Emit new event for each new payment.
New Order
Emit new event for each new order.
New Invoice
Emit new event for each new invoice.
Set up Infusionsoft in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Infusionsoft account
In Relevance AI, open Integrations and add Infusionsoft. You will be sent to Infusionsoft to sign in and approve access, and the connection is stored against your workspace.
Use Infusionsoft in an agent
Create a tool, add a Infusionsoft tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Infusionsoft to work in your agents
Connect Infusionsoft alongside 1,800+ other integrations and let your agents run the busywork.