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What is Infusionsoft API, In Plain English


VIDEO SUMMARY

Have you ever found yourself unable to do some seemingly simple thing in InfusionSoft without a convoluted work-around?

Have you ever been “that close” to finishing a project, in the middle of the night, only to discover you can’t figure out the workaround?

Or has someone ever told you how to do what you wanted to do but you couldn’t because it required the API?

If the answer to any of those questions is YES, then it’s time to hang with the cool kids … the ones who know how to use the API to get things done.

What is an API?

The Infusionsoft API is a way to talk directly to the brain of InfusionSoft without having the filter or limitations of the user-interface.

How does it work?

API

It’s very simple! InfusionSoft has published an SDK (Software Development Kit). The easy way to think of the SDK is that it is little building blocks of codes, or code shortcuts that you can drop it into your scripts to communicate with the brain of Infusionsoft directly.

For an example of one of these code building blocks, technically called “a method”, you can take a look at the API documentation in the Developer Area of the Infusionsoft Help Center.

So, once you have familiarized yourself with the various methods, or building blocks, you will put them into a PHP file, which in turn, will be put on a server.

The most common way to access the script on your server is with an http post. Generally, the http post will be trigger by a form or some other goal in the Campaign Builder.

So, that’s it – code snippets in a php file, sitting on a server, triggered by an http post.

#2 – Add A Date To A Custom Date Field


In this screencast, we address a common question in the Infusionsoft API forums (and shortcoming of Infusionsoft) – that is the ability to add a date to a custom field. It shows you how to construct a PHP script that will write today’s date to the custom field of your choosing.

We then take it a step further and, in response to a question in the Infusionsoft Certified Consultant Facebook group, add code that increments the date by one year every time the script is executed. The typical way to execute a script like this is with an http post from the Infusionsoft Campaign Builder.

An example of the use case for this code would be to write today’s date to a field when a customer first purchases and then increment the date each time their subscription is renewed. Another would be to increment the date every time someone watches a video.

How To Check If a Tag Exists And If Not Add It

<?php

// Connect to Infusionsoft

require_once("isdk.php");
$app = new iSDK;
if ($app->cfgCon("connectionName")) {

	// Current date in Infusionsoft-friendly format

	$currentDate = date_format(date_create(), 'YmdTH:i:s');
	echo "You connected at $currentDate <br/><br/>";

	// $fname = 'Dritte';
	// $lname = 'Dawg';
	// $email = 'dritte@kimsnider.com';


	// Assign POST variables using ternary operators and IF statement
	if ($_POST['Id']) {
		$conID = $_POST['Id'];
	} else {
		$conID = ($_POST['contactId']) ? $_POST['contactId'] : '';
	}

	$eventDate = ($_POST['eventDate']) ? $_POST['eventDate'] : '';

	$tagDate = date_format($eventDate, 'Ymd');       //  20131220  Event Registered

		// Dump to file
					$file=fopen("kim_log.txt","a+");
					fwrite($file, "n $currentDate n");
					fwrite($file, "Id: $conID n");
					fwrite($file, "Event Date: $eventDate  n");
					fwrite($file, print_r($_POST,true));
					$file=fclose($file);


	// Find the ID of the Event Registered tag for this date

			$returnFields = array('Id');
			$query = array('GroupCategoryId' => 31,
					   'GroupName' => $tagDate.'%');
			$return = $app->dsQuery("ContactGroup",1,0,$query,$returnFields);

			// If a matching tag doesn't exist already ...
			if(!isset($return[0]['Id'])) {

				//Create the tag

					$tagText = ' API Mastermind';
					$tag = array('GroupName' => $tagDate.$tagText,
					'GroupCategoryId'  => 31);
					$theTag = $app->dsAdd('ContactGroup', $tag);

			// If it does exist ...
			} else {
				// Grab that tag's ID so we can use it
					$theTag = $return[0]['Id'];
			}

			// Whether we found it or created it, now we set it

			$set = $app->grpAssign($contactId, $theTag);


} else {
	echo "Not Connected...";
}

How To Add A Contact Note

$app->dsAdd(
				'ContactAction',
				array(
					'ContactId' => $referral,
					'UserID' => 1,
					'ActionType' => 'Other',
					'ActionDescription' => 'Owner Assignment',
					'CreationNotes' => "The referred user #{$referral} has been processed/tagged for appropriate ownership.",
					'CompletionDate' => $api->infuDate(date('YmdTH:i:s', time()))
				)
			);
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