HTTP Posts are a way of passing data from one server to another. In order to make our Pocket Developer plugins work, you will need to send data to our server, so that we can tell Infusionsoft what you want done with it. In Infusionsoft, setting up an HTTP Post is fairly simple. Just go […]
Infusionsoft OAuth Flow
OAuth 2 has recently become the web standard for authenticating APIs for use in custom applications. As a user you have probably seen it any time you try to install an application that works with Facebook, Github or any number of others. Infusionsoft has adopted the OAuth 2 standard and is slowly pushing us to […]
Merge Infusionsoft data into Google Doc or PDF
You can merge data from Infusionsoft into a Google Doc — or PDF — with no code at all. This recipe requires an HTTP Post in an Infusionsoft campaign, a Google Form, a Google Spreadsheet, a Google Doc, and the autoCrat add-on for Google Apps. 1. Prepare the Google Doc merge template. Insert tags formatted […]
Update Opportunity Records with a Web Form
We love opportunity records, because a single contact can have more than one, and because you get another 100 custom fields for each one. We like use them for a lot of things that are not the typical manually-handled sales pipeline that Infusionsoft teaches, and we’ve developed some interesting techniques for working with them. One […]
Get Referral Partner Info
A client recently asked if they could get the name of the contact’s referral partner to a custom field on the contact’s record. That is, if “John Smith” had been attributed as the referral partner responsible for brining in “Jane Parker” as a lead, they wanted “John Smith” to appear in a custom text field […]
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