Pocket Developer Documentation

Any Date, Any Format, Anywhere($5)

With AnyDate, you can take a date (or date/time) written in plain language stored in a text field and convert it to Infusionsoft standard formatting for storage in a date or date/time field, and vice versa. AnyDate works with any text, date, or date/time field in any type of record, including opportunities, orders, and appointments. You can make an adjustment, such as adding one month, to the date or date/time before saving it. When using times, you can convert from one timezone to another.

Use Cases

• Reschedule an appointment from an Infusionsoft form or a third party integration
• Combine last purchase date with field timer to reactivate customers who haven't bought recently
• Format dates and times in multiple formats (including European) for use in emails, texts, and timers
• Change the date of a specific task or appointment from campaign builder
• Retroactively find and store date of last purchase by using Max function on orders
• Set warranty expiration date by adding months or years to purchase date
• Add last date a referral purchased to an affiliate's record
• Add today's date to a custom field only if it is blank

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

Notes

• If the saveTo field is a Date or DateTime field, you MUST use the Infusionsoft date/time format of YmdTH:i:s.
• Below is a summary of the most common date and time codes you can use in the format parameter of Any Date, Any Format, Anywhere. Remember they ARE CaSe sEnsItIVe:DAYS
  d – day of the month 2 digits (01-31)
  j – day of the month (1-31)
  D – 3 letter day (Mon – Sun)
  l – full name of day (Monday – Sunday)
  N – 1=Monday, 2=Tuesday, etc (1-7)
  S – suffix for date (st, nd, rd)
  w – 0=Sunday, 1=Monday (0-6)
  z – day of the year (1=365)WEEK
  W – week of the year (1-52)

  MONTH
  F – Full name of month (January – December)
  m – 2 digit month number (01-12)
  n – month number (1-12)
  M – 3 letter month (Jan – Dec)
  t – Days in the month (28-31)
  YEAR
  L – leap year (0 no, 1 yes)
  o – ISO-8601 year number (Ex. 1979, 2006)
  Y – four digit year (Ex. 1979, 2006)
  y – two digit year (Ex. 79, 06)

  TIME
  a – am or pm
  A – AM or PM
  B – Swatch Internet time (000 – 999)
  g – 12 hour (1-12)
  G – 24 hour c (0-23)
  h – 2 digit 12 hour (01-12)
  H – 2 digit 24 hour (00-23)
  i – 2 digit minutes (00-59)
  s 0 2 digit seconds (00-59)
  T – timezone (Ex: GMT, CST)

• Date/Time Adjustments: Assuming date is 09/22/2014 and time is 08:00 and server is using Eastern Time Zone:+1 day // returns 09/23/2014 08:00
  +1 week // returns 09/29/2014 08:00
  -17 hours // returns 09/21/2014 15:00
  +1 week 2 days 4 hours 2 seconds // returns 10/01/2014 8:38 PM
  next Thursday // returns 09/25/2014 00:00
  last Monday // returns 09/15/2014 00:00
  third Thursday of next month // returns 10/15/2014 00:00
• Supported Timezone Codes: In the event you can’t find a timezone for your region within the list below, you may also use any of the timezone identifiers supplied at this PHP documentation page; some examples of these identifiers are America/New_York, Canada/Atlantic, etc.United States
  Code Timezone, State, or Region Notes
  ETUS Eastern Time No exclusions
  CTUS Central Time No exclusions
  MTUS Mountain Time Excluding Arizona
  AZUS Arizona (No DST) No exclusions
  PTUS Pacific Time No exclusions
  ATUS Alaska Time No exclusions
  HTUS Hawaii/Aleutian Time Excluding Honolulu
  HONOUS Honolulu No exclusions
  Australia
  Code Timezone, State, or Region Notes
  WTAU Western Australia Time; Western Australia Excluding Eucla
  EUAU Eucla, Australia Time; Western Australia No exclusions
  NCTAU North Central Australia Time; Northern Territory No exclusions
  SCTAU South Central Australia Time; South Australia No exclusions
  NETAU North Eastern Australia Time; Queensland No exclusions
  SETAU South Eastern Australia Time;
  New South Wales, Victoria, and Tasmania No exclusions
  New Zealand
  Code Timezone, State, or Region Notes
  NZ New Zealand Time No exclusions
  Europe
  Code Timezone, State, or Region Notes
  WTEU Western European Time Excluding Iceland
  CTEU Central European Time No exclusions
  ETEU Eastern European Time No exclusions
  ICEEU Iceland (No DST) No exclusions
  Canada
  Code Timezone, State, or Region Notes
  PTCA Pacific Time; Yukon and British Columbia No exclusions
  MTCA Mountain Time;
  part of Nunavut Northwest Territories,
  Alberta, Saskatchewan No exclusions
  CTCA Central Time;
  part of Nunavut, Manitoba, some of Ontario No exclusions
  ETCA Eastern Time;
  most of Ontario, Quebec, Baffin Island No exclusions
  ATCA Atlantic Time; Nova Scotia, New Brunswisk No exclusions
  NTCA Newfoundland Time No exclusions

Any Opportunity to Any Stage($5)

Automatically move all of a contact’s opportunities, or any opportunity selected (through filters, restrictions, and ordering) to a specified stage.

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

Notes

Get more information about filters and directives.

Any Text Anywhere($5)

Copy the contents of a field in any record type to a field in any other record type. Set the field to a specified text string, or set the value to blank. AnyText can be used to prepend or append text to a field, to combine fields, and to move data between fields.

Use Cases

• Troubleshoot complex processes by writing what was in a field to person notes before it is changed
• Put form into an opportunity or company fields instead of contact fields
• Use a promo code in a decision diamond by stashing it from the order
• Move data imported to the wrong place without exporting and re-importing
• Select all opportunities where a field is blank and update that field
• Put something in a field only if it is currently blank
• Set a field to blank

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

Notes

• If you want to transfer several pieces of data, use multiple textToSave/saveTo pairs. Each pair should have a matching number in brackets, beginning with 0, e.g., “textToSave[0]” and “saveTo[0]” followed by “textToSave[1]” and “saveTo[1]”.
• To append text, use prefetch to store the destination field’s contents and add the prefetched data back to the same destination filed along with the appended text.
• Use Advanced Merge Field Notation to dramatically extend the capacities of AnyTest.

Contacts Company($4)

Creates new Company from name in Company field (if necessary) and links contact to company.

Use Cases

• Create new company records on the fly.
• Assign a default company record to new contacts.

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

Notes

There are two ways to enter companies in a contact record — a text field that allows you to enter whatever you want, and a dropdown field that allows you to link the contact to existing company records. Unfortunately if you create a web form, only the first option is available, so contacts submitting that form will not be linked to companies automatically. This means a lot of manual work to create new company records (if needed) and then link contacts to them. This plugin helps automate this process. It will:

• Create a new company record from text in the Company field if it doesn’t find an existing record that matches.
• Link the contact to the company record matching the text in the company field.

Counter($2)

Just count, up or down. (Note that this function can also be accomplished with the Field Math plugin.)

Use Cases

• Increment a counter on the affiliate's contact record each time a referral makes a purchase
• Add a sequential serial number to an order
• Send thank you gifts or notes based on number of purchases

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Examples

Email Anyone, Any Time($5)

Email Anyone Anytime allows you to send an email with multiple to, cc, bcc and merge fields from any record type as many times as you want. (Note: EmailAnyone uses legacy email templates. It will not work with the new email builder or the new UI version of Infusionsoft.)

Use Cases

• Send a custom email invoice for simple purchases rather than a standard Infusionsoft invoice
• Send different emails to first time buyers and those who have bought multiple times
• Send email template with contact's assistant or spouse as additional To, CC, or BCC
• Merge fields from opportunity, order, company, referrer, and other records into emails
• Send email to staff at multiple points in a campaign
• BCC administrative staff on an email

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

Notes

• Email Anyone Anytime uses legacy email templates. Email templates can be found in the main Infusionsoft menu under Marketing. (The new responsive email templates are not currently available to the API.)
• If you see a 400 error in the campaign history, check that your email template Ready to Send? status is set to Yes.
• The “to”, “from”, “cc”, and/or “bcc” parameters set in the email template will be overridden by the plug-in when those parameters are added to the HTTP post in Campaign Builder. (Note: the “to” parameter is required and so will always overwrite the template setting.)
• Use our Advanced Merge Field Notation to merge information not available in standard Infusionsoft merge fields into the email body and/or subject line. For example, you can merge the product purchased into the subject line or information from the contact’s company record into the body of the email.
• If you use Advanced Merge Field Notation in the email body or subject line, this email template cannot be used as a standard email template. Without the plug-in, the merge fields will appear as text in the email, without being merged. You might want to consider marking email templates that have Advanced Merge Field Notation so they aren’t used directly in campaign builder or changed accidentally.
• If you want contacts to be able to run through the same campaign multiple times simultaneously, you can combine Email Anyone with the Universal Delay Timer plugin. With this approach, the contact is only “in” the campaign briefly while the email is being sent, so they can be at multiple points in the same campaign.
• All emails must be sent in accordance with Infusionsoft’s terms and conditions. Abuse of this plugin will result in immediate revocation of your Pocket Developer license and a report of abuse to Infusionsoft.

Field Math($5)

Create a formula using variables. Variables can be values from standard or custom fields from any record type. Use up to 52 variables (a-z and A-Z). Store the result in any text field on any record type.

Use Cases

• Calculate the commission owed on a purchase and add it to a running total in the affiliate's contact record
• Determine average lifetime value of a customer so you know how much you can spend acquiring new customers
• Calculate average order size after each purchase
• Create your own lead scoring system

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Examples

File Upload($4)

Upload one or more files to the contact’s filebox. Unlike other Pocket Developer plugins, File Upload is activated by code on a webpage (not an HTTP Post from campaign builder.) This plugin can be used by any process that includes a contact’s id or an order id in a URL, such as Infusionsoft web form thank you pages, Infusionsoft order form thank you pages, and email links. It can trigger API goals to automate post-upload actions in campaigns.

Use Cases

• Have applicants upload a photograph of themselves to their filebox after they fill out an application form
• Have customers upload a vital document to their filebox after they place an order
• Email contacts a link to upload a signed documents to their filebox

Parameters

Examples

Notes

How to use File Upload

1. Create a page on your website.
2. Get the code file here.
3. Copy and paste the contents of the code file into the page you just created.
4. In the line
   <input type="hidden" id="tag_app" name="App" value=""/>
   add your PDev token between the quotes after value=.
5. (Optional) If you want to trigger campaign actions in Infusionsoft, in the line
   <input type="hidden" id="tag_api_goal" name="apiGoal" value=""/>
   add the name of the API Goal you’ve created in your campaign between the quotes after value=.
6. (Optional) If you want to redirect to another page after submission, in the line
   <input type="hidden"id="tag_redirect" name="redirect" value=""/>
   add the URL of the page to redirect to between the quotes after value=.
7. If you wish, edit the form text and styling.
8. Save your page and copy the URL.
9. Use the link in one or more of the following ways:
   1. On the Thank-you Page tab of an Infusionsoft web form, select Web Address and paste the URL of the page you just created.
   2. On the Thank-you Page tab of an Infusionsoft order form, select Web Address and paste the URL of the page you just created.
   3. On an email, add a link and paste the url of the page you just created. Add the following text to the end of the link:
      ?contactId=~Contact.Id~
10. For web forms and order forms, make sure “Pass contact’s information to the thank-you page” is checked.
11. Save your Infusionsoft form or email, publish it, and test.

Form Submit Blocker($3)

Form Submit Blocker uses hidden fields on an Infusionsoft form to prevent overwriting existing data. The plugin will check for a contact record with the email address entered on the form. If found and data already exists in the field(s) you specify, the form will display a customizable warning and prevent submission.

Parameters

Examples

Notes

Form Submit Blocker works through hidden fields added to your Infusionsoft form. You will need to add four fields.
1) Add a hidden field. For Which Field, select the “Custom Parameter (Not Saved)” option at the bottom. (This parameter will be used, but will not be submitted as data.) For the Field Name, type in “App” (no quotes). For the Field Value, type in your unique Pocket Developer token.
2) Add a second hidden field. For Which Field, select the “Custom Parameter (Not Saved)” option at the bottom. (This parameter will be used, but will not be submitted as data.) For the Field Name, type in “BlockFields” (no quotes). For the Field Value, type in the database name(s) of the field(s) you want to prevent from being overwritten. If you want to check multiple fields, separate the names with a comma. Custom field names must be preceded by an underscore.
3) Add an HTML Snippet. Copy the following and paste it into the HTML field:




4) Add another HTML Snippet. Copy the following and past it into the HTML field. You may edit the HTML as you wish to achieve the desired warning message.

Generate Password($4)

This plugin generates a password for a contact from Campaign Builder and saves it to the Password field or another field you designate. You can specify the password length, whether to allow special characters or generate a number, and add a prefix or suffix.

Use Cases

• Generate a password from Campaign Builder.
• Generate randomized numbers of a specific length to assign to contact.
• Add prefix or suffix to a random string to make a unique identifier.

Parameters

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

GoToWebinar($3)

Manage your GoToWebinar attendees from within an Infusionsoft campaign. Retrieve webinars, register contacts, save webinar information in the contact record and check and tag attendance.

Use Cases

• Register a GoToWebinar attendee from Campaign Builder
• Apply a tag to all attendees of a GoToWebinar
• Apply a tag to all non-attendees of a GoToWebinar
• Create a completely dynamic GoToWebinar campaign
• Pull a list of all scheduled GoToWebinars
• Automatically check the attendance of a GoToWebinar series
• Automatically re-register contacts for a recurring webinar

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

HTTP Request($5)

HTTP Request allows you the flexibility to create an HTTP call to any endpoint using any format so that you are no longer limited to Infusionsoft’s single style POST.  Leveraging the power of PHP’s curl library, HTTP Request provides a number of options so that you can format your API call however it is required by your endpoint.

Use Cases

• Format an API call as a json array
• Apply Authentication to an API Call
• Format an API call as xml
• Send a GET, PUT, or DELETE request to an endpoint
• Save response data and react on successes and failures
• Add an Accept Header to your HTTP Request
• Send data to any service with API endpoints (e.g., Slack, Asana, Teamwork, etc.) without using Zapier

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

Notes

The parameters used with the HTTP Request plugin will depend on the endpoint where the data is being sent. The information about what those parameters are will be in the API documentation for the service in question. You may be required to create an “app” or other account with the service in order to use the endpoints.

Create Asana Tasks with HTTP Request
For more information on Asana task parameters you can set, see https://asana.com/developers/api-reference/tasks#create.

Opt In

Parameters

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

Opt Out

Parameters

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

PhotoShelter

Create a new collections and/or gallery in Photoshelter from an HTTP Post in Campaign Builder, and save the collection/gallery id, collection/gallery name, and collection/gallery link to fields in Infusionsoft. Set permissions, passwords, and expirations for collections.

Use Cases

• Add a new collection or gallery when a customer books a photoshoot
• Save collection or gallery link to contact record to send in emails
• Rename a collection or gallery
• Set a password on a collection or gallery
• Change permissions on a collection or gallery to allow downloads after purchase
• Update a collection or gallery password expiration date

Parameters

Examples

Notes

To fully utilize this plugin, you may need up to ten Infusionsoft fields to store collection id, collection name, collection link, gallery id, gallery name, gallery link, collection password, collection password expiration date, gallery password, and gallery password expiration date.

Send A Text (TelAPI)

Send a SMS message using TelAPI.

Parameters

Examples

Send A Text (Twilio)

Send a SMS message using Twilio.

Parameters

Examples

Subscription Handling: Activate

This plugin allows you to activate a subscription from an HTTP POST.

Parameters

Examples

Subscription Handling: Deactivate

This plugin allows you to deactivate a subscription from an HTTP POST.

Parameters

Examples

Subscription Handling: Update Subscription Billing Date($5)

This plugin allows you to update a subscription’s next billing date from an HTTP POST.

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

Notes

• This plugin will allow you to change subscription billing dates in a way that might be prohibited through the Infusionsoft user interface. This may have undesired results. Care should be used in deploying this plugin.
• If the contact has more than one subscription, prefetch and Advanced Merge Field Notation should be used to ensure the intended subscription is updated.

Tags on the Fly($4)

Create a tag automatically. If the tag does not exist, a new tag will be created and applied. Create tag categories as tags are created. Merge data into tag names to create distinct tags only as needed.

Use Cases

• Add new tags every month.
• Merge data into tag names to create unique tags as needed.

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Examples

Total Purchases

This plugin will calculate the total purchase for a contact.

Parameters

Examples

Universal Delay Timer($5)

Set custom delays in Campaign Builder that do exactly what you want, when you want, in the time zone you want. Handle situations where the same contact may need to enter a campaign multiple times (not normally possible). Save a data snapshot to use at a later date. Specify conditions for entering a sequence beyond Decision Diamond capabilities. Execute an action even if a date is in the past.

Parameters

Required

     Advanced Merge Field Notation can be applied to this parameter

Optional

     Advanced Merge Field Notation can be applied to this parameter

Examples

Notes

Set a custom delay for any time you want. Trigger an API goal at any future date/time to continue a campaign. Execute an action even if a date is in the past. Store the current data and access it when the API goal fires, even if the data has been overwritten in the meantime.