Infusionsoft + TaskAGI

Automate your Infusionsoft workflows instantly

Connect Infusionsoft to TaskAGI and automate contact management, tagging, and campaign workflows. Stop manual data entry and let your CRM work for you.

Connect Infusionsoft

Available Operations

Actions you can perform with Infusionsoft

Create Contact

Create or update a contact in Infusionsoft

Apply Tag

Apply a tag to a contact

Remove Tag

Remove a tag from a contact

Add to Campaign

Add a contact to a campaign sequence

Get Contact

Retrieve contact information by email or ID

Create Opportunity

Create a sales opportunity in Infusionsoft

Get Tags

Retrieve all Infusionsoft tags

Get Campaigns

Retrieve all Infusionsoft campaigns

Use Cases

Real-world automations you can build today

Auto-tag new contacts

Instantly apply tags to contacts based on form submissions or other triggers.

Sync contact data

Keep contact information up-to-date across your systems automatically.

Launch campaigns automatically

Trigger email campaigns in Infusionsoft when specific conditions are met.

Create sales opportunities

Generate opportunities in Infusionsoft from leads across your workflow.

How It Works

Get started in minutes

Connect

Authorize TaskAGI with your Infusionsoft account via secure OAuth.

Configure

Choose which contacts, tags, and campaigns you want to automate.

Build

Create workflows using if-this-then-that logic without coding.

Deploy

Turn on your automation and watch Infusionsoft work hands-free.

Frequently Asked Questions

How do I connect Infusionsoft?

Authorize TaskAGI through Infusionsoft's OAuth in seconds. No API key needed. You'll have access to all your contacts, tags, and campaigns immediately.

Can I create contacts automatically?

Yes. Create new contacts in Infusionsoft from any trigger—form submissions, webhooks, or other app events.

What operations are supported?

Create/get contacts, apply/remove tags, add to campaigns, create opportunities, and retrieve your existing tags and campaigns.

Are there any usage limits?

No limits on TaskAGI's side. Your Infusionsoft plan determines API rate limits. Most small businesses never hit them.