Category: Customer Relationship Management tool
Tier: 3
Supported API Version: v1
Type: Source
Authentication: Token
Reference: https://developer.infusionsoft.com/pat-and-sak/
Resources:
Resources | Sub resources | Status | Description | Parameters |
|---|---|---|---|---|
Companies | Companies | Yes | Retrieves a list of all companies | NA |
Users | Users | Yes | Retrieves a list of all users | NA |
Emails | Emails | Yes | Retrieve a list of emails that have been sent | NA |
Merchant | Merchant | Yes | Retrieves a list of all merchant accounts | NA |
Products | Products | Yes | Retrieves a list of all products | NA |
Tasks | Tasks | Yes | Retrieves a list of all tasks using the specified search criteria | NA |
Appointments | Appointments | Yes | Retrieves all appointments for the authenticated user | NA |
Contacts | Contacts | Yes | Retrieves a list of all contacts | NA |
Opportunities | Opportunities | Yes | Retrieves a list of all opportunities. | NA |
Campaigns | Campaigns | Yes | Retrieves all campaigns for the authenticated user | NA |
How to get Access token
Step 2: From the settings option, click on API.
Step 3: Under “Personal Access Tokens” generate a token by clicking on “New Token
EazyDI create connection:
Connection Properties:
Name | Mandatory | Description |
|---|---|---|
Connection Name | Yes | Name of the connection |
Description | No | Description of connection |
API Key | Yes | Access token of your account Please refer to above section on how to get the API key |
Creating Pipeline
Step 1: Select Source Connector as Keap.
Step 2: Select Connection from the dropdown
Step 3: Configure the connection object and click Save button.
Step 4: Verify the connection details in the section and click on Next button
Step 5: Select the Target connection and connection object and click on Next button.
Step 6: Configure field mapping page and click on Next button.
Step 7: Select the scheduling and proceed ahead by clicking on Next button.
Step 8: Confirm the details that you have selected for this pipeline and click on Submit and the pipeline will be created.