Infusionsoft is a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture and e-commerce.

Organize anything, together. Trello is a collaboration tool that organizes your projects into boards.

crm e-commerce email-marketing tier-2
project-management tier-2

Contacts

  • ID
    First Name
    Middle Name
    Last Name
    Email
    Contact Notes
    Person Type
    Email Address2
    Email Address3
    Address1 Type
    Address2 Street1
    Address2 Street2
    Address2 Type
    Address3 Street1
    Address3 Street2
    Address3 Type
    Anniversary
    Assistant Name
    Assistant Phone
    Billing Information
    Birthday
    City
    City2
    City3
    Company
    Country
    Country2
    Country3
    Fax1
    Fax1 Type
    Fax2
    Fax2 Type
    Groups
    Job Title
    Created At
    Updated At
    Created By
    Updated By
    Lead Source
    Leadsource
    Nickname
    Owner
    Password
    Phone1
    Phone1 Ext
    Phone1 Type
    Phone2
    Phone2 Ext
    Phone2 Type
    Phone3
    Phone3 Ext
    Phone3 Type
    Phone4
    Phone4 Ext
    Phone4 Type
    Phone5
    Phone5 Ext
    Phone5 Type
    Postal Code
    Postal Code2
    Postal Code3
    Referral Code
    Spouse Name
    State
    State2
    State3
    Street Address1
    Street Address2
    Suffix
    Title
    Username
    Validated
    Website
    Zip Four1
    Zip Four2
    Zip Four3
  • Contact Created

    Triggers when a Contact is created in the selected account.

  • Contact Updated

    Triggers when a Contact is updated in the selected account.

  • Create a Contact

    Creates a new Contact.

  • Create or Update Contact

    Creates a new Contact or updates information on one if it already exists.

  • Update a Contact

    Updates the selected Contact.

  • Delete a Contact

    Deletes the selected Contact.

  • Search Contacts

    Searches for Contacts in the selected and returns a list.

Opportunities

  • ID
    Opportunity Title
    Opportunity Notes
    Affiliate
    Contact
    Stage
    User
    Estimated Close Date
    Leadsource
    Next Action Date
    Next Action Notes
    Objection
    Projected Revenue High
    Projected Revenue Low
    Created At
    Updated At
    Created By
    Updated By
  • Opportunity Created

    Triggers when a new Opportunity is created in the selected account.

  • Opportunity Updated

    Triggers when an Opportunity is updated in the selected account.

  • Create an Opportunity

    Creates a new Opportunity.

  • Update an Opportunity

    Updates the selected Opportunity.

  • Delete an Opportunity

    Deletes the selected Opportunity.

  • Search Opportunities

    Searches for Opportunities in the selected account and returns a list.


Boards

  • ID
    The unique ID of the board.
    Name
    The name of the board.
    Background Color
    The background color of the board.
    URL
    The URL of the board.
    Short URL
    The short URL of the board.
    Closed
  • Create a Board

    Creates a new board.

  • Delete Board

  • Look Up a Board

  • Search Boards

    Lists boards applying the specified filters.

Lists

  • ID
    The unique ID of the list.
    Name
    The name of the list.
    Position
    The position of the list.
    Closed
    Board ID
    The ID of the board the list belongs to.
  • Create a List

    Creates a new list in the given board.

  • Look Up a List

  • Search Lists

    Gets lists in the given board, applying optional filter conditions.

Cards

  • ID
    The unique ID of the card.
    Name
    The name of the card.
    Description
    The description of the card.
    Due Date
    The due date of the card.
    Position
    The position of the card (top, bottom, or a positive number).
    Updated At
    The date the card was last updated.
    Short URL
    Short ID
    Subscribed
    Closed
    Board
    List
    The list of the card.
    Labels
    Members
    Members of the card.
    Attachments Count
  • Card Created

    Triggers when a new card is created in the specified board.

  • Card Updated

    Triggers when a card is updated in the specified board.

  • Card Event

    Triggers on any card event in the specified board.

  • Label Changed

    Triggers when a label is added or removed to/from a card.

  • Membership Changed

    Triggers when a member is added or removed to/from a card.

  • Card Moved

    Triggers when a card is moved to a different list or board. Note that if a card is moved from one list to another list in the same board, previous_list attribute is set and previous_board attribute is empty. If a card is moved from another board, previous_board is set and previous_list is not.

  • Create a Card

    Creates a new card in the specified board and list.

  • Update a Card

    Updates an existing card.

  • Move a Card

    Moves a card to another another list, or a new position in a list.

  • Copy a Card

    Makes a copy of a card, optionally include checklist, labels, members, attachments, etc.

  • Subscribe to a Card

    Subscribes to a card to get notifications when something changes.

  • Unsubscribe from a Card

    Unsubsribes from card notifications.

  • Archive a Card

    Removes the specified card from a board (Archives it).

  • Send to Board (Unarchive)

    Sends a card back to a board (Unarchives it).

  • Delete a Card

    Deletes an existing card and all history associated with it.

  • Add Label

    Add a label to an existing card.

  • Move to Board

    Moves a card to another another board and list.

  • Remove Label

    Remove a label from an existing card.

  • Look Up a Card

  • Search Cards

    Lists cards in the given board and list, applying optional filter conditions.

Comments

  • Text
    Card
  • New Comment

    Triggers when a new comment is created in the given board.

  • Add a Comment

    Adds a new comment to the specified card.

Attachments

  • ID
    Name
    URL
    Created At
    Size
    Mime Type
    Is Upload
  • New Attachment

    Triggers when a new attachment is added to a card in the specified board.

  • Add an Attachment

    Adds an attachment to the specified card.

  • Search Attachments