Infusionsoft by Keap

Notifying your sales team about new invoices can help keep them motivated and in-the-know. If you want to alert your sales team or your accounting team whenever a new Infusionsoft invoice is created, use this Zap to automatically send them a Slack message.

How It Works

  1. A new Infusionsoft invoice is created.
  2. Zapier automatically sends a Slack message.

What You Need

  • Infusionsoft account
  • Slack account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Infusionsoft by Keap + Slack and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Triggers when you add a new contact.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Contact Action

Triggers when you add a new action for a contact (task, note, or appointment).

Tag Existing Contact

Applies a tag to an existing contact.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

New Expense

Triggers when you add a new expense for an opportunity or leadsource.

Add Reminder

Adds a reminder for yourself or a teammate, just like the /remind slash command.

New Opportunity

Triggers when you add a new opportunity.

Send Channel Message

Post a new message to a specific #channel you choose.

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Become a Zapier Integration Partner

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

See Slack Integrations