PART 1: Setup Billing automation in Infusionsoft by Keap

Check out their guide billing automation directly from your Infusionsoft.

PART 2: Enable CustomerHub API goal triggers

CustomerHub has the ability to run automation in your Infusionsoft when a Customer payment is successful or fails. See the video above and check out our API goal trigger guide.

(LEGACY OPTION) Create and Configure Payment Automation

  1. Setup an Action Set in Infusionsoft
  2. Add the Action Set ID to the Successful CustomerHub Payment Action Set and/or Failed CustomerHub Payment Action Set field, located under the Infusionsoft Action Sets (optional) section on your Application Settings page.
  3. Click Save

Note: This option ONLY works with Infusionsoft by Keap

Did this answer your question?