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
- Setup an Action Set in Infusionsoft
- 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.
- Click Save
Note: This option ONLY works with Infusionsoft by Keap