SlideShare a Scribd company logo
Infusionsoft API Guys – Pocket Developer 5 Minute
Install Demo
Select The API Guys Pocket Developer Building Block that Bests Fits Your
Infusionsoft Needs by visiting:
http://theapiguys.com/pocket-developer-building-blocks/
The more Pocket Developer Building BlocksTM you have, the more cool things you can do in Campaign Builder. The following blocks have been
released or will be soon:
• Any Date, Any Format, Anywhere – give the block any date, in any format (e.g. next Monday). It will convert to any valid
date/time format and store in a date or date/time field
• Any Text Anywhere – copy and store text from another field, set a field to a specified text string, or set the value to blank
• Any Opportunity to Any Stage- finds Opportunities for a Contact based on criteria you specify and changes the Opportunity
Stage
• Basic Math – add, subtract, multiply and divide Infusionsoft field values
• Combine Fields – combine the value of two fields (concatenate) and store the result
• Counter – increment or decrement a field by a specified number when run
• Field Math – do math using up to 52 fields and constants and store the result in a field
• GoToWebinar Integration – retrieve webinars, register contact, save webinar information in the contact record, and check and
tag attendance
• Multiple File Uploads – Upload one or more files to the contact’s filebox
• Send A Text (TelAPI) – send a SMS message using TelAPI
• Send A Text (Twilio) – send a SMS message using Twilio
• Total Purchases – calculate the total purchases for a contact. You specify whether to pull only paid invoices or all
Submit Payment
• The Any Text Anywhere Building BlockTM gives
you the following Infusionsoft superpowers:
• Create emails containing Order or
Opportunity data from Campaign Builder,
totally custom invoices, build custom reports,
save your custom fields, and more
• by updating or copying any text field
• from, to, or within Contacts, Companies,
Referral Partners, Opportunities and Orders.
Totally customizable, without any API coding
skills
• Pull from or set any text field, including those
pesky one-to-many records no one else
touches, like Orders and Opportunities. No
limits … just possibilities.
Any Text Anywhere – Pocket Developer:
2
1
Complete the Fast & Easy
Order Form
Click Submit
Check Your Email for the API Guys Portal Login Instructions
Login to the Portal 2 Find your new API Guys Infusionsoft Pocket Developer
in the Unfinished Business Section
3 Click Configure & Install
Before You Install Your Infusionsoft API Guys Pocket Developer
Building Block
Read the Important Pock Developer Installation Instructions
POPULATE
• Domain Name of where to install
• Domain User Name
• Domain Password
3Click Configure & Install
Click Next
NOTE: Infusionsoft API Guys Pocket Developers can be used on any Domain
Time to Install Your Infusionsoft API Guys
Pocket Developer on Your FTP
Enter Your Infusionsoft Credentials
• Nickname/Label (Pocket Developer Name)
• Infusionsoft App Name
• API Key
Click Next
Congratulation You Have Installed
The Infusionsoft API Guys Pocket Developer
How to Confirm Installation
On Your Server Go to the Public html or www section
Click on the Scripts Folder
Click on the Pocket Developer Folder
Click on the Blocks Folder You Will See the Block You Installed
To learn how to configure and use the Building Block check your email for the QuickStart Guide
Guides can also be found at:
http://theapiguys.com/pocket-developer-building-blocks/

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Infusionsoft API Guys - Pocket Developer 5 minute Installation Demo

  • 1. Infusionsoft API Guys – Pocket Developer 5 Minute Install Demo
  • 2. Select The API Guys Pocket Developer Building Block that Bests Fits Your Infusionsoft Needs by visiting: http://theapiguys.com/pocket-developer-building-blocks/ The more Pocket Developer Building BlocksTM you have, the more cool things you can do in Campaign Builder. The following blocks have been released or will be soon: • Any Date, Any Format, Anywhere – give the block any date, in any format (e.g. next Monday). It will convert to any valid date/time format and store in a date or date/time field • Any Text Anywhere – copy and store text from another field, set a field to a specified text string, or set the value to blank • Any Opportunity to Any Stage- finds Opportunities for a Contact based on criteria you specify and changes the Opportunity Stage • Basic Math – add, subtract, multiply and divide Infusionsoft field values • Combine Fields – combine the value of two fields (concatenate) and store the result • Counter – increment or decrement a field by a specified number when run • Field Math – do math using up to 52 fields and constants and store the result in a field • GoToWebinar Integration – retrieve webinars, register contact, save webinar information in the contact record, and check and tag attendance • Multiple File Uploads – Upload one or more files to the contact’s filebox • Send A Text (TelAPI) – send a SMS message using TelAPI • Send A Text (Twilio) – send a SMS message using Twilio • Total Purchases – calculate the total purchases for a contact. You specify whether to pull only paid invoices or all
  • 3. Submit Payment • The Any Text Anywhere Building BlockTM gives you the following Infusionsoft superpowers: • Create emails containing Order or Opportunity data from Campaign Builder, totally custom invoices, build custom reports, save your custom fields, and more • by updating or copying any text field • from, to, or within Contacts, Companies, Referral Partners, Opportunities and Orders. Totally customizable, without any API coding skills • Pull from or set any text field, including those pesky one-to-many records no one else touches, like Orders and Opportunities. No limits … just possibilities. Any Text Anywhere – Pocket Developer: 2 1 Complete the Fast & Easy Order Form Click Submit
  • 4. Check Your Email for the API Guys Portal Login Instructions Login to the Portal 2 Find your new API Guys Infusionsoft Pocket Developer in the Unfinished Business Section 3 Click Configure & Install
  • 5. Before You Install Your Infusionsoft API Guys Pocket Developer Building Block Read the Important Pock Developer Installation Instructions POPULATE • Domain Name of where to install • Domain User Name • Domain Password 3Click Configure & Install Click Next NOTE: Infusionsoft API Guys Pocket Developers can be used on any Domain
  • 6. Time to Install Your Infusionsoft API Guys Pocket Developer on Your FTP Enter Your Infusionsoft Credentials • Nickname/Label (Pocket Developer Name) • Infusionsoft App Name • API Key Click Next Congratulation You Have Installed The Infusionsoft API Guys Pocket Developer
  • 7. How to Confirm Installation On Your Server Go to the Public html or www section Click on the Scripts Folder Click on the Pocket Developer Folder Click on the Blocks Folder You Will See the Block You Installed To learn how to configure and use the Building Block check your email for the QuickStart Guide Guides can also be found at: http://theapiguys.com/pocket-developer-building-blocks/