Infusionsoft CRM Authenticate

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You can authenticate with Infusionsoft to create your own instance of the Infusionsoft CRM element through the UI or through APIs. Once authenticated, you can use the element instance to access the different functionality offered by the Infusionsoft platform.

Authenticate Through the UI

Use the UI to authenticate with Infusionsoft and create an element instance. Because you authenticate with Infusionsoft via OAuth 2.0, all you need to do is add a name for the instance. After you create the instance, you'll log in to Infusionsoft to authorize Cloud Elements access to your account. For more information about authenticating an element instance, see Authenticate an Element Instance (UI)

After successfully authenticating, we give you several options for next steps. Make requests using the API docs associated with the instance, map the instance to a virtual data resource, or use it in a formula template.

Authenticate Through API

Authenticating through API is similar to authenticating via the UI. Instead of clicking and typing through a series of buttons, text boxes, and menus, you will instead send a request to our /instances endpoint. The end result is the same, though: an authenticated element instance with a token and id.

Authenticating through API follows a multi-step OAuth 2.0 process that involves:


1
Redirect URL




2
Authenticate Users




3
Authenticate Instance


Getting a Redirect URL


1
Redirect URL




2
Authenticate Users




3
Authenticate Instance


Use the following API call to request a redirect URL where the user can authenticate with the service provider. Replace {keyOrId} with the element key, infusionsoftcrm.

curl -X GET /elements/{keyOrId}/oauth/url?apiKey=<api_key>&apiSecret=<api_secret>&callbackUrl=<url>&siteAddress=<url>

Query Parameters

Query ParameterDescription
apiKeyThe API key or client ID obtained from registering your app with the provider. This is the Key Name that you recorded in the API Provider Setup section.
apiSecretThe client secret obtained from registering your app with the API provider. This is the Secret Name that you recorded in the API Provider Setup section.
callbackUrlThe URL that the API provider returns a user to after they authorize access. This is the Callback URL Name that you recorded in the API Provider Setup section.

Example cURL

curl -X GET \
  'https://api.cloud-elements.com/elements/api-v2/elements/infusionsoftcrm/oauth/url?apiKey=fake_api_key&apiSecret=fake_api_secret&callbackUrl=https://www.mycoolapp.com/auth&state=infusionsoftcrm' \

Example Response

Use the oauthUrl in the response to allow users to authenticate with the vendor.

{
  "oauthUrl": "https://signin.infusionsoft.com/app/oauth/authorize?scope=full&response_type=code&redirect_uri=https%3A%2F%2Fhttpbin.org%2Fget&state=infusionsoftcrm&client_id=4ynetc9z7v6vajwvkwvxvgxj",
  "element": "infusionsoftcrm"
}

Authenticating Users and Receiving the Authorization Grant Code


1
Redirect URL




2
Authenticate Users




3
Authenticate Instance


Provide the response from the previous step to the users. After they authenticate, Infusionsoft CRM provides the following information in the response:

  • code
  • state
Response ParameterDescription
codeThe authorization grant code returned from the API provider in an OAuth 2.0 authentication workflow. Cloud Elements uses the code to retrieve the OAuth access and refresh tokens from the endpoint.
stateA customizable identifier, typically the element key (infusionsoftcrm) .
Note: If the user denies authentication and/or authorization, there will be a query string parameter called error instead of the code parameter. In this case, your application can handle the error gracefully.

Authenticating the Element Instance


1
Redirect URL




2
Authenticate Users




3
Authenticate Instance


Use the /instances endpoint to authenticate with Infusionsoft CRM and create an element instance.

Note: The endpoint returns an element instance token and id upon successful completion. Retain the token and id for all subsequent requests involving this element instance.

To authenticate an element instance:

  1. Construct a JSON body as shown below (see Parameters):

    {
      "element": {
        "key": "infusionsoftcrm"
      },
      "providerData": {
        "code": "<AUTHORIZATION_GRANT_CODE>"
      },
      "configuration": {
        "oauth.callback.url": "<CALLBACK_URL>",
        "oauth.api.key": "<CONSUMER_KEY>",
        "oauth.api.secret": "<CONSUMER_SECRET>",
        "infusionsoft.server": "<ACOUNT_URL>",
        "infusionsoft.private.key": "<ENCRYPTED_KEY>"
      },
      "tags": [
        "<Add_Your_Tag>"
      ],
      "name": "<INSTANCE_NAME>"
    }
    
  2. Call the following, including the JSON body you constructed in the previous step:

    POST /instances
    
    Note: Make sure that you include the User and Organization keys in the header. For more information, see Authorization Headers, Organization Secret, and User Secret.
  3. Locate the token and id in the response and save them for all future requests using the element instance.

Example cURL

curl -X POST \
  https://api.cloud-elements.com/elements/api-v2/instances \
  -H 'authorization: User <USER_SECRET>, Organization <ORGANIZATION_SECRET>' \
  -H 'content-type: application/json' \
  -d '{
  "element": {
    "key": "infusionsoftcrm"
  },
  "providerData": {
    "code": "xxxxxxxxxxxxxxxxxxxxxxx"
  },
  "configuration": {
    "oauth.callback.url": "https;//mycoolapp.com",
    "oauth.api.key": "xxxxxxxxxxxxxxxxxx",
    "oauth.api.secret": "xxxxxxxxxxxxxxxxxxxxxxxx",
    "infusionsoft.server": "dt123.infusionsoft.com",
    "infusionsoft.private.key": "47dxxxxxxxxxxxxxxxxxxxx"
  },
  "tags": [
    "Docs"
  ],
  "name": "API Instance"
}'

Parameters

API parameters not shown in Cloud Elements are in code formatting.

Note: Event related parameters are described in Events.
ParameterDescriptionData Type
keyThe element key.
infusionsoftcrm
string
codeThe authorization grant code returned from the API provider in an OAuth 2.0 authentication workflow. Cloud Elements uses the code to retrieve the OAuth access and refresh tokens from the endpoint.string
Name
name
The name of the element instance created during authentication.string
oauth.api.keyThe API key or client ID obtained from registering your app with the provider. This is the Key Name that you noted in API Provider Setup.string
oauth.api.secretThe client secret obtained from registering your app with the API provider. This is the Secret Name that you noted in API Provider Setup.string
oauth.callback.urlThe API key or client ID obtained from registering your app with the provider. This is the Callback URL Name that you noted in API Provider Setup.string
Infusionsoft Server
infusionsoft.server
The account portion of your Infusionsoft URL. For example, if your account url is https://dt123.infusionsoft.com enter dt364.infusionsoft.com. You can also enter https://dt123.infusionsoft.com.string
Infusionsoft Encrypted Key
infusionsoft.private.key
The encrypted API key that you noted in API Provider Setup.string
tagsOptional. User-defined tags to further identify the instance.string

Example Response for an Authenticated Element Instance

In this example, the instance ID is 12345 and the instance token starts with "ABC/D...". The actual values returned to you will be unique: make sure you save them for future requests to this new instance.

{
  "id": 12345,
  "name": "API Instance",
  "createdDate": "2017-08-07T18:46:38Z",
  "token": "ABC/Dxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
  "element": {
      "id": 191,
      "name": "Infusionsoft",
      "hookName": "Infusionsoft",
      "key": "infusionsoftcrm",
      "description": "Add an Infusionsoft Instance to connect your existing Infusionsoft account to the CRM Hub, allowing you to manage contacts, leads, accounts, opportunities etc. across multiple CRM Elements. You will need your Infusionsoft account information to add an instance.",
      "image": "https://pbs.twimg.com/profile_images/378800000727744956/dd537d4a5255fc3aef14d27ec04a823a_400x400.png",
      "active": true,
      "deleted": false,
      "typeOauth": false,
      "trialAccount": false,
      "bulkDownloadEnabled": false,
      "bulkUploadEnabled": false,
      "cloneable": true,
      "extendable": true,
      "beta": true,
      "authentication": {
          "type": "oauth2"
      },
      "extended": false,
      "hub": "crm",
      "protocolType": "http",
      "parameters": [  ]
    },
    "elementId": 191,
    "tags": [
        "Docs"
    ],
    "provisionInteractions": [],
    "valid": true,
    "disabled": false,
    "maxCacheSize": 0,
    "cacheTimeToLive": 0,
    "configuration": {    },
    "eventsEnabled": false,
    "traceLoggingEnabled": false,
    "cachingEnabled": false,
    "externalAuthentication": "none",
    "user": {
        "id": 12345
      }
}