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When E-commerce Actions Run

Guest Author: 


Christian Wiles
Infusionsoft Certified Consultant and Developer
Automate Today, LLC

 

There are a lot of automation options when working with the E-Commerce portion of Infusionsoft. Sometimes it is tough to find out when certain actions will actually run. This guide, prepared by Infusionsoft Partner, Christian Wiles, shows us the criteria necessary for an action to run.

Pro Tip! The following results require the Run Purchase Actions on All Orders option to be set to Yes. You can find this setting by going to E-commerce > Settings > Order.

 

Transaction > Payment Process Type Infusionsoft Automation Trigger
 Product/SubCredit Card Autocharge Attempt (Billing automation)Product Specific Purchase Action Global Purchase ActionsPurchase Online Campaign Goal

Product From Order Form/Shopping Cart

ProdYYYY

Initial Subscription From Order Form/Shopping Cart

SubYYYY

Manual - Add Order - Add Payment - Charge Credit - Card Now

ProdYYNY

Manual - Add Subscription - Autocharge Credit Card - Invoice Button

SubYYNY

Manual - Add Subscription - Allow Cron to Charge Card

SubYYNY

Legacy Action - Add Order - Product

ProdYYNY

Legacy Action - Add Order - Subscription - 1st Iteration

SubYYNY

Recurring Order Credit Card Payment AFTER Initial Order

SubYNNN

Product w/ Pay Plan from Cart w/ Balance Due - Initial

ProdYYYY

Manual Order with Pay Plan and Remaining Balance

ProdYYNN

Any Order with Pay Plan and Payoff Balance

ProdYYNN

Manual Process of Recurring Order Payment AFTER Initial Order - Add Payment - Credit Card Now

SubYNNN

Manual Process of Recurring Order Payment AFTER Initial Order - Add Payment - Manual

SubNNNN

Manual Order - Add Order - Add Payment - No Card Processed (CC Manual, Cash, Check, etc)

ProdNYNN

Manual Order - Add Subscription - Add Payment - No Card Processed (CC Manual, Cash, Check, etc)

SubNYNN

Invoices charged by API service Invoice.chargeInvoice

ProdYYNY

Invoices charged by API service Invoice.chargeInvoice - Initial invoice as recurring

SubYYNY

Orders created and charged through API service OrderService.placeOrder

ProdYYYY

Subscription Orders created and charged through API service OrderService.placeOrder

SubYYYY

Add a manual Payment using the API service InvoiceService.addManualPayment

ProdNYNN