Funnel Bots

Adds time to a field in increments of seconds, minutes, hours, days, weeks, months or years to a field and updates the contact record.

The Proper Bot will set the value of a field to proper case. Whether you have field values that come into your Infusionsoft App in ALL CAPS or all lowercase, you can correctly capitalize the field value. this is especially good for name fields.

The Big Spender Bot will determine the total spent by a contact for a given time range and save the value to the contact record.

Optionally, a tag may be applied if the value is greater than a target amount.

The Date Tag Bot creates if necessary and then applies a tag corresponding to the date in a field. This means if you want to tag a contact with the day of the week they bought, this bot will do it.

Add or remove a tag from contacts with a specific tag.

The Move It Bot will copy a value from one field to another in the contact record.

If you have custom fields that can be regularly saved over, you can first move that data out to a different field. This works great for contact surveys that you run multiple times for contacts.

The Task Bot can create a task, appointment or note for a contact record.

What is a task? How can you make an appointment (linking to other features)? How do you add stuff using the Task Bot?

Addition Bot: Adds two values found in fields and saves the result to a field in the contact record.

Subtraction Bot: Subtracts the second value from the first as obtained from fields in the contact record and saves the result to the contact.

Average Bot: Determine the average value of a field in contacts with a given tag and save it to the contact record.

Division Bot: Divides the first value by the second as obtained from fields in the contact record and saves the result to the contact.

Multiplication Bot: Multiply two values found in fields and saves the result to a field in the contact record.

The Transaction Average Bot saves the average transaction value for a contact during a given time range to the contact record.

This allows you to see who your most active and most valuable customers are within the desired time period.

This can be a great asset in determining an audience to sync to Facebook Custom Audiences, or for direct marketing to this group of customers.

The Note Pad Bot allows you to append a field value to the contact's note pad.

The Airtable Bot will transfer data from Infusionsoft to Airtable Bases.

This can be done by easily entering in your field names with "AT+" and just copying and pasting the Airtable Base Id, Table Name and API Key into the proper fields.

The Zoom Register Bot allows you to register contacts for Zoom webinars.

This bot will place the registrant's unique link in the contact record and then tag them as registered, making it easier for you to see who has registered for your webinar.

The Last Invoice Bot gets the total of the last invoice charged on the contact record.

Move all opportunities associated with a contact to the designated stage.

The Counter Bot takes an initial value and will increment that value by one and save to the contact record.

Optionally, the count may be advanced by any number provided, positive or negative, and a tag may be applied if greater than a target amount.

When a full name is saved to the First Name field, the Name Splitter Bot will split the name and save the first name to the First Name field and the rest of the name to the Last Name field.

The Affiliate Namer Bot can save the name of the current referring affiliate of a contact to a field in the contact record and applies a tag to indicate that the contact was or was not affiliated to a referral partner.

The Tag by Field Bot creates a tag if it doesn't exist from the value in a contact field and applies the tag to the contact record.

The You Are Number Bot saves the number of contacts with a designated tag plus one to a field in the contact record.

With this bot, you can keep track of how many contacts have a tag without having to dig around in Infusionsoft for that information.

You can even set this bot up with a recurring process in the campaign builder with a text to deliver to you the number of contacts that have a tag applied.

When Infusionsoft saves a date, it is formatted in a hard-to-read way. It would be better to have a date in an easy-to-read format that is appropriate for my needs.

The Friendly Date Bot converts Infusionsoft's machine-friendly date format into a human-friendly one and saves it to the contact.

Set the quantity total of an invoice with one product and save it to the contact record.

The Balance Due Bot will determine the total due on existing invoices for a given time range on a contact record and save the value to the contact record.

Optionally a tag may be applied if the value is greater than a target amount. (How would this be beneficial?)

Balance due is displayed as a positive number with this bot.

will interest site visitors. For example, if you are using tabs to show different services write about what makes this service unique. If you are using tabs to display restaurant items write about what makes a specific dish particularly worthwhile or delicious.

The Tag Difference Bot determines the difference in time between when two tags were set on a contact record and save the result in the time unit indicated to the contact record.

The Auto Merge Bot will automatically merge contacts that have the same email address following Infusionsoft's default merge rules.

Does this only work with email addresses? What are Infusionsoft's default merge rules?

The Referral Count Bot saves the total referrals generated by a contact to their contact record.

The Saved Search Count Bot saves the number of contacts in a designated saved search.

The Tag Date Bot saves the date and time a tag are applied to a contact in a contact field.

The Social Bot checks social networks for profiles associated with the email address provided.

Privacy concerns?

It will then save profile names, urls, images, and more to the contract record.

Unlike the rest of the bots, Social Bot does have an additional cost. But, at 2 cents per successful report