Payment plan details in Infusionsoft
Workato's action Get payment plan details by invoice ID in Infusionsoft allows user to get specific details regarding a certain subscription plans for an order.
Here is an example details, both in Infusionsoft and in Workato
To view a payment plan, go to Infusionsoft, and View an order. Payment plans will be at the bottom of the page :
By clicking on Edit Payment Plan, you will be able to see more details regarding the Order's Payment Plan.
When using the action, the details available in Workato is displayed here.
What can I do with these information?
1) Getting invoices made by a specific user for a range of date
This allows you to understand the payment habits made by a client, which could be useful for enquiries or report making in your CRM
2) Syncing payments
Payment plan details contain the ID of each payments for the order. With this, you will be able to sync all payments made for this order.