Submitting Orders Using the Infusionsoft API

These instructions are for SubscriptionBoss users who are currently using the ‘WebForm’ method of submitting orders to Infusionsoft and want to switch to using the API method which requires less setup.
If you wish to have affiliate sales, you will need to use this method.
The minimum version of SubscriptionBoss that has this feature is 1.0.

Instead of specifying a webform, the new method requires you to supply two values:

1. The action set to run on a successful order
2. The thank you page to display after the action set has run

You can find both these values from the webform.

The steps are:

1. Log in to Infusionsoft and click on Misc | Webforms
2. Click to edit the webform you are using for this subscription
3. Click on the Set Up Actions tab
4. You should see 2 actions; the first is Create an Order; and the second should be a “Run x Actions”, a chained action set
5. Click on the Edit button alongside the second step
6. The action set name and the steps are displayed. What you need is the ID of this action set. The quickest way to do this is to click the Edit button. This causes a popup window to display the action set and you can see the ID of the action set is displayed in the window title (at least in Safari). The other way to find the Action Set ID is to note the name and then looking up the action set from Misc | Action Sets
7. Type 3, 4 or 5 digit Action Set number into the “Success Action Set” field in SubscriptionBoss
8. Back on Infusionsoft Click on the Set Up Thank You Page tab
9. Copy and paste the thank you URL from Infusionsoft to the “Thank You Page” field on SubscriptionBoss
10. On SubscriptionBoss clear the Infusion XID and InfusionName fields