Creating a case in FuseDesk is possible from right within Infusionsoft’s Campaign Builder so you can automate the creation of cases in FuseDesk from Infusionsoft!

To create a new FuseDesk case from within Infusionsoft’s Campaign Builder:

  1. Setup (or use an existing) FuseDesk API Key
  2. In  Campaign Builder in Infusionsoft, go into the Sequence where you want to create a FuseDesk Case
  3. Connect up a new Send HTTP Post from under Process
  4. Double click the newly placed HTTP Post to edit it
  5. For POST URL, enter https://YOURAPPNAME.fusedesk.com/api/v1/cases
  6. Under Name/Value pairs, add new lines by clicking the plus icon for each of the following:
    1. apikey: Your FuseDesk API key fromstep #1 above
    2. contactid: ~Contact.Id~
    3. openedby: ~Contact.FirstName~ ~Contact.LastName~
    4. depid: the ID of the department you want to assign the case to
    5. repid: the UserID of the rep you want to assign the case to. This is optional, so remove this if you want to pick a random rep in the department.
    6. summary: The summary of the case. Use whatever merge fields you like here form Infusionsoft. This should be short, like a subject line of an email
    7. details: The summary of the case. Use whatever merge fields you like here form Infusionsoft. This can have all the case details that you want your team to see.
  7. Change the status from Draft to Ready
  8. Click Back to Sequence, Publish and Test as needed!

For more details, this was covered in depth as a part of our October 2013, Mastermind Call.