Infusionsoft Action Sets for Customer Support Integrations in FuseDeskOfficially as of this morning, Infusionsoft Action Sets are fully online in all FuseDesk accounts. This powerful new feature allows you to run automation on a contact right from inside of FuseDesk and automatically attach the results of the actions to the case history.

Now, as you and your support team are providing World Class Customer Support to your customers, you can run automation to tag or untag the contact, start or stop a follow up sequence, start or stop a campaign, create an order or subscription, cancel a subscription, create an opportunity and so much more.

To apply an action set to a contact when viewing a case, scroll to the reply at the bottom of the case viewer and click on the Apply an Action tab.

Start typing in any part of the name of an action set in the action set search box and select the action set you want to run from the list. Click Apply to run the action set.

If you’d like to save this action set to your favorites, click the star icon () to the left of the action set. This will add the action set to your list of favorites easily accessible in the future.When viewing your list of starred action sets, click on the name of an action set to load it up and then click Apply to run the action set. To remove an action set from your favorites, click the yellow star in the top left and it will be removed from your favorites list.

After running an action set, FuseDesk will display the results of the action set, highlight each successful action and show any failed actions. In addition, we’ll log the results of the action set as part of the case history so the next time you’re viewing the case, you’ll see the results of previously run action sets.

Even better, after you run an action set, you’ll stay in the case so you can run multiple action sets and reply by email without leaving the page!

The possibilities are endless once you start running Infusionsoft action sets right in FuseDesk!

How will YOU use this new powerful functionality? Comment below to share your automation plans!