Custom Infusionsoft App for Law Firm

Infusionsoft is an online CRMS (Customer Relationship Management System) that rivals Sales Force. Infusionsoft exposes an API that allows us to read and write data to their database through code.
Call for pricing

An API or Application Programming Interface allows a company such as Custom Apps 360, LLC to read and write data to a systems database. Thus allowing us to integrate 2 mutually exclusive software systems. Custom Apps 360, LLC could create a custom app that automates the process of reading and writing data to Infusionsoft (see:

For a Law Firm in Cleveland that uses a practice management application called Needles, we were able to automatically synch up client information with Needles and Infusionsoft. Needles uses a SQL Server type database called SQL Anywhere. Not having used SQL Anywhere before, we were able to find the right tools that allowed us to connect to the SQL Anywhere database in order to read and write to the data.

We created a couple of custom fields in the SQL Anywhere database that keep track of the Infusionsoft Contact Id and when the last time the client in Needles was synched with Infusionsoft. A desktop application that runs on its own, examines the Needles database a few times a day to see if there are any new clients or if the information for any of the existing clients have changed.

Features Include:

  • Automated syching of contact data from Needles to Infusionsoft.
  • Checking for Duplication.
  • Bringing forward the latest Case Information.
  • Email notification that the synch application is running.
Product tags