menu-icon
Bit Assist Menu Icon

Flowlu Integrations

Estimated reading: 5 minutes 212 views

Flowlu Integration: The Best Way to Automate Your WordPress Workflow

Flowlu Integrations: Flowlu is a comprehensive business management platform that streamlines operations, manages projects, tracks finances, and collaborates with teams – all from one centralized location.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Flowlu. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Flowlu.

Available Actions

  • Create Account: This action will create an account in flowlu.
  • Create Opportunity: This action will create an opportunity in flowlu.
  • Create Project: This action will create a Project in flowlu.

Authorization of Flowlu Integration

First you have to select the Flowlu from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Flowlu from the action page.

Flowlu Integrations

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Flowlu Integrations Name

To get your Flowlu API Key and Company Name, follow these steps:

  • Sign in to your Flowlu account.
  • Click on your profile picture in the top right corner.
  • Select “Portal settings” from the menu.
  • Copy your “Account URL” and paste it into the “Company Name” field in your integrations page.
  • Go back to your Flowlu account and go to “API Settings“.
  • Click on “Create“.
  • Give your “API Key” a name and grant all of the permissions.
  • Click on “Save“.
  • Your “API Key” will be displayed.
  • Copy it and paste it into the “API Key” field in your integrations page.
Flowlu Integrations Portal settings
Flowlu Integrations get account URL
Flowlu Integrations account URL in bit integrations page
Flowlu Integrations API Settings
Flowlu Integrations API Settings save
Flowlu Integrations API Key Generate
Flowlu Integrations API Key in bit integrations page

Once you have successfully entered your API Key and Company Name, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Flowlu Integrations Authorize process with bit integrations

Select Action: Select an option from the drop-down list. For Example: “Create Account

Flowlu Integrations select an action

Select Account Type: Select an option from the drop-down list. For Example: “Contact

Flowlu Integrations Select Account Type

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Flowlu. The “Name” field is the default field in Flowlu, so you will need to map your form’s “Name” field to this field in Flowlu.

Flowlu Integrations Field Mapping

Actions

Add Category: You can add a category by enabling this option.

Flowlu Integrations add category

Add Industry: You can add a industry by enabling this option.

Flowlu Integrations add industry

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Flowlu. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Conditional-Logics

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Flowlu Integrations finish and save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Flowlu Integrations timeline
Flowlu Integrations success

Use Case

Elementor Form with Flowlu

Elementor Form Integration with Flowlu using Bit Integrations. When an Elementor Form is submitted, then a new account, opportunity, or project is automatically created in Flowlu.

Gravity Forms with Flowlu

Gravity Forms Integration with Flowlu using Bit Integrations. When a Gravity Forms is submitted, then a new account, opportunity, or project is automatically created in Flowlu.

WPForms with Flowlu

WPForms Integration with Flowlu using Bit Integrations. When a WPForms is submitted, then a new account, opportunity, or project is automatically created in Flowlu.

Contact Form 7 with Flowlu

Contact Form 7 Integration with Flowlu using Bit Integrations. When a Contact Form 7 is submitted, then a new account, opportunity, or project is automatically created in Flowlu.

WooCommerce with Flowlu

WooCommerce Integration with Flowlu using Bit Integrations. When a user create a customer or create a product in WooCommerce, then a new account, opportunity, or project is automatically created in Flowlu.

Ninja Forms with Flowlu

Ninja Forms Integration with Flowlu using Bit Integrations. When a Ninja Forms is submitted, then a new account, opportunity, or project is automatically created in Flowlu.

Forminator Forms with Flowlu

Forminator Forms Integration with Flowlu using Bit Integrations. When a Forminator Forms is submitted, then a new account, opportunity, or project is automatically created in Flowlu.

Formidable Forms with Flowlu

Formidable Forms Integration with Flowlu using Bit Integrations. When a Formidable Forms is submitted, then a new account, opportunity, or project is automatically created in Flowlu.

Fluent Forms with Flowlu

Fluent Forms Integration with Flowlu using Bit Integrations. When a Fluent Forms is submitted, then a new account, opportunity, or project is automatically created in Flowlu.

Bit Form with Flowlu

Bit Form Integration with Flowlu using Bit Integrations. When a Bit Form is submitted, then a new account, opportunity, or project is automatically created in Flowlu.

Share this Doc

Flowlu Integrations

Or copy link

CONTENTS