Integrations

Fluix SeaTable Integration | Automated data collection & reporting

This article would be useful for those who need to automate the flow of capturing data in forms by remote teams and its aggregation and analysis in an efficient way.

Let’s see how the integration of Fluix and SeaTable systems helps to automate the process.

What integration does

The integration of Fluix and SeaTable systems automates both the process of collecting information in digital forms on mobile and then its aggregation and structuring for further analysis and data-driven actions.

Fluix is a web and mobile-based cloud platform that helps teams with setting up digital document management and workflow automation. In this integration, Fluix serves as an electronic data capture system.

SeaTable is an online database software for managing data in a spreadsheet/database kind of view where you can store and process different types of data captured in Fluix.

Integration between Fluix and SeaTable allows you to create a separate database-like table for each part of your business processes, like accounting, operations, and internal employee management, and seamlessly, not noticeable by the end-user, direct the corresponding field data from the forms completed in Fluix into the required columns in the particular SeaTable database. 

Example of data integration:
The data is entered in the form in the Fluix app:

Once the form is submitted, entered data automatically appears in the SeTable database:

Immediate benefits

This integration can tremendously help you to spot the bottlenecks in your processes as they appear and not waste time on manual data aggregation and processing. Immediate insights gained from interactive data visualization based on different data parameters are the most efficient way to quickly respond to change, prevent unnecessary losses and identify challenges that your team may be facing at the moment. 

Solutions through Industries

Fluix and SeaTable are being utilized as core tools by different teams within multiple industries. 

Pilots from the aviation industry are sending the flight log data entered in Fluix over to the SeaTable database for further analysis. 

Sales reps from the remodeling business are filling in contracts with customer data and requirements in the Fluix app that are automatically populated in the allocated columns in the SeaTable customer database.

Project Managers greatly benefit from this integration since they can set up a workflow where data entries performed by different departments in Fluix can automatically appear in the required fields in the database for further tracking and planning purposes. 

Human Resources use this integration to collect working hours in timesheets with the help of Fluix and then use the SeaTable database for payroll processing. Employee onboarding and offboarding is other use case.

In fact, pretty much any process with collecting data by employees, and then its aggregation and analysis is covered by integrating Fluix and SeaTable.

How to start

The integration doesn’t require special technical skills and months to configure it. Contact the Fluix team and we’ll help you to set up the integration taking into account your project-specific requirements.

Check other business integrations here.

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(Deutsch) Automatische Datenerfassung & Reporting | Fluix-Integration mit SeaTable

Dieser Artikel hilft dabei, von Remote-Teams in Formularen erfasste Daten automatisiert und effizient zu aggregieren und zu analysieren.

Die Integration von Fluix und SeaTable hilft dabei, diesen Prozess zu automatisieren.

Was leistet die Integration?

Die Integration von Fluix und SeaTable automatisiert sowohl die Datenerfassung in mobilen digitalen Formularen als auch die Aggregierung und Strukturierung für die weitergehende Analyse und datengetriebene Entscheidungsfindung.

Fluix ist eine Cloud-Plattform für die webbasierte und mobile Verwendung, die Teams dabei hilft, eine digitale Dokumentenverwaltung einzuführen und Workflows zu automatisieren. Im Beispiel dieser Integration dient Fluix als elektronisches System für die Datenerfassung.

SeaTable ist eine Online-Datenbanksoftware, mit der Daten in einer Tabellen- bzw. Datenbankansicht verwaltet werden. Hier können in Fluix erfasste Daten weiterverarbeitet und gespeichert werden.

Die Integration von Fluix und SeaTable ermöglicht es, für jeden Teil Ihrer Geschäftsprozesse, beispielsweise Buchhaltung, Operations und HR, separate Tabellen bzw. Datenbanken anzulegen. Daten aus Formularfeldern, die in Fluix befüllt wurden, lassen sich nahtlos an der passenden Stelle in die Datenbank in SeaTable eintragen – und das ohne einen für Nutzerinnen und Nutzer störenden zusätzlichen Vorgang.

Ein Beispiel für die Integration von Daten:

Daten werden in ein Formular in der Fluix-App eingegeben:

Sobald das Formular eingereicht wird, erscheinen die Daten daraus automatisch in SeaTable:

Sofortige Vorteile

Diese Integration ist enorm hilfreich, wenn Sie Engpässe in Ihren Prozessen erkennen möchten, sobald sie auftreten. Außerdem verschwenden Sie keine Zeit mehr mit manueller Datenaggregation und -verarbeitung. Verschiedenste Parameter aus Ihren Daten lassen sich verarbeiten und visualisieren, damit Sie effizient und schnell darauf reagieren können, vermeidbare Verluste verhindern und Probleme rechtzeitig identifizieren.

Lösungen in verschiedenen Branchen

Fluix und SeaTable sind für Teams in den unterschiedlichsten Branchen wichtige Tools.

Piloten in der Luftfahrt übertragen Log-Daten aus Flügen mit Fluix in SeaTable, um sie dort weiter zu analysieren.

Der Außendienst in der Modernisierung von Gebäuden schließt Verträge vor Ort ab, erfasst Kundendaten und Anforderungen in Fluix und ist dank der Integration von der Last befreit, diese noch in die Kundendatenbank in SeaTable zu übertragen.

Das Projektmanagement profitiert ebenso: Ein einmalig konfigurierter Workflow führt Fluix-Dateneingaben aus verschiedenen Abteilungen zusammen, um sie anschließend an der richtigen Stelle in der Datenbank abzulegen, wo sie für abteilungsübergreifendes Tracking und Planung nutzbar werden.

HR-Abteilungen nutzen diese Integration für die Zeiterfassung: Timesheets werden in Fluix ausgefüllt, die Abrechnung findet in SeaTable statt. Ein weiterer Anwendungsfall: Onboarding von neuen Teammitgliedern sowie erfolgreiches Exit-Management.

Fast jeder Prozess, in dem es zu mitarbeiterseitiger Datenerfassung sowie anschließender Aggregierung und Analyse kommt, lässt sich mit der Integration von Fluix und SeaTable abbilden.

Die ersten Schritte

Die Integration erfordert keine besonderen technischen Fähigkeiten. Es dauert nicht mehrere Monate, sie zu konfigurieren. Kontaktieren Sie einfach das Fluix-Team und wir helfen Ihnen dabei, die Integration einzurichten und dabei Ihre projektspezifischen Anforderungen abzubilden.

Automatisieren Sie Ihre Datenerfassung und -analyse noch heute
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How to configure SeaTable integration in Fluix

Fluix is a web and mobile-based cloud platform that helps teams set up digital document management and workflow automation. In this integration, Fluix serves as an electronic data capture system.

SeaTable is an online database software for managing data in a spreadsheet/database kind of view where you can store and process different types of data captured in Fluix.

What Fluix + SeaTable integration does

The integration between Fluix and SeaTable provides a seamless solution for efficient data capture and management, enabling data collected in Fluix forms to be automatically transferred and organized in SeaTable for further analysis and data-driven actions.

Picture this: the sales representative fills in the contracts with the customer details in Fluix app and all the data from the form is automatically extracted to the SeaTable database that can be used for analysis and further actions. 

This integration enhances data visibility, simplifies data organization, and improves collaboration, leading to more effective data-driven decision-making and streamlined business processes.

Note. Integration requires a Core account in Fluix and an account in SeaTable. To try the option, you can register for a free trial account in both tools.

In order to set up SeaTable integration in Fluix taskstream, please follow the instructions below.

Step 1 – Create the repetitive process in Fluix

Navigate to the Fluix admin portal, Taskstreams section, to create a new taskstream. Drag-n-drop a User task to the working area and configure it by adding fillable forms and assigning it to the team that will work on it on a regular basis. Make sure that you have added yourself to the group of users in order to test the setup later.

Step 2 – Connecting Fluix with SeaTable 

Drag and drop Share to submit action to the Taskstream chart and connect it with the User task that your team will be working on.

Click on the Share to element, select SeaTable from the list of available Integrations, and click Add an account button.

To authorize your SeaTable account in Fluix, fill out the Username and the Password you use in the SeaTable account and confirm the action by clicking Authorize button.

Step 3 – Configure the data extraction

In the Workspace, Base, and Table fields, you’ll need to select the specific SeaTable workspace, base, and table that you would like to extract the data entered by your team.

In the Columns field, you may configure which specific information from the form you would like to be aggregated to your SeaTable table by using the dynamic values. To configure, click on the configuration icon to open a dynamic values configurator and select the values from the suggested list. 

Once all the fields are completed, confirm your action by clicking Save in the upper right corner.

Step 4 – Save and test the setup

Once you fill out all the fields, click Save&Publish to activate the Taskstream. Open the user app on the mobile device, or click User App in the right corner of the admin portal. Open the task that you configured, fill in the form, and finish the task.

Once the task is finished, the data added to the form automatically appears in the SeaTable database:

In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.

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How to configure Smartsheet integration in Fluix

Fluix is a web and mobile-based cloud platform that helps teams set up digital document management and workflow automation. In this integration, Fluix serves as an electronic data capture system.

Smartsheet is a web and mobile-based platform for project management, that enables teams and organizations to plan, automate, and manage projects and workflows in a centralized manner. It provides tools for project management, reporting, automation, and collaboration, allowing teams to streamline their work processes, track progress, and drive results.

What Fluix + Smartsheet integration does

Fluix and Smartsheet is a seamless integration that allows streamlined data management and efficient project tracking, ultimately leading to improved project outcomes.

After a team member fills out the form in the Fluix app, the relevant data is automatically transferred to the Smartsheet, making it accessible to everyone on the team for further use and processing. 

Note: Integration requires a Core account in Fluix and an account in Smartsheet. However, to try the integration, you can register free trial accounts in all tools.

Let’s look into how the data collection between Fluix and Smartsheet can be automated using a Share to Integrations feature while building a taskstream.

Step 1 – Create the repetitive process in Fluix 

Navigate to the Fluix admin portal, Taskstreams section, to create a new taskstream. Drag and drop a User task to the working area and configure it by adding fillable forms and assigning them to the team that will work on it on a regular basis. Make sure that you have added yourself to the group of users in order to test the setup later.

Step 2 – Connecting Fluix with Smartsheet

Drag and drop Share to submit action to the Taskstream chart and connect it with the task that your team will be working on.

Click on the Share to element, select Smartsheet from the list of available Integrations, and click Add an account button in order to add a new account. 

Upon redirecting to the Smartsheet authorization page, you may authorize your account by filling out the email address registered in your Smartsheet account or use an option to continue authorization with Google, Microsoft, and Apple accounts.

Step 3 – Configure the data extraction

In the Sheet field, select the table from your Smartsheet account where you would like to extract data from the submitted forms.

In the Columns field, you can Add Columns from your Smartsheet table and pre-configure which values will be added to under which columns by using dynamic values. To do so, click on the configuration icon to open a dynamic values configurator, and select the values from the list.

Confirm your action by clicking Save in the upper right corner of the sidebar.

Step 4 – Save and test the setup

Click Save&Publish in the upper right corner to save the taskstream. Open the user app on the mobile device, or click User App in the right corner of the admin portal. Navigate to the task that you configured, fill in the form, and finish the task.

Once the task is finished, the data from the form will appear in the new line of the respective Sheet according to the configuration of the dynamic value pre-configured in the Taskstream. Here is an example of the line added to the Smartsheet table below.

In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you. 

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