Fluix is a web and mobile-based cloud platform that helps teams with setting up digital document management and workflow automation on projects in various industries.
Zapier is a platform that allows you to connect different software tools with each other, without writing code.
With the help of Zapier you will be able to connect Fluix to pretty much any tool and automate any business process for your team.
Note: Integration requires a Core account in Fluix and an account in Zapier. However, to try the integration, you can register free trial accounts in all tools.
Examples of integrations
By connecting Fluix with Trello via Zapier you can automatically create Trello cards once the form is filled out and completed in the Fluix app.
Integration of Fluix with Google Sheets via Zapier lets your data flow directly to your spreadsheets without having to manually download and copy it.
Additionally, you may integrate Fluix through Zapier with any CRM, data analytics and project management tools, work collaboration and team communication platforms. Check the scenarios on how these integrations can be set using Fluix.
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.
Integromat is an integration platform that connects 930+ apps to automate processes and achieve more in less time.
Fluix can be integrated with various tools and services with the help of Integromat with no code and special knowledge. Let’s check how you can benefit from these integrations on a simple example – connecting Fluix to Google Sheets.
Data Integration | Fluix + Google Sheets via Integromat
Fluix and Google Sheets integration allows you to collect data on mobile forms in the Fluix app and then extract this data into spreadsheets for further processing and analysis. Every time a filled-out form is submitted, a new row will appear in the Google spreadsheet.
To connect Fluix to Google Sheets via Integromat, let’s follow the easy steps below.
Step 1 – Creating scenario in Integromat
1.On the Integromat’s main dashboard click Create a new scenario button in the upper right corner. 2. Hit the plus icon in the middle of the screen, choose the Webhooks option from the list of available integrations, and select custom webhook as a trigger. 3. Click Add, rename the webhook according to your preference and click Save. 4. Copy the appeared webhook URL and go to your Fluix account.
Step 2 – Configuring Workflow in Fluix
In Fluix you’ll need to create / adjust a workflow that you use to collect data from forms and from where this data will be automatically extracted to Google Sheets.
In the selected workflow, add submit action called Submit by http and select POST values as the data type’:
Add the webhook URL to the submit action and click save changes to save the workflow.
Step 3 – Testing
Go to the Fluix app and submit a test document through this workflow.
Once you see the success indicator in Integromat, click OK.
3. Hover your cursor over the webhook module and click on the appeared plus icon to create the destination module for the data extracted from the forms submitted in Fluix.
4. Click Add another module, select Google Sheets from the list of available integrations and select Add a Row from the list of available actions:
Step 4 – Connecting Google Sheets
Click Add and Continue in order to give access to your Google account, select the spreadsheet and the exact sheet where the data will be imported to.
2. Map the fields in your spreadsheet to the particular fields in the Fluix form from where you would want to retrieve the data and press OK.
3. Click Run Once in the left bottom corner and try submitting your document. Once done, you should see your data appearing in your Google sheet. Then you will just need to activate the scenario in the left bottom corner.
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.
Zapier is a platform that allows you to connect different software tools with each other.
Trello is a team collaboration tool that lets you organize everything to keep your projects on task. You can capture tasks for a project and create a board of ‘cards’ in the order they need to be completed.
By connecting Fluix with Trello via Zapier you can create Trello cards automatically once a form is completed in the Fluix app.
Zapier is a platform that easily connects the web applications you use. In this article we will describe how to connect document management software Fluix to Google Sheets via Zapier and let your data collected in forms flow directly to spreadsheets without having to manually download and copy it.
If you don’t have any document management software yet, consider Fluix.
9. Select one of the documents in the list to set up your Zap
10. Select Google Sheet as an app to connect
11. Select Google Sheets Action
12. Insert Google Sheets information where the spreadsheet resides and other fields you would like be mapped to the report and click ‘Continue’ to test the set-up. Zapier will notify you about a test completion. Example:
13. After a successful Zap set-up, all completed documents will be exported directly to the selected Google Sheet spreadsheet (Zap will automatically check for your Fluix Data Export every 15 minutes).
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.
