Project Management

Fluix Trello Integration via Zapier

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.

If you don’t have any workflow automation software yet, consider Fluix.

Steps to connect Fluix and Trello in Zapier

To configure the integration, follow the next steps:

1. Log into Fluix, under the Data section and navigate to Datasets.

2. Select a dataset or its filtered view, click Export and copy username and password to the screen below:

3. In Fluix copy Authorization link to PowerBI and paste it in Zapier below:

4. Then in Zapier add Trello, choose action event Create Card.

5. In description field, add the fields you need to be added to a card.

6. That’s it! Once a document is completed in Fluix, a new card will be automatically created in Trello.

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. 

Check other business integrations here.

How to configure Asana integration in Fluix 

Asana is a project management tool that helps teams to organize and plan project tasks in one dashboard. Asana is used by businesses of all sizes to optimize project management and enhance team collaboration.

What Fluix + Asana integration does 

Fluix and Asana integration allows you to keep track of the project details, be well aware of all the stages your team is working on, and store project documentation in one place. With this integration, you may ease project management by automation the process of creating tasks.

Once your team member completes the form in the Fluix app, the specific data is transferred to the Asana project along with the respective form and added to the newly created task so that everyone across your team can have access to the documents and related data in Asana projects. 

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

In order to set up Asana 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 and 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 Asana

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 and select Asana among the list of third-party tools.

Upon redirecting to the Asana authorization page, fill out your company’s credentials. Click on the button Allow in order to give Fluix permission to access your account. The connected Asana account will be automatically added to the accounts: 

Step 3 – Configure the data extraction 

Configure the data that will be extracted to the connected Asana account upon the submission of the task. Tap on the connected Asana account and select the Project name to which the data values pre-configured in Fluix will be exported upon submission of each task.

In the New Task Name section, you may configure the respective information that will be submitted to the chosen earlier Asana project. By clicking on the configuration icon in the New Task Name section, you may select which specific details will be exported to the project upon task submission.

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 the task that you configured, fill in the form, and finish it.

Once the task is finished, a new row in the project’s table will appear in your Asana account taking into consideration the dynamic values pre-configured in the Taskstream. The submitted form could be found by clicking on the Details button next to the name of the submitted task.

Here is an example of how the finished task is displayed in Asana’s project:

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. 

How to configure Procore integration in Fluix 

Procore is a leading construction management cloud-based platform that provides a wide range of tools and features for managing construction projects. It provides a centralized hub for all project-related information and allows your team to collaborate in real-time, access project documents, track project progress, manage project budgets, and communicate with team members.

What Fluix + Procore integration does

Fluix and Procore integration provides a seamless solution for automating your business flow.
With Fluix, your project manager completes a form containing detailed notes, plans, and images related to a specific project. Upon submission, the form is automatically uploaded to the Documents section of the designated Procore project. 

This streamlined process enables efficient and organized document management within the project team and ensures that all relevant information is easily accessible in a centralized location.

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

In order to set up Procore 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 Procore 

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 and select Procore among the list of third-party tools. 

Upon redirecting to the Procore authorization page, fill out your login and password in order to authorize. The connected Procore account will appear in the list of accounts.

Step 3 – Configure the data extraction

Under the Company and Project sections, you can select the exact place in Procore where you would like to keep a record of documentation submitted from this Taskstream.

Under the Location section, select the folder in your Procore account to which you would like the submitted form to be uploaded.

Select the form used in this Taskstream and add dynamic values by opening a dynamic values configurator and selecting the values that you would like to be added to the document name upon its submission. Additionally, select the format of the uploaded document – editable or flattened PDF.

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. Navigate the task that you created, fill in the form, and finish it.
Once the task is submitted in Fluix, entered data automatically appears in the pre-configured Project in your company’s Procore account, under the Documents section.

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.