Work collaboration

How to configure Slack integration in Fluix 

Slack is a communication app where your team can exchange messages, files, and media, and call each other.

Use case example

Let’s look at a real-life case: 

• The engineering team fills out the customer visit form in Fluix
• The notification on the finished process is submitted to the respective Slack channel.

In order to set up Slack 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 User task and configure it: add fillable forms and assign the task to the team that will complete 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 – Configure Share to Integration in Fluix 

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 Slack among the list of third-party tools.

Upon redirecting to the Slack authorization page, fill out your workspace name. Click on the button Allow in order to give Fluix permission to access your workspace. The connected Slack account will be automatically added to the accounts:

Tap on the connected Slack account and select the Channel name to which you would like to post the details of the submitted form.

Step 3 – Configuring the message to Slack

Click on the configuration icon in the Message section to open a dynamic values configurator. Select the values from the suggested list and connect them with the + element.

Click Save in the upper right corner. 

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

Once the task is finished, it will appear in the respective Slack channel taking into consideration the dynamic values pre-configured in the Taskstream. Here is an example of the posted message to the Slack channel below.

Feel free to contact us at support@fluix.io if you have any questions on setup.

Fluix Procore Integration | Streamline Project Documentation

What problem Fluix Procore integration solves

Procore is a leading construction management cloud-based platform used to manage all phases of the projects.

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. 

Usually, construction projects involve cooperation between different internal departments, multiple subcontractors, and vendors. Such flow inevitably creates fragmented processes and chaos when it comes to document distribution between different parties. 

The integration of Fluix and Procore allows you to automatically upload drawings, checklists, and other project-related documents into the Documents section of the specific project in Procore. This way, construction companies can stay productive and keep all the documentation generated from various tools aligned and properly managed in order to save the priceless time of employees and avoid discrepancies at different stages of the project.

How it works

As an example, in the Fluix app, project executives may fill in a punch list, add images, comments, eSign and send a completed form down the workflow. With Fluix/Procore integration the punch list can seamlessly appear in the Documents section of the specific Procore project for reference or further processing within Procore. Each workflow in Fluix can lead to the specific Procore project that will ensure a proper track record of documentation on each project.

Example of a form that is filled out in the Fluix app:

The list of forms that automatically appear in Procore, under the Documents section:

How to start

The integration doesn’t require special technical skills. 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.