Learning Resources

Fluix Asana Integration | Manage Project Documentation Easier

Asana is a project management tool that helps teams to organize and plan project tasks in one place – a dashboard. Asana is a web and mobile application.

By integration Fluix and Asana you will automate your team’s processes, stay on track of the tasks and keep the projects organized. In particular, Fluix will automate the process of filling out documents on mobile devices and creating tasks in Asana as well as uploading the completed forms to the task.

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.

Let’s look at how this integration works.

Step 1 – Creating a Fluix app in Asana

To start the integration, you’ll need to create the Fluix App in Asana that will be used for authentication purposes, and with the help of which you will be able to grant access to your Fluix account to perform the changes in your Asana account.

1. To register the App, please follow the link.

2. Click +New App, specify the name of the app, let’s say “Fluix App”, and add a checkmark to agree with the API terms and conditions.

Once done, click Create app.

3. Take note of the client ID and the client secret in the Authorization tab. These parameters will be used for authorization further. Specify the Redirect URL depending on the domain you’re using in Fluix. Select the one from the list:
https://admin.fluix.io/api/intg/oauth2/authorization-code
https://admin-eu.fluix.io/api/intg/oauth2/authorization-code
https://admin-eu2.fluix.io/api/intg/oauth2/authorization-code
https://admin-aus.fluix.io/api/intg/oauth2/authorization-code
https://admin-us-west.fluix.io/api/intg/oauth2/authorization-code

4. Optional. Go to the Settings tab and add the app icon and the website. Click Save Changes once done. 

Step 2 – Configuring a Fluix workflow

In your Fluix account, go to Configuration > Workflows. Select the workflow or create a new one for the documents that need to be filled out and then appear as attachments on the Asana dashboard. 

In the selected workflow, add a submit action called “Upload to CRM/ERP”. For creating a task in Asana and uploading the file to this task, we will need to configure 2 requests for each of these processes.

Process 2.1 –  Configuring a request for creating a Task

1. Configure the request name, let’s say “Create a Task”, select ‘POST’ as the data type, and add the following URL – https://app.asana.com/api/1.0/tasks.

2. Go to the Header tab and enter the following:

  • Header name – Content-type 
  • Header value – application/json
  • Header name – Authorization
  • Header value – OAuth2

Note: We recommend entering the value manually since it will allow adding already preset parameters from the dropdown list.

3. Go to the Body tab:

  • Enter the following in the Text tab: {“data”:{“projects”:”%project_id%”,”name”:”%task_name%”}}
  • Replace the %project_id% parameter with the ID of the project to which the task needs to be added. You may find it in the address bar when the Asana project tab is opened:

  • Replace the %task_name% parameter with the title you would like to have a task created with. For example, “A new document ‘Document Name’ has been submitted”. In this case, the name of the document will be displayed in the task title. 
  • Click Save to apply the changes.

4. Go to the Auth tab and open the OAuth section:

  • Select ‘Authorization code’ in the Grant type field
  • Specify the client ID and the client secret in the relevant fields generated during step 1.
  • Add the link https://app.asana.com/-/oauth_authorize to the Authorization URL field.
  • Add the link https://app.asana.com/-/oauth_token to the Access token URL field.

5. Once done, click Get Access and you will be redirected to the page where you will be requested to provide permission to the Fluix app in Asana. Click Allow to proceed. As an indicator that everything was set up successfully, you’ll see a green ‘Access Granted’ in the Auth tab.

Process 2.2 –  Configuring a request for uploading a File

1. Configure the request name, let’s say “Upload a File”, select ‘POST’ as the data type, and add the following URL – https://app.asana.com/api/1.0/tasks/Response Body/attachment.
Note: We recommend entering the value Response Body manually since it will allow adding already preset parameters from the dropdown list.

2. Configure the Response Body parameter by clicking on it, selecting the ‘Create a Task’ request, and specifying the key path as ‘data.gid’.


Click the Save to apply the changes.

3. Go to the Header tab and enter the following:

  • Header name – Authorization
  • Header value – OAuth2

Note: We recommend entering the value manually since it will allow adding already preset parameters from the dropdown list.

4. Go to the Body tab and select the Multipart tab:

  • Part name – name
  • Part value – Document name
  • Part name – file
  • Part value – Document file
  • Configure the Document File parameter by clicking on it, selecting the necessary document type.
  • Click Save to apply the changes.

5. Go to the Auth tab and open the OAuth section (the settings are the same as in the first request for creating a task):

  • Select ‘Authorization code’ in the Grant type field
  • Specify the client ID and the client secret in the relevant fields generated during step 1.
  • Add the link https://app.asana.com/-/oauth_authorize to the Authorization URL field.
  • Add the link https://app.asana.com/-/oauth_token to the Access token URL field.

6. Once done, click Get Access. You’ll see a green indicator ‘Access Granted’ in the Auth tab.

After all the requests are configured, click Save in the top right corner of the ​​Advanced HTTP Request Builder. To save changes in a workflow, click Save & Apply to apply the changes to the workflow and go to test the setup.

Step 3 – Testing

Go to the Fluix app on the device or User App in the web browser version. Open a test form, fill it out and submit it through the workflow. 

In Asana, you will see a new Task created with an attached file in it.

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 Fluix integrations here.

Streamline team collaboration with Fluix - Pipedrive integration

Pipedrive is a customer relationship management (CRM) cloud-based system that is also used as an account-management tool to drive the sales process.

By integrating Fluix and Pipedrive you will eliminate manual work and save time for your team by streamlining field-to-office collaboration. In particular, Fluix will automate the process of filling out documents on mobile devices and upload the completed forms and data to Pipedrive.

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

Let’s look at how this integration works.

Step 1 – Preparing a fillable form

Before creating the integration, you will need to prepare a form that will be filled out by your field team in the Fluix app and then appear in Pipedrive. The common fields that need to be added to a form are:

  • Organization name 
  • Client name 
  • Client email address
  • Client phone number
  • Deal value
  • Currency of the deal

Some of the fields can be omitted, e.g. organization name if you’re not working with the organizations. Subsequently, the configurations below related to organizations can be skipped.

Keep the form at hand while configuring the workflow in Fluix since you will need to enter several form fields’ names.

Step 2 – Configuring the integration

In your Fluix account, go to Configuration > Workflows. Select the workflow or create a new one for the forms that need to be filled out and then appear as attachments in a created Deal (Organization or Person) and the data that will be extracted from these forms and added to the relevant fields. 

In the selected workflow, add a submit action called “Upload to CRM/ERP”. Since Deals can be associated with a Person, an Organization, or both, we will provide you with guidance on how to create all of them using Fluix. Therefore, you will need to configure 4 requests for each of the processes listed below:

  1. 1. Create an Organization
  2. 2. Create a Person
  3. 3. Create a Deal
  4. 4. Upload a document

Process 2.1 – Configuring a request for creating an Organization

1. Configure the request name, let’s say “Create an Organization”, select ‘POST’ as the data type, and add the following URL – https://%domain%/v1/organizations, where the parameter %domain% is your Pipedrive account’s address in the web app. You may find it in the address bar when the Pipedrive tab is opened:

For example, in our case, the URL will be the following – https://fluix-sandbox.pipedrive.com/v1/organizations

2. Go to the Header tab and enter the following:

  • Header name – Content-type 
  • Header value – application/json

3. Go to the URL Params tab and enter the following:

  • Parameter name – api_token 
  • Parameter value – Secure Value

Note: We recommend entering the value manually since it will allow adding already preset parameters from the dropdown list.

4. Once added, go back to your Pipedrive account, click on your account name, go to the ‘Personal Preferences’ tab and open the ‘API’ tab. Copy your personal API token that is going to be used to authenticate your Pipedrive account in Fluix.

5. Go back to Fluix, click Secure Value, add this copied token to the Value field, and click Save.

6. Go to the Body tab:

  • Enter the following in the Text tab: {“name”: “Document Field”, “visible_to”: 3}
  • Configure the Document Field value by clicking on it and specifying a field name from your form that can be taken for naming a new Organization in your Pipedrive account. 
  • In our case, we have a field ‘organisation_name’ in our document that implies that the users will add the name of the company to this field while filling out a form in Fluix.
  • The parameter “visible_to”: 3 means that the created organization will be visible to the entire company. If you need to make it visible only to the owner & followers, add 1 instead of 3. 
  • Click Save to apply the changes.

Process 2.2 – Configuring a request for creating a Person

1. Configure the request name, let’s say “Create a Person”, select ‘POST’ as the data type, and add the following URL – https://%domain%/v1/persons,  where the parameter %domain% is your Pipedrive account’s address in the web app. 

2. Go to the Header tab and enter the following:

  • Header name – Content-type 
  • Header value – application/json

3. Go to the URL Params tab and enter the following:

  • Parameter name – api_token 
  • Parameter value – Secure Value

4. Click Secure Value, add your personal API token from your Pipedrive account to the Value field, and click Save.

5. Go to the Body tab:

  • Enter the following in the Text tab: {“name”: “Document Field”, “email”: “Document Field”, “phone”: “Document Field”, “org_id”: “Response Body”, “visible_to”: 3 }
  • Configure the Document Field values by clicking on them and specifying a field name from your form:
    • “name”: “Document Field” – the form field name that implies that the users will add the client name to this field while filling out the form in Fluix.
    • “email”: “Document Field” – the form field name that implies that the users will add the client’s email address
    • “phone”: “Document Field” – the form field name that implies that the users will add the client’s phone number
  • After specifying each of the Document Field values, click the save button to apply the changes.
  • Configure the Response Body parameter by clicking on it, selecting the ‘Create an Organization’ request, and specifying the key path as ‘data.id’.
  • Click the Save to apply the changes.

Process 2.3 – Configuring a request for creating a Deal

1. Configure the request name, let’s say “Create a Deal”, select ‘POST’ as the data type, and add the following URL – https://%domain%/v1/deals,  where the parameter %domain% is your Pipedrive account’s address in the web app. 

2. Go to the Header tab and enter the following:

  • Header name – Content-type 
  • Header value – application/json

3. Go to the URL Params tab and enter the following:

  • Parameter name – api_token 
  • Parameter value – Secure Value

4. Сlick Secure Value, add your personal API token from your Pipedrive account to the Value field, and click Save.

5. Go to the Body tab:

  • Enter the following in the Text tab: {“title”: “Document Name”, “value”: “Document Field”, “currency”: “Document Field”, “person_id”: “Response Body”, “visible_to”: 3 }
  • Configure the Document Field values by clicking on them and specifying a field name from your form:
    • “value”: “Document Field” – the form field name that implies that the users will add the value of a deal to this field while filling out the form in Fluix.
    • “currency”: “Document Field” – the form field name that implies that the users will add the currency of a deal.
  • After specifying each of the Document Field values, click the save button to apply the changes.
  • Configure the Response Body parameter by clicking on it, selecting the ‘Create a Person’ request, and specifying the key path as ‘data.id’.
  • Click Save to apply the changes.

Process 2.4 – Configuring a request for Uploading a File

1. Configure the request name, let’s say “Upload a File”, select ‘POST’ as the data type, and add the following URL – https://%domain%/v1/files, where the parameter %domain% is your Pipedrive account’s address in the web app.

2. Go to the URL Params tab and enter the following:

  • Parameter name – api_token 
  • Parameter value – Secure Value

3. Сlick Secure Value, add your personal API token from your Pipedrive account to the Value field, and click Save.

4. Go to the Body tab and select the Multipart tab:

  • Part name – organization_id
  • Part value – Response Body
  • Configure the Response Body parameter by clicking on it, selecting the ‘Create an Organization’ request, and specifying the key path as ‘data.id’.

  • Part name – person_id
  • Part value – Response Body
  • Configure the Response Body parameter by clicking on it, selecting the ‘Create a Person’ request, and specifying the key path as ‘data.id’.

  • Part name – deal_id
  • Part value – Response Body
  • Configure the Response Body parameter by clicking on it, selecting the ‘Create a Deal request, and specifying the key path as ‘data.id’.

  • Part name – file
  • Part value – Document File
  • Configure the Document File parameter by clicking on it, selecting the necessary document type.

  • After specifying each of the Part values, click the save button to apply the changes.

After all the requests were configured, click Save in the top right corner of the ​​Advanced HTTP Request Builder. To save changes in a workflow, click Save & Apply to apply the changes to the workflow and go to test the setup.

Step 3 – Testing the integration

Go to the Fluix app on the device or User App in the web browser version. Open a test form, fill it out and submit it through the workflow. 

In Pipedrive, you will see a new Deal added to the Pipeline in the first section on the left. A new Organization and a Person will be associated with this Deal as well as the filled-out document will be attached to each of these items.

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 Fluix integrations here.

How to get more from your data |Fluix Qlik Integration

Qlik is a business analytics platform that helps companies deliver active, real-time data intelligence. 

Fluix and Qlik integration automates data collection, processing and analysis. Your team members will stop printing out documents to compare numbers, there will be no need for manual data copying from one tool to another, and finally you will get business insights from the daily operations.  

Fluix will automate the process of data collection in digital fillable forms and extraction of the aggregated data into Qlik for further visualization, analysis and sharing the results with the team and customers.  

Let’s set up the integration between these tools and look at the benefits together.

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

How to integrate?

Step 1 – Configuring workflow in Fluix

1. Go to the Fluix admin portal, Workflows section, and choose an existing workflow or create a new one for the business process where the data needs to be analyzed. Add a submit rule Extract data and create a Dataset for the data that will be extracted from the completed forms. You can also watch the video on how to create a workflow here

2. Fill out and submit a test form using a User app on a web or iOS device.

3. Go to  the Data tab, choose Datasets, pick the one you’d want to export to Qlik and click the Export button on the toolbar to see the authorisation details.


Step 2 – Connecting Fluix and Qlik

1. Log into your Qlik account, press Add new and choose New analytics app from the dropdown list. Name it and click Create.

2. Choose Add data from files and other sources.

3. Select the REST option from the list of available data connectors.

4. In the appeared window, enter the Power BI URL copied from the authorization details in Fluix.

5. Scroll down and choose Basic authentication schema from the dropdown and enter username and password from authorization details in Fluix.

6. Click Test connection and in case it succeeded, rename your connection if needed and press Create.

7. Tick the collection checkbox and click Next.

Step 3 – Starting data analysis

1. Choose Build a sheet option.

2. Now you can create multiple visualisations and gather business insights from your field data.

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 Fluix integrations here.

Automated business communications | Fluix and Slack Integration

Slack is a business communication software for organizations. It’s a messaging app, available both on desktop and mobile devices. Teams can securely chat and make calls, share files and sensitive information. 

By integrating Fluix and Slack you can ensure the important data collected in Fluix mobile forms can be instantly shared in Slack with people who need this data.

Note. Integration requires a Core account in Fluix and a corporate account in Slack with admin rights. To try the option, you can register for a free trial account in both tools.

Let’s look at how this integration works.

Step 1 – Creating the Fluix app in Slack

To start the integration, you’ll need to create the App in Slack that will be added to your Slack Workspace and will be used for informing your team about submitted documents.

1. Go to https://api.slack.com/apps, click the ‘Create An App’ button to start creating the app, and select the option to build your app ‘From scratch’:

2. Name your app, let’s say ‘Fluix’ (it can be changed at any point later) and pick a workspace (name of the corporate Slack account that you’re using) to develop your app in:

3. Once done, you will be redirected to a page with the Basic Information about building apps for Slack. At the stage of adding features and functionality to your app, you’ll need to configure permissions to allow your app to interact with the Slack API. For doing this, select the Permissions tab from the list below:

4. Find the Scopes tab, click the ‘Add an OAuth Scope’ button and select the following permissions from the dropdown list:

  • channels:join – Join public channels in a workspace
  • channels:read – View basic information about public channels in a workspace
  • chat:write – Send messages as Fluix
  • files:write – Upload, edit, and delete files as Fluix Service

5. Once done, go back to the Basic Information tab, locate the ‘Install your app’ tab and click the ‘Install to Workspace’ option. 

At this step, you will be asked to authorize this app after clicking an install option.

6. After completing this step, the application should appear in the list of the Apps in Slack. In case you want to provide your team with some information about the app and personalize it, go to Basic Information – Display Information and add a short description of the app as well as an app icon and background color.

7. The last step is to add the app to the desired channel in Slack where the notifications on submitted documents should appear. For doing this, open your Slack app, open the channel, open the list of members and participants in the top right corner, go to the Integration tab and click ‘Add an App’:

Once the created app is added, the notification that the app joined the channel will appear as a confirmation that everything was done correctly.

Step 2 – Configuring a Fluix workflow

Create a workflow in Fluix for the documents that need to be filled out and then appear as attachments in Slack notifications informing the members of the channel about new submissions. 

1. In the selected workflow, add a submit action called “Upload to CRM/ERP”.

2. Configure the request name, let’s say “Post file to Slack”, select ‘POST’ as the data type, and add the following URL – https://slack.com/api/files.upload.

3. Go to the Header tab and enter the following:

  • Header name – Authorization
  • Header value – Bearer Secret Value

Note: We recommend entering the value manually since it will allow adding already preset parameters from the dropdown list.

4. Once added, go back to the Slack page, open the ‘OAuth & Permissions’ tab, and find the ‘OAuth Tokens for Your Workspace’ tab. Copy the Bot User OAuth Token that is going to be used to authenticate your Slack app in Fluix.

5. Go back to Fluix, click on the ‘Secure Value’, add this copied token to the Value field, and click the Save button.

6. Go to the Body tab, select Multipart and enter the following:

  • Part name “channels” and Part value “channel_name”.  The value “channel_name” here is the name of the channel to which you want to receive the notifications. In our case, the channel name is ‘sandbox’.
  • Part name “initial_comment” and Part value “A new document ‘Document Name’ has been submitted”. This text will be shown in the channel once the document is submitted, therefore, you may put here any text you would like to.
  • Part name “file” and Part value “Document File”. This value will allow you to add the document to the notification in Slack. Please enter this value manually to be able to select it from the dropdown list.

7. Once done, click ‘Save’ in the top right corner.

8. To save changes in a workflow, click ‘Save & Publish’ in the upper right corner and go to test the setup. 

Step 3 – Testing the integration

Go to the Fluix app on a device or User App in the web browser version. Open a test document, fill it out and submit it through the workflow. In Slack, you should get a message with the attached document.

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 Fluix integrations here.

Custom Integrations | Fluix + Automate.io

Automate.io is an integration platform where you can build custom integrations between your cloud apps. Project management, payment, and other business processes can be automated in minutes, with no IT help required.

You can connect Fluix with 200+ applications with the help of Automate.io, both one-to-one, or multistep integrations. Let’s check how it works on a simple integration of Google Sheets with Fluix. The data, collected in mobile forms in the Fluix app will be automatically submitted to the spreadsheets for further processing and analysis.

5 steps to set up the integration

To test the integration, you’ll need a Fluix Core license, or a free 14-day trial account, an Automate.io license starting from a Professional plan, and access to Google Sheets.

Step 1 – Creating a Bot in Automate.io: Trigger app

To start creating an integration (they call them Bots), you need to choose the apps you need to connect. Every Bot has one Trigger app (the one that starts the process) and one or more Action apps (where the action is performed). In our case, the trigger app is Fluix that sends the data from the submitted form to the Action app – Google Sheets.

Let’s start with adding Fluix as a Trigger App:

1. In your Automate.io account, open the Apps tab, click the ‘Add a New App’ button in the top right corner and select Google Sheets app:

After selecting the app, you will be asked to authorize your Google Sheets account and allow Automate.io to access your Google account.

2. Go to the Bots tab and click the ‘Create a Bot’ button at the top of your dashboard:

3. Give a name to your Bot. Let’s say ‘Fluix leads to Google Sheets’, as we are using these two apps in this Bot.

4. Connect the Trigger app:

  • At this step, the Fluix app is added. Since Fluix is not available in the list of apps, it can be linked as a Trigger app via Webhook. 
  • Select the Webhook from the list of the Trigger apps and Incoming hook to enable the ability to send data to Automate.io. Then click ‘Setup Webhook’.

  • The window with the webhook URL will appear. Copy the URL and go to your Fluix account to proceed with the integration.

Step 2 – Configuring a Fluix workflow

In Fluix, you’ll need to create a new or adjust an existing workflow that you use to collect data from forms and from where this data will be automatically extracted to Google Sheets. 

1. In the selected workflow, add submit action called ‘Submit by HTTP‘ and select ‘POST values’ as the data type:

2. Add the webhook URL to the submit action and click ‘Save Changes’ to save the workflow. 

3. Come back to Automate.io’s Setup Webhook window and click I’m done. You will be asked to send in some sample data from Fluix.

4. To send sample data from Fluix, go to the Fluix app on the iOS device or User App in the web browser, and submit a test document related to the workflow you’ve just configured.

Step 3 – Creating a Bot in Automate.io: Configuring the Webhook

1. After sending the sample data, your fields from the Fluix form will appear here. If everything looks good, click Looks Good. But if you find that some important fields are missing, click Refetch Data at the bottom of the fields list. This allows you to try sending the sample data once again.

2. The fields will now show up in your Trigger’s Output Fields.

Step 4 – Creating a Bot in Automate.io: Connecting the Action App

Now let’s connect Google Sheets as an Action app and choose the spreadsheet and fields that need to be imported from the forms in Fluix. 

1. Connect the Action app:

  • The Action app performs an event in your Bot. In this case, it is Google Sheets. 
  • Select the Action app from the ‘Select Action app’ drop-down.
  • Enter the login details in the window that appears. 
  • Perform the steps that follow. You have now selected the Action app.

2. Select the Action to be done:

  • In the drop-down, select ‘Add a Row’. You will then see a list called ‘Input Fields’ for this action.
  • Select Spreadsheet and Worksheet to which you would like the data to be added.
  • You will then see a list of columns of the Worksheet you’ve selected.

3. Drag and drop the required fields from Webhook’s Output Fields to the Input Fields of the Google Sheet app.

After you are done with creating your Bot, save it by clicking on the Save button on the top-right. You will see that your Bot is in an OFF state. You can turn it ON using the toggle button.

Step 5 – Testing

After Bot is switched on, you will be asked to test it using live data:

Go to the Fluix app and submit a test document through this workflow. Go back to Automate.io, when you see the success message, it means that everything went fine and the data has already been transferred from Fluix to Google Sheets via Automate.io. 

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 Fluix integrations here.

Field Data Integration | Fluix + Domo BI & Analytics

Domo is a business intelligence and data visualization tool that allows companies extract business value from the field data they collect on a daily basis.

Fluix integration with Domo provides the full cycle, from its raw data collection in the field to its live visualization and analytics.

The integration of these two services is fast and simple since it doesn’t require coding or IT knowledge. Here below you will find the guidelines on how to connect the tools. 

Note: to integrate Fluix with Domo, you’ll require Fluix Core licence and Domo license. Though to try the integration capabilities, you can sign up for a 30-day free trial.

Configuration

In your Domo account, click on the DATA section on the top menu and choose CONNECTORS: 

In the Search bar enter “Json Webhook’:

Press ‘Get the Data’ in the right corner:

Copy link:

Open Fluix workflow that you need to export data from, and press ‘Edit Workflow’

Add Submit action ‘Upload to CRM /ERP’

Paste the link copied from Domo to the field ‘Request URL’:

Under the Text section of the Body tab enter ‘Document Form Data’:

Click ‘Save’ and then ‘Save & Publish’ in the upper right corner of the workflow. 

Testing

Fill out and submit a form in the Fluix app, either on iPad/iPhone or User App in web browser.

Once done, go to Domo, DATA section, to check the results.

Data Visualization

To visualize data, click on the report to open it, and then click ‘Create a visualization’:

On the right you’ll see a list of possible chart types:

Once you are ready to save your chart, click ‘Save’ in the upper right corner to save it on a Dashboard.

You can also configure alerts when data changes, and share the Dashboard with others.

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 Fluix integrations here.

Limitless Integrations | Fluix + Integromat

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.

Note:

To test the integration, you’ll need a Fluix Core license, or free 14-day trial account, an Integromat license, and access 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 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. 

  1. In the selected workflow, add submit action called ‘Submit by http and select “POST values” as the data type’:
  1. Add the webhook URL to the submit action and click save changes to save the workflow. 

Step 3 – Testing

  1. Go to the Fluix app and submit a test document through this workflow. 
  2. 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

  1. 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. 

Check other Fluix integrations here.

Fluix Integration with Trello | Efficient Project Management

Stay up-to-date on your task list and be on the same page with your team by allowing Fluix to automatically create and organize cards in Trello.

Trello is a collaboration tool that organizes your projects into boards

Integration of Fluix and Trello allows you to create new cards on a board automatically upon each submit of a document that is filled out in the Fluix app. 

A 3-step integration is as simple as a piece of cake, you will need only two portions of it: the Fluix workflow and the Trello board. 

Step 1: Create a Trello board

Before getting started with integration, you need to create a Trello board where the cards are going to be created. If you are going to use the already existing board, go straight to Step 2

  1. 1. Click the “Create” button in the header and select  “Create Board” in the drop-down menu.

  1. 2. Enter a name for your new board, select the Workspace that it should be associated with. You can select an existing Workspace for the board, or, create a new Workspace. Once done, click “Create Board”.

  1. 3. Click “Add a list…” or double-click any open space on your board to add a new list. 

Step 2: Configure an email address for the board

Each Trello board has a unique email address that will be used for connecting Fluix with Trello.

  1. 1. Open the Menu in the right sidebar, select “More”, and then “Email-to-board settings”.

  1. 2. The email address that was automatically generated by Trello, will be used in the Fluix workflow. Here you can also select the list in which the emailed card will be created and the position in which the cards will appear (on the top or at the bottom of the list). 

Step 3: Configure a workflow in Fluix

  1. 1. Create a workflow in Fluix for the documents that need to be filled out and then attached to the Trello cards. If you already have such a workflow, add a new “Send by email” submit rule:  

  1. 2. Insert the email copied from the Trello board to the recipient’s field in the workflow and specify the subject of the email.

Note: The subject of the email becomes the card’s title, therefore, for your convenience, to be able to distinguish the cards you may use the keyword “%document%” that will transform the name of the form submitted in Fluix to the name of the card.

Additionally, the body of the email becomes the card’s description. Set a custom message in case you would like to add some more information to the description. The filled document will be added as an attachment to the card, thus, make sure to select the needed PDF format. 

Additional Formatting tips

When the card is created in Trello, the labels and the members of your team can be added to the card automatically. 

For adding labels to the cards, add #labelname, #labelcolor, or #labelnumber to the subject in Fluix.

  • If your label consists of two or more words, in the subject line either join the words or use underscores between the words. For example, if your label is named “To Do” in the subject line of your email either enter #ToDo or #To_Do for the label to render properly on your card.
  • If you have multiple labels on a board with the same color or the same name, emailing a board with #color or #name will only add the first label with that color or name to the card.

Members can be added to the card by putting @username in the subject or the body of the email on its own line. Trello users’ email addresses can be also added as “to” or “CC” addresses and they will be added as members of the card. However, in this case, they will also receive this email in their inboxes.

Most documents will be attached to Trello cards just fine. However, there is an overall email size limit (above 10MB) that will prevent documents from being attached to the card. 

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 Fluix integrations here.

Data Integration | How to Integrate Fluix with Airtable

Fluix is a software platform that helps you collect field data on mobile forms, and submit it for review, company storage, email, or any business analytics tools. 

Airtable is a cloud collaboration service that allows to aggregate and visualize data extracted from forms.

Integration of Fluix and Airtable allows you to cover the whole flow from data collection to its visualization and further data-driven decisions.

Connecting these two tools will take you 30 minutes and doesn’t require coding. The integration is performed via the webhook – the automatically generated link that connects two services and allows data transfer between them.

Note. Integration through a webhook requires a Core account in Fluix and a Pro account with Airtable. To try the option, you can register for a free 14-day trial in both tools.

Step 1. Create a Base

Before getting started with integration, you need to create an Airtable base where the data from forms will be exported. If you are going to use the already existing base, go straight to Step 2.

  1. 1. Go to your Airtable account and click Add a base and select Start from scratch.
  1. 2. Enter the base name and optionally select the base background color and icon.
  2. 3. By default, a new base consists of one table, and you can add the necessary amount of tables. To do it, click Add table

Note. For bases with multiple tables, you need to set the webhook integration individually for each table.

  1. 4. To edit the table, unroll the settings menu.
  1. 5. By default, each new table contains 4 fields: Name, Notes, Attachments, Status. To edit them, unroll the settings menu. 
  1. 6. To add a new field, click the plus icon to the right of Status. You need to add as many fields as you are going to export from Fluix forms.

For more details on base management, read a full instruction on how to create a base from scratch

Step 2. Connect the Webhook

  1. 1. Click Automations and select Create a custom automation.
  1. 2. In Trigger type, select When webhook received and copy the generated webhook.
  1. 3. In your Fluix account, go to Configuration > Workflows. Select the workflow through which form used for data transfer to Airtable is submitted.
  2. 4. Open the workflow, click Edit Workflow in the upper right corner, and add the submit rule Submit by HTTP. Paste the generated webhook link and select POST values
  1. 5. Click Save & Publish in the upper right corner.
  2. 6. Perform the sample submission of the document that is going to be further used for data extraction into the particular table. Don’t worry that the first submission fails, since it is a test submission to connect with the webhook.
  3. 7. In the Airtable account, click Run test. The status Test ran successfully means your webhook has been connected. You can’t proceed with selecting fields without the connected webhook. 
  1. 8. In Airtable, in Actions, select Create record in Action type and select the necessary table in Table.
  1. 9. In Fields, select fields where data will be added.
  2. 10. Map each field to the corresponding field in the Fluix form. Click the plus icon in the input line, select the webhook and click Continue. Select the body, click Continue and insert the necessary form field.
  1. 11. Switch the toggle to the On position on the top and click Run test

Step 3. Export Data

  1. 1. Submit a form in the Fluix app.
  1. 2. The submitted data will be automatically transferred to the table in Airtable.

Note

You can create several automations for one table. In this case, select the new webhook and insert it into the new submit action in the Fluix workflow. The rest of the process will be similar.

Check other Fluix integrations here.

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. 

Integration with CRM

Does your business process entail a need in DMS (Document management system) and CRM (Сustomer relationship management) systems, but you have to copy-paste data from one to another?  There is a way to automate this process by integrating these tools. 

How it works

While using Fluix as a DMS, you can automate the upload of data collected in mobile forms into the CRM of your choice, like Lead Perfection, MarketSharp, Salesforce, and other world-leading systems.

Gains from integration with CRM

  • Automated workflow. Assurance that documents are getting directly to CRM as soon as such are completed, eliminates time waste on manual upload of documents and data entry, reduces mistakes, and frees up your staff to focus on high value-added tasks.  
  • Real-time control. The regular update of the document status in the system makes it easy to track the work progress.
  • Increased security. With a centralized place for data storage there is no need to control the data transfer across different platforms and keep completed documents on the external storage for an extended period of time.
  • Saved time. Service and production teams have instant access to completed documents on their mobile device, which significantly speeds up work on site. There is no need to search through shared folders anymore since company management can pull out any contract/item on any customer quickly. 

To integrate Fluix with your CRM, please proceed to this article. Feel free to contact us at support@fluix.io if you have any questions or comments.

If you don’t have Fluix account yet, our experts will be happy to answer any of your questions.

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Integration with Tableau | Data visualization in Fluix

Speaking about the data collected by the field teams on devices, you can stop at its storage in the cloud, or start processing it manually in Excel. But there is always a step for automation – to start analyzing the collected data and bring intelligence to your business through data-driven decisions.

Here is when Tableau comes into play. Tableau is a leading visual analytics platform that helps you create any kind of charts, diagrams, and filters based on your requirements.

Use case examples

Besides saved time and eliminated manual effort, automatically aggregated data can benefit in many processes, such as:   

– Ability to check what is going on on-site

– Ability for local sites to immediately identify and fix issues

– Access to granular data, for analyzing and comparing multiple sites in the field

– Ability to identify trends to optimize efficiency

– Resource planning

– Revealing hidden bottlenecks, defects, and missing information

– Reporting for compliance with regulations (e.g. OSHA).

Before you start

The first step would be extracting data from forms into the Fluix datasets, here you can check how to configure them in Fluix. Please note that the feature is available starting from the Core plan. Another point to mention is the Tableau license you will need to acquire. 

If you don’t have Fluix account yet, register a trial today!

Collect and act on accurate data

Create your Fluix account.

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14 days free trial.
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How it works

Once you connect your Tableau account to Fluix, the data will be automatically pulled from Fluix datasets into Tableau in real-time,  empowering you with insightful visualizations, filters, and processing data based on your requirements with the powerful features of Tableau.

How to connect Fluix to Tableau and start pulling data

1. Select a dataset or subset in Fluix, click on the Export button (in case you selected subset, click ‘Export’ button and link to Tableau) and copy authorization link, username, and password.

2. Open Tableau desktop version -> More -> OData

3. Paste there a link, username, and password and click ‘Sign in’. 

Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.

Explore Fluix features and processes

Integration to Trello 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 a document management software with Trello via Zapier you can create Trello cards automatically once a document is completed in Fluix.

If you don’t have any document management software yet, consider Fluix.

Make a step towards automation

Create your Fluix account.

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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:

Screen Shot 2020-04-14 at 6.47.19 PM.png

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

Screen Shot 2020-04-14 at 6.53.21 PM.png

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.

Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.

Integration with Power BI | Data visualization in Fluix

The big number of companies prefer collecting field data for further export into an Excel spreadsheet in order to perform manual analysis afterward. Though there is a much more advanced and efficient method to benefit from the data collected into the Fluix datasets – by connecting Fluix to the data visualization platform. One of such platforms is Power BI. 

Power BI is a market-leading data processing and visualization tool that helps to uncover meaningful insights of your current workflow using the data collected by your field team. You can utilize colorful and comprehensible graphs, histograms, and other visualization tools in Power BI to process your field data and get a wide picture of the current conditions and requirements of the different aspects of your business.

Use case examples

Besides saved time and eliminated manual effort, automatically aggregated data can benefit in many processes, such as:   

– Ability to check what is going on on-site.

– Ability for local sites to immediately identify and fix issues.

– Access to granular data, for analyzing and comparing multiple sites in the field.

– Ability to identify trends to optimize efficiency.

– Resource planning.

– Revealing hidden bottlenecks, defects, and missing information.

– Reporting for compliance with regulations (e.g. OSHA).

Before you start

The first step would be extracting data from forms into the Fluix datasets, here you can check how to configure them in Fluix. Please note that the feature is available starting from the Core plan. Another point to mention is the Power BI license you will need to acquire. 

If you don’t have Fluix account yet, register a trial today!

Collect and act on accurate data

Create your Fluix account.

Get Started for Free
14 days free trial.
No card required.




How it works

Once you connect your Power BI account to Fluix, the data will be automatically pulled from Fluix datasets into Power BI in real time,  empowering you with insightful visualizations, filters, and processing data based on your requirements with the powerful features of Power BI.

How to connect Fluix to Power BI and start pulling data

1. Select a dataset or subset in Fluix, click on the Export button (in case you selected subset, click ‘Export’ button and link to PowerBI) and copy authorization link, username, and password.

2. Open Power BI and click ‘Get Data’.

3. Select ‘Blank Query’.

4. In the left menu click right button on ‘Query 1’ and select ‘Advanced Editor’.

5. In the opened window paste the code below:

let
getData = (optional cursor as text) =>
        let
            cursor = if cursor = null then "" else cursor,
            source = Web.Contents(
                "https://{{url}}/api/public/v1/fdata/dataset/{{id}}",
                [Query=[cursor=cursor]]
            ),
            json = Json.Document(source)
        in
            json
    ,
    data = List.Generate(
        () => [hasNext = true, result = getData()],
        each [hasNext] <> false,
        each [
            result = getData([result][cursor]),
            hasNext = [result][hasNext]
        ],
        each [result][collection]
    )
in
    data

6. Replace the link https://{{url}}/api/public/v1/fdata/dataset/{{id}} with the authorization link copied from Fluix.

7. Click ‘Done’.

8. In the line ‘Please specify how to connect:’ click on ‘Edit credentials’.

9. Choose ‘Basic’ and enter user name and password copied from Fluix.

10. ‘Select which level to apply these settings to’ –  select the authorization link you used above.

11. Click ‘Connect’11. Click ‘To Table’ as on the screenshot below.

12. In the appeared window just click ‘OK’
13. After that you’ll see ‘Column1’ where you’ll need to click ‘Expand to new rows’:

14. Click again on Column1 and select the fields you need and click OK:

Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.

Check what you can do with Fluix. Explore features >

Integration with document cloud storages

Fluix easily integrates with such leading cloud storage providers as:

Here are the short guidelines on the connection steps. Upon connecting your company storage to Fluix you will be able to use it both as a document source or document destination in the workflows.

We encourage you to consider and evaluate Fluix Built-in Cloud Storage as your primary document repository. Please note, that it can be connected as a network drive to your Windows or Mac workstations, and easily manipulated just like any other folder.

Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.

How to integrate with Google Sheets via Zapier

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 flow directly to your spreadsheets without having to manually download and copy it.

If you don’t have any document management software yet, consider Fluix.

Try forms automation software today

Create your Fluix account.

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To enable an automatic Fluix Data export by connecting  Fluix to Google Sheets via Zapier, please follow the instructions below.

1. Log into Fluix, under Data navigate to Datasets

2. Select a dataset or its filtered view, click ‘Export’ and keep the dialog box open

3. Log in to Zapier: https://zapier.com/app/login

4. Click ‘Accept Invite & Build a Zap’

5. Click ‘Make a Zap’

6. Under ‘Choose a Trigger App’ type in and select Fluix

7. Connect an account by copying the username and password from Fluix (from the ‘Export’ dialog box in step 2 above)

8. In the Fluix ‘Export’ dialog box copy the first ‘Authorization Link (Power BI) and click ’Continue’, example:https://admin.fluix.io/api/public/v1/fdata/dataset41

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).

Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.

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