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.
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.
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.
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.
Workato is an iPaaS (integration platform as a service) that lets organizations connect the applications they use in business. In this article, we will describe how to connect Fluix to Google Sheets via Workato and automate the data flow from the completed forms to spreadsheets without any manual effort.
Note
To test the integration, you’ll need a Fluix license, or free 14-day trial account, Workato license, and access to Google Sheets.
To proceed with connecting Fluix to Google Sheets via Workato, please follow the steps below:
Step 1 – Creating a process in Fluix.
Log into the Fluix admin portal and go to the Workflows section. Create a new workflow with the Submit by HTTP submit action and select POST values as the data type.
In the created project, click Create in the right upper corner and choose Connection.
Search for Google Sheets and click on its icon.
Name the connection and sign into your Google account.
Step 3 – Setting up the webhook
Click Create and choose the Recipe option.
Name the recipe, choose the location, pick Trigger from a webhook as a start point and click Start building.
Click Start guided setup.
Copy the appeared webhook address and click Next.
Insert the link into your workflow in Fluix and save it.
Submit the sample document through your workflow and click Setup webhook.
Step 4 – Configuring the data flow from Fluix to Google Sheets in Workato.
On the flowchart click the plus icon and choose the IF condition.
Configure the IF condition by mapping the required fields and choosing is present as a condition. Pick Action in an app as the next step and choose Google Sheets from the list of apps.
Choose the Add row action to be performed in the Google Sheet.
Choose your Google Sheets connection. Then pick the spreadsheet and sheet, map the columns to be filled in, and hit Save.
Step 5 – Testing the setup in the Fluix app
Log into the Fluix app on your device, fill in the fields previously chosen for the integration and submit the document.
Data from the Fluix form fields appeared as a new row in Google Sheets.
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.
Pick Action in an app as the next step and choose Google Sheets from the list of apps.
