Project Management

Fluix WinAir Integration | Create Flight Logs Automatically

Many aviation companies use different software solutions to manage processes and paperwork. In most cases, data flow between tools is manually created by employees. This inevitably leads to occasional data loss and discrepancies as a result of human error.

In this article we’ll talk about how integrating the aviation management tool WinAir with Fluix can eliminate manual effort and make the entire document management process smoother, with full traceability.

What this integration does

Fluix is a web and mobile-based cloud platform that helps teams with setting up digital document management and workflow automation. In this integration, Fluix serves as an electronic data capture system.

WinAir is an aviation management software that helps track and manage aircraft maintenance and inventory control.

Integration between Fluix and WinAir allows you to automatically create flight log entries in WinAir for different types of aircraft, based on the values that have been filled into the flight record by the cabin crew members and submitted via Fluix.

The flow

1.The pilot completes the fillable Journey Log PDF in the Fluix app. Both online and offline options are available.

Example of a filled out form on iPad:

How to start
The integration doesn’t require special technical skills and months to configure it. Contact the Fluix team and we’ll help you to set up the integration, taking into account your project-specific requirements.

Note: To test the integration, you’ll need a Fluix Core license, or a free 14-day trial account, as well as a WinAir license.

Check out more Fluix business integrations here.

Fluix Wrike Integration through Make (Former Integromat) | Keep track of your tasks and projects

What integration does

Wrike is a popular web and mobile-based project management application that helps teams from small size to enterprise to effectively manage their tasks and 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.

Make is a no-code solution that allows you to connect almost any popular tools together.

Nowadays it is very common that organizations use a handful of different tools to fulfill their internal requirements in terms of document management and task tracking to ensure timely and accurate project completion.

The integration of Fluix and Wrike through Make allows you to connect these two crucial parts of the working process.

Note: Integration requires a Core account in Fluix and an account in Wrike and Make. However, to try the integration, you can register free trial accounts in all tools.

Setup

Step 1 – Creating scenario in Make

1. On the Make’s main dashboard click Create a new scenario 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 Сustom 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 submit forms in Fluix from where the data will be automatically extracted to create a task in Wrike. 

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 you copied earlier in Make to the submit action and click Save changes to save the workflow. 

Step 3 – Setting up integration modules

1. Go to the Fluix app on device or web and submit a test document through the workflow you created. 
2. Once you see the success indicator in Make, 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 that will be used for task creation in Wrike.
   
   4. Click Add another module, select Wrike from the list of available integrations and select Create a Task:
   
   

Step 4 – Connecting Wrike

1. Click Add and Save in order to give access to your Wrike account.
   2. Configure all the necessary parameters from the list on the integration setup page and click Ok to save. 

Task’s title and description will be created based on the information taken from the particular fields in the submitted form that were predefined by you during the integration setup.

In the integration settings, you may predefine and further change the status and importance level of the tasks upon their appearance in Wrike after the document submission. 

You may define the particular space and list stakeholders or teams for whom this task is visible by default. 

3. Click Run Once in the left bottom corner and try submitting your document. Once done, you should see your tasks created in Wrike where description and title correspond to the data taken from the chosen form fields from the submitted document in Fluix. Then you will just need to activate the scenario in the left bottom corner.

Step 5 – Testing 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 Wrike, you will see a new Task created.

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.

Fluix Monday.com Integration | Managing Project Data

Monday.com is a project management platform that provides dashboards to delegate tasks and track their progress. Besides that, monday.com can be used as a CRM tool that will allow you to manage leads or sales pipelines. 

By integrating Fluix and monday.com, you will streamline the whole process: from collecting data by remote teams on mobile devices, to the automated creation of tasks, leads, or any other items on the monday.com dashboards, with the filled documents attached. 

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

Let’s look at how this integration works in case monday.com is used for managing the project.

Step 1 – Creating a Workspace and a Board in monday.com

Before building the integration with Fluix, you will need to have the Workspace and the Board created in monday.com. Upon each document’s submission in Fluix a task will be created on that Workspace and a Board with the respective document attached. 

Workspace provides your account with a hierarchy of organization in order to better manage multiple departments, teams, and projects in one unified place. To proceed with the setup, join the relevant Workspace or create your own.

Each of the Workspaces consists of the Boards with tasks (or any other item terminology relevant to your board’s content). Add a Board to your Workspace and customize it in accordance with your business needs. Please find the example of the created Board below:

Step 2 – Creating a Fluix app in monday.com

During this step, you’ll need to create the Fluix App in monday.com that will be used for authentication and to specify how Fluix needs to access your monday.com account. 

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

2. Click Create App, specify the name of the app, let’s say “Fluix App”, and click Save App.

3. Take note of the client ID and the client secret in the Authorization tab. These parameters will be used for authorization further.

4. Go to OAuth – Scope tab and specify the permissions that Fluix will have in monday.com. For this type of integration, you will need three of them:

5. Specify the Redirect URL depending on the domain you’re using in Fluix (you can check it upon login to your Fluix account). 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

Once done, click Save Feature.

Step 3 – 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 in the Fluix app and then appear as attachments on the dashboard in monday.com. 

In the selected workflow, add a submit action called Upload to CRM/ERP. We will need to configure 2 requests for being able to create a task (or any other item terminology relevant to your business case and board’s content) and upload the file to it.

Process 3.1 –  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://api.monday.com/v2.

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

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

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: {“query”: “mutation { create_item (board_id: %board_id%, group_id: \”topics\”, item_name: \”Document Name\”){id}}”}

• Replace the %board_id% parameter with the ID of the board to which the task needs to be added. You may find it in the address bar when the monday.com board tab is opened:
• We recommend entering the value Document Name manually since it will allow adding already preset parameters from the dropdown list.

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 2.
• Add the link https://auth.monday.com/oauth2/authorize to the Authorization URL field.
• Add the link https://auth.monday.com/oauth2/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 monday.com. 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 3.2 –  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://api.monday.com/v2/file.

2. 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.

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

• Part name – query
• Part value – mutation add_file($itemId: Int!, $column: String!, $file: File!) {   add_file_to_column(item_id: $itemId, file: $file, column_id: $column) {     id     name     file_size     }  }
• Part name – variables
• Part value – {“column”:”files”, “itemId”:Response Body}
• Configure the Response Body parameter by clicking on it, selecting the necessary request and adding the key path – data.create_item.id:

• Click Save to apply the changes.
• Part name – map
• Part value – {“document”:”variables.file”}
• Part name – document
• Part value – Document File
• Configure the Document File parameter by clicking on it, selecting the necessary document type.

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 2.
• Add the link https://auth.monday.com/oauth2/authorize to the Authorization URL field.
• Add the link https://auth.monday.com/oauth2/token to the Access token URL field.

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

6. 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 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 monday.com, 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 business integrations here.

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 integrating 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 forms 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 14-day trial account in Fluix and a free account in Asana.

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. 

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 business integrations here.

Fluix Slack Integration | Automated business communications

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 14-day trial account in Fluix and a free trial account in Slack.

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 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 business integrations here.

Fluix Trello Integration | 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 form 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 Create 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 business integrations here.

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.