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FluentCRM

Reminder: FCRM automations

Please, give some love to the Fluent Boards integration.

Currently, we only have "Create Task" as an action, and the variables are so scarce.

  • Not able to assign assignees.
  • Due date: not working if you want to set it for the same day of the trigger of the automation (this is, only from 1 and on) --> This used to be the case too for the Fluent Booking integration but was modified after. Not the case for FCRM integration...

Same for Stage changed. There is a long way of nice improvements that could be done.

Fetching custom fields (from Fluent Boards), and so. Among others.

Reminder: FCRM automations
  • 8 likes
  • 10 comments

Luke Nova

Integration between Fluent Forms and a Board (potentially through Fluent CRM Automations). It would be highly beneficial to automatically create a new board upon form submission, and assign the form submitter as a member. This functionality would streamline workflows and is currently unavailable.

Jorge de los Reyes

Luke HubCo absolutely true.

It’s possible to create boards with the API. But not having this natively on FCRM is such a pity!

Luke Nova

Jorge de los Reyes Good to know, thanks! You wouldnt know any tuts that may help achive this would you? BTW I saw your bio and it says you are a lawyer but from your input to the group you seem very knowledgeable with your web work too! ;)

I spun up a copy of n8n on xcloud to have a look but from the look of it I will need to watch a few tuts to get my head around it.. Also I saw bit integrations plugin says that it can do it, but Ive not yet had a chance to get to that part yet!

But yeah it does look achievable and yes totally this would be perfect to have this natively.

Jorge de los Reyes

Luke HubCo Luke HubCo Hey Luke!

Thanks for your message and for your kind words.

Yes, I’m a lawyer, but I’ve had to learn quite a bit about tech to run my own business efficiently (law firm, e-learning school)… and automation has been a game changer for that!

I’m learning every day tbh.

I have also deployed N8n recently to continue exploring automation solutions others than just python.

I agree - it definitely looks achievable with n8n. You just have to conduct HTTP request.

If you’re just starting, I’d recommend these official tutorials:

  • The official n8n YouTube channel.

  • Also check out this walkthrough on HTTP requests in n8n: https://docs.n8n.io/nodes/n8n-nodes-base.httprequest/

    If you’re trying to automate actions in FluentCRM, you’ll usually use the HTTP Request node to hit the FluentCRM or FluentBoards REST API. You can create flows like:

  • Trigger on new contact

  • Add to a FluentCRM list

  • Create a new task in Fluent Boards

Let me know what specific part you’re stuck on and we can give it a try :)

And yes — would be amazing to have this natively built into Fluent plugins 

Probably you will understand this better reading the dev docs: https://developers.fluentboards.com/modules/boards/

I do not consider myself a developer, but the team make it easy to understand and with AI it becomes easier to understand or even to “Vibe code”.

Basically, any tool or system that allows you to make this request will help you with this and many other tools :)

If you prefer something more like a no-code solution, OttoKit (aka, SureTriggers), has a direct fluent boards integration: plug and play.

For the Wordpress world, it’s among my favorites. And the the team is so nice and fast.

But I am sure this can be achieved too and probably easily with N8N. I still have to play with the platform though, but feel free to reach out if you have any doubts.

You know: Two heads are better than one :)

I’m new in N8n, but not in integrating this kind of flows.

And in our school me and the team are starting with N8n trying new things: so a path of research, test, error, and implementation of past experience is on the way in this ecosystem.

Last but not least. Give a try to something like:

{
"title": "name of the new board",
"description": "description if needed",
"visibility": "private" // o "public"
}

I guess this will be pretty much all of it for the HTTP request. In N8n and anywhere else :)

Just choose your trigger, and make the request when needed.

Luke Nova

Jorge de los Reyes  Wow, massive! That is so cool! Much appriciated!!
S Jewel  saying he was thinking of using it to futher the functionality but on my brief look at n8n there was not many user templates with the fluent products yet...

Thanks for the starting tips with the http I have a make.com account and have fumbled my way through setting up FB lead ads to Boards via a FCRM automation a few times and checked the n8n which looks in a similar format and need to dedicate some hours to move them over to n8n. But I feel I still dont know what Im doing properly lol ;)

I got suremembers a while back and am using for my community setupand had looked into the sure triggers but from what I remember you slowly need to get the full sure suite in order to get them all running smoothly etc and now that Fluent cart is on the way I cant help but think sure triggers is not the way for me looking forward etc and will need to invest more time into getting my head around n8n better...

Really appriciate the headstart you have sent my way!

Cheers Jorge de los Reyes 

Luke

Jorge de los Reyes

Luke HubCo I think that is a wise approach Luke!

In general, the WPCraft ecosystem is probably becoming a bit more closed than expected (Surecart, Suredash, you will need SureMembers…, yeah).

The SaaS orientation it’s also something to take into account.

But in general I think that both ecosystems work well pretty nicely! And both teams are fast and reliable.

Just the important nuance of “real” open source philosophy vs something more SaaS oriented.

With ninja products, if you want to customize something, or add modules… and you are a bit curious, you will get to it.

On the Sure ecosystem. Is a but more tricky. But there are really nice examples over there of people and business orbiting around the ecosystem with cool add ons :)

N8n, as an open source. Is more in the wave of WPManage ninja.

So, if as you said there will probably be templates for the ecosystem in the future… that will be awesome!! - did not know that.

And yeah. Fluent cart is pretty awesome.

I had the chance to toy with it, and it’s lighting fast but… more over: super flexible!

I love it.

You will be able to automate what ever you want with it and N8n. Again, with the dev references. Not that difficult!

Like the FCRM, I am sure it will be fully customizable. Again, with this dev docs, and the same way FCRM is.

The pity is, I think, we will have to wait a bit.

That being said, I still do not know how the amazing team can create so many solid, simple and powerful tools in such a limited period of time. So, I am sure once it is publicly announced it will be an incredible tool.

Do not hesitate to reach out regarding N8n or any other query. As I said, I’ll be diving into it too, so I am sure there could be a nice space here in the community to share.

Just tag me here or reach out :)

Also, do not forget to visit the N8n community. For what I’ve seen… it’s a tremendous community too!

Success!

Luke Nova

Nice one! Thanks again Jorge de los Reyes

Luke Nova

This looks pretty cool:
https://www.youtube.com/watch?v=AURnISajubk

Will be watching this next!

Jorge de los Reyes

Luke HubCo thank you! I’ll definitely check this out!

Jeff Mapes

following!