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FluentCRM

#Feature Request

Request for FluentCRM Automation Action to 'Add Member to Fluent Board'

Currently there is no way to automate access to a Fluent Board, or link a Fluent Board to a company without a Company Custom Field. Currently, when we onboard a client, we:

  1. Create a Fluent Board

  2. Copy the Fluent Board Shortcode link and then paste it into a Fluent CRM Company custom field

  3. On the client's contact we add them to the list 'Customer - User Account', and this triggers the automation that:

    • creates their WP User account
    • send them an email to reset their password

In future, it would be create to automate their access to a Fluent Board too by having an Fluent CRM action available to give them access to a companies board.

  • 1 like
  • 2 comments

Ashik Khan

We’re taking note of this request and will forward it to our R&D team for future consideration.

Monique Tovo

Ashik Khan Thank you Ashik! Let me know if any further clarification would be helpful.