Formester FluentCRM Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

Formester

Trigger Event

On Form Submission

Description:

This trigger starts the workflow whenever the On Form Submission event occurs in Formester.

Connect Your Formester

Select the Formester source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add FluentCRM as an Action

Click:

Add Action → FluentCRM

Select an Action Event:

• Create or Update Contact When “On Form Submission” occurs in Formester, use the submitted data to run “Create or Update Contact” in FluentCRM.
• Get Contact (All) When “On Form Submission” occurs in Formester, use the submitted data to run “Get Contact (All)” in FluentCRM.
• Get Contact (By Id) When “On Form Submission” occurs in Formester, use the submitted data to run “Get Contact (By Id)” in FluentCRM.

Description:

This action sends data from Formester to FluentCRM and performs the selected supported operation automatically.

Map Formester Data with FluentCRM Inputs

Map the available data from Formester to the compatible inputs provided by the selected FluentCRM action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the On Form Submission trigger and verify the selected FluentCRM actions:

• Confirm that Create or Update Contact completes successfully and processes the mapped data in FluentCRM.
• Confirm that Get Contact (All) completes successfully and processes the mapped data in FluentCRM.
• Confirm that Get Contact (By Id) completes successfully and processes the mapped data in FluentCRM.

Then activate your workflow.