SureTriggers & Flowlu Integration Guide

Do you use Flowlu to manage various business aspects? If so, automating some of them can significantly reduce your team’s time and effort.

With SureTriggers, you can easily automate Flowlu tasks to make your work more efficient.

In this article, we’ll show you how to connect SureTriggers with Flowlu, share some real-life examples, and give you a simple guide to creating a workflow using SureTriggers.

What is Flowlu?

Flowlu is an all-in-one business management software that helps you manage various aspects of your business. Here are the key features it offers:

• Project Management: Plan, track, and collaborate on projects.
• CRM: Manage customer information, track sales, and maintain customer relationships.
• Manage Finances: Handle invoicing, expenses, and financial reports.
• Task Management: Create, assign, and monitor tasks for you and your team.
• Collaboration Tools: Share information and communicate with team members effectively.
• Knowledge Base: Store and organize important documents and information for easy access.

What You Can Do With SureTriggers?

There are multiple Flowlu automation that you can configure with SureTriggers, like:

• Creating or updating Projects.
• Generating Invoices.
• Creating Tasks.
• Creating Opportunities.
• Automating multiple event categories such as – CRM, Finance, Calendars, Knowledge Base, and more.

Note: You’ll find detailed information about each of these components in Flowlu’s official documentation.

​​How Automation Works In SureTriggers

Automation in SureTriggers is based on Triggers and Actions.

A Trigger is an event that occurs in one app or service, and an Action is a predefined task that is performed in another app or service based on that trigger.

For example, a Google Sheet can be configured to update projects automatically on the Flowlu dashboard.

How to Connect SureTriggers with Flowlu?

Before you start, connect your Flowlu account with SureTriggers:

• Login to your SureTriggers account.
• Click on the Apps section on the left side of the screen.
• Click on the Create New Connection button on the top right
• Search for “Flowlu” and click on its icon.

A new tab will appear, here:

• Provide a name for your connection.
• Enter your account URL in the exact format.

To get your API key, navigate to your Flowlu account, and:

• Access the Portal Settings by clicking on the “Settings” icon on the left panel.

• Navigate to API Settings and click the “Add” button at the top right.
• Provide a name and select the desired use cases for which you’ll be using the API.
• Click on the Save button to create this API key.

Copy and paste this key into the “API Key” field. Click on the Connect Flowlu button once done.

Congratulations! You just created a new Flowlu connection in your SureTriggers account.

Creating a Flowlu Workflow in SureTriggers

In this section, we’ll create an example workflow using SureTriggers. You can use this process as a reference for creating and configuring other workflows as well.

Imagine you’re collecting leads using Google Forms and don’t want to go through the usual process of adding the Opportunities to the Kanban Board manually.

So, let’s create a workflow to automatically add Opportunities in Flowlu whenever there’s a Google Form submission.

Setting Up the Form Submission Trigger for Google Forms

Firstly, we’ll need to create a trigger for Google Forms:

• Go to your SureTriggers dashboard and click on Create Workflow.
• Provide a name to this workflow.

• Click the Add Trigger button and select “Google Forms” as the trigger app.

• Select trigger event as New Form Response.
• If you haven’t connected a Google Forms account yet, click on the “Create New Connection” button to do so.
• If you’ve already connected the account, just select it under “Select Connection”.

• Enter the “edit” URL of the Google Forms that should trigger this workflow.
• Click on the Fetch Data button to get the details of the last submission of this form.
• Once the data is fetched, Save this step. We’ll map the fetched data.

Note: Google Forms is a scheduled trigger. SureTriggers will check your Google Forms submissions every hour and run the workflow if there are new responses.

Setting Up Action for Adding Opportunities in Flowlu

Now that we’ve set up a trigger, it’s time for us to define an action for adding these leads to the Flowlu Kanban board:

• Click on the + icon to add a new action.
• Select the “Flowlu” action app.
• Select the “Create Opportunity” event.

• Select the Flowlu connection/account that we connected previously.

• Provide a name and description for this action.

• Provide details like budget, source type, and time range until you want to automate form responses and assignee.
• Click on the Test Action button and save the action.

• Publish your workflow.

That’s all. Your workflow is live! 

Now, whenever the Google Form captures a new response, your Kanban Board will be updated with the relevant Opportunity.

Adding Flowlu Triggers

SureTriggers allows you to automate multiple other workflows. You can use Flowlu as a trigger event to do that. 

To configure Flowlu as a trigger, you’d have to configure a Webhook. The Webhook will help you automate the following event categories:

• Tasks
• CRM
• Projects
• Finance
• Files
• Calendar
• Products
• Agile Projects 
• Knowledge Base

Let’s see how you can do that:

Configuring the Webhooks

• Create a new workflow and provide a name to it.
• Click on the Add Trigger button.
• Select Flowlu as the trigger app.
• Under “Select Event”, select Configure Webhook.

• Copy this webhook URL.

The next few steps are outlined in the article Setting up Webhook in Flowlu.

• To verify your webhook in SureTriggers, click Send empty notification.

For example, here we have configured a simple Webhook to update a Google Doc file with the client’s phone numbers as they are added.

With the Webhook dropdowns in your Flowlu account, you can configure and achieve multiple other workflows. 

You can connect Flowlu with a number of other apps available in SureTriggers that are updated regularly.

That’s it with the article. We hope it helps you. If you have any questions or need assistance, don’t hesitate to reach out to our team. 

We’re always here to help!