[ Sales and CRM ]
Flowlu integration for your workflows.
Connect Flowlu to Collabase once and use 24 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.
Flowlu in Collabase
Connect Flowlu to Collabase once and use 24 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Business management software
How to connect it
- Open the integrations in the workspace settings.
- Choose Flowlu and connect your account.
- Add a trigger or an action to the workflow.
- Log in to your flowlu account.
- Click on your profile-pic(top-right) and navigate to Portal Settings->API Settings.
- Create new API key with any name and appropriate scope.
- Copy API Key to your clipboard and paste it in API Key field
- In the Domain field, enter your company from your account URL address. For example, if your account URL address is https://example.flowlu.com, then your domain is example.
Flowlu triggers
| Name | Description | Fields |
|---|---|---|
| New TaskChecks at intervals | Triggers when a new task is created. |
|
| New OpportunityChecks at intervals | Triggers when a new opportunity (deal) is created. |
|
| New CRM AccountChecks at intervals | Triggers when a new CRM contact or organization is created. |
|
| New ProjectChecks at intervals | Triggers when a new project is created. | 0 |
Flowlu actions
| Name | Description | Fields |
|---|---|---|
| Create CRM Account(Contact) | Creates a new contact in CRM. |
+ 27
|
| Update CRM Account(Contact) | Updates an existing contact in CRM. |
+ 28
|
| Delete CRM Account(Contact) | Deletes an existing contact in CRM. |
|
| Create CRM Account(Organization) | Creates a new organization in CRM. |
+ 25
|
| Update CRM Account(Organization) | Updates an existing organization in CRM. |
+ 26
|
| Get CRM Account | Gets a CRM contact or organization by ID. |
|
| Find CRM Accounts | Searches CRM contacts and organizations. |
+ 1
|
| Create Opportunity | Creates a new opportunity. |
+ 5
|
| Update Opportunity | Updates an existing opportunity. |
+ 9
|
| Delete Opportunity | Deletes an existing opportunity. |
|
| Get Opportunity | Gets a CRM opportunity by ID. |
|
| Find Opportunities | Searches CRM opportunities (deals). |
+ 2
|
| Link Account to Opportunity | Links a CRM contact or organization to an opportunity. |
|
| Create Task | Creates a new task. |
+ 8
|
| Update Task | Updates an existing task. |
+ 10
|
| Get Task | Retrieves an existing task. |
|
| Delete Task | Deletes an existing task. |
|
| Find Tasks | Searches tasks. |
+ 1
|
| Create Project | Creates a new project. |
+ 8
|
| Update Project | Updates an existing project. |
+ 9
|
| Get Project | Gets a project by ID. |
|
| Find Projects | Searches projects. |
+ 1
|
| List Users | Lists the users in your Flowlu portal. |
|
| List Reference Values | Lists pipelines, stages, sources, categories, workflows and other reference values with their IDs. |
|
[ Sales and CRM ]
Related integrations
Tools that often share a workflow.
Questions about Flowlu
What can I automate with Flowlu in Collabase?
Flowlu brings 24 actions and 4 triggers, for example Create CRM Account(Contact), Update CRM Account(Contact), Delete CRM Account(Contact), Create CRM Account(Organization) and 20 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Flowlu to Collabase?
You open the integrations in the workspace settings, choose Flowlu and connect your account once, using custom credentials. After that all triggers and actions are available in the workflow.
Can Flowlu start a workflow?
Yes. Flowlu provides 4 triggers, for example New Task, New Opportunity, New CRM Account and 1 more. The workflow runs as soon as the event happens.
Does the Flowlu integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.
