Flowlu Integrations with Bit Flows – Automate CRM, Projects & Finance Workflows

Flowlu Integrations: Flowlu is an all-in-one work management software solution that provides project tracking, CRM, invoicing, and team collaboration tools in one business system.

In this guide, you’ll learn how to integrate Bit Form with Flowlu, where Bit Form serves as the trigger and Flowlu is the action. Once the integration is complete, a new subscriber will be automatically added to your Flowlu account every time someone submits your form.

This beginner-friendly, step-by-step tutorial is designed to help you quickly set up your first automation—making it easier to grow your email list, nurture leads, and manage contacts directly from your WordPress forms.

Authorization of Flowlu Integrations as Action

To set Flowlu as an action in Bit Flows, first open your Bit Flows Dashboard, then either create a new flow or open an existing one. In the Flow Builder, click the plus (+) icon to add an action. From the list of available apps, search for and select Flowlu.

After selecting your preferred action, the next step is to choose an event. For example, in this case, we’ve selected the “Create Account Type” event.

After selecting the action event, a new popup will appear. Here, you need to connect your Flowlu account. If you’ve already connected Flowlu before and want to use the same account, simply select it from the “Select Connection” dropdown. If not, click on “Add Connection” to create a new one.

When you click the Add Connection button, you’ll be prompted to enter a name for your connection and supply your Client id API Key and Secret Key.

To set up Flowlu integration with Bit Flow, you’ll need Flowlu API Key and Company Name. Follow these steps to get it.

• Sign in to your Flowlu account.
• Click on your profile picture in the top right corner.
• Select “Portal settings” from the menu.
• Copy your “Account URL” and paste it into the “Company Name” field in your integrations page.
• Go back to your Flowlu account and go to “API Settings“.
• Click on “Create“.
• Give your “API Key” a name and grant all of the permissions.
• Click on “Save“.
• Your “API Key” will be displayed.
• Copy it and paste it into the “API Key” field in your integrations page.

Once you have successfully entered your Flowlu API Token, click “Connect” button to proceed.

Field Mapping: Here, you’ll see a “Map Fields” section where you need to map your form fields to the matching fields in Flowlu. The “Account Type Name” field is required by Flowlu, so make sure to map your form’s Account Type Name field to it. You can also click the “Add Contact Field” button to map additional fields. Additionally, you can enhance your request logic using Flow, Math, String, and System functions.

👉 Learn more about Field Mapping

Once you’ve finished these settings, you can either click the “Test Run” button to check if the integration is working correctly or simply close the popup to complete the setup.

You also have the option to test the full flow. You can either click “Listen Response” and then run the trigger event (e.g., submit the form), or use existing data to test the integration and make sure everything works correctly.

After completing all the steps, click the “Logs” icon at the top-right corner of the Flow Builder to view your integration logs. Logs help you verify if the trigger and action worked correctly and make it easier to spot and fix any issues.

That’s it! You’ve successfully set up an automation in Bit Flows to connect Bit Form with Flowlu. Now, whenever someone submits your form, a new subscriber will be automatically added to your Flowlu account.

This integration helps you grow your email list, automate lead nurturing, and streamline your marketing efforts—all with minimal effort. For more help or to explore additional integrations, be sure to check out our comprehensive User Guide.

Check out our easy-to-follow tutorials!

• How to Integrate Flowlu with Bit Flows