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Estimated reading: 2 minutes 547 views

FluentBoards Integration as a Trigger

FluentBoards Integration: A tool that meets your every need! · Seamless task management within WordPress · No speed bumps: unlimited projects, tasks, and assignees

Bit Integrations is a WordPress plugin that can help you automate and integrate your FluentBoards with over 200+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Setup FluentBoards Integration

First, Open your Bit Integrations Dashboard and create an integration by clicking the “Create Integration” button.

Now, search and select “FluentBoards” from the list of triggers in Bit Integrations.

Please select the “Form or Task” you wish to connect with Bit Integrations from the provided dropdown menu.

  • New Board Created
  • Board Member Added
  • New Task Created

info-icon-bit-apps  Note

⚠️ Attention:

Most users don’t read this documentation carefully, especially after clicking the Fetch button. Please read and follow the instructions and video below.

Now, click the Fetch button. Afterward, execute the trigger. In this example, we’ve chosen “New Board Created” as the task. For additional instructions, please refer to the video below.

In the example video, I clicked the Fetch button and create a New Board on FluentBoards. Then, I returned to the integration page, where the data was successfully retrieved.

  • Title
  • Type
  • Description
  • Currency
  • Background Id
  • Background Is Image
  • Background Image Ur
  • Background Color
  • Created By
  • Id
  • IsUserOnlyViewer
  • Board Id
  • Id
  • User Login
  • User Nicename
  • User Email
  • User Url
  • User Registered
  • User Status
  • Display Name
  • Photo
  • Title
  • Priority
  • Stage Id
  • Board Id
  • Status
  • Position
  • Created By
  • Type
  • Slug
  • Settings Cover Background Color
  • Settings Subtask Count
  • Settings Attachment Count
  • Settings Subtask Completed Count
  • Updated At
  • Created At
  • Id
  • Repeat Task Meta
  • Stage Board Id
  • Stage Title
  • Stage Slug
  • Stage Type
  • Stage Position
  • Stage Color
  • Stage Bg Color
  • Stage Settings Default Task Status
  • Stage Archived At
  • Stage Created At
  • Stage Updated At

info-icon-bit-apps  INFO

After completing these steps, the Actions list will appear, and select the action you want to integrate with your selected Trigger. Now you have to authorize the Action. To know more about authorization, Go to Actions from the left side menu and select the Action you want to integrate with your chosen trigger.

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