Click Funnels + Fluid Pay Integration

Integrate Click Funnels to Fluid Pay in one click, or tell Integrately AI how you want each purchase handled. Capture purchases, generate invoices, update transaction records, and streamline your billing automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Click Funnels
    Course lesson is updated in Click Funnels Instant
  • Click Funnels
    Blog post is published in Click Funnels Instant
  • Click Funnels
    Blog post is deleted in Click Funnels Instant
  • Click Funnels
    Course is created in Click Funnels Instant
  • Click Funnels
    Course is updated in Click Funnels Instant
  • Click Funnels
    Course is published in Click Funnels Instant
  • Click Funnels
    Course section is created in Click Funnels Instant
  • Click Funnels
    Course is deleted in Click Funnels Instant
  • Click Funnels
    Course section is updated in Click Funnels Instant
  • Click Funnels
    Course section is published in Click Funnels Instant
  • Click Funnels
    Course lesson is deleted in Click Funnels Instant
  • Click Funnels
    Contact is created in Click Funnels Instant
  • Click Funnels
    Course lesson is created in Click Funnels Instant
  • Click Funnels
    Course lesson is published in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Community post is created in Click Funnels Instant
  • Click Funnels
    Comment is created on community post in Click Funnels Instant
  • Click Funnels
    Sales opportunity is created in Click Funnels Instant
  • Click Funnels
    Sales opportunity is updated in Click Funnels Instant
  • Click Funnels
    Sales opportunity Stage is changed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is closed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is Deleted in Click Funnels Instant
  • Click Funnels
    Blog post is created in Click Funnels Instant
  • Click Funnels
    Contact is updated in Click Funnels Instant
  • Click Funnels
    Contact is deleted in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Contact completed course in Click Funnels Instant
  • Click Funnels
    Blog post is updated in Click Funnels Instant
  • Click Funnels
    Product variant is updated in Click Funnels Instant
  • Click Funnels
    Product variant is created in Click Funnels Instant
  • Click Funnels
    Tag is removed from contact in Click Funnels Instant
  • Click Funnels
    Tag is added to contact in Click Funnels Instant
  • Click Funnels
    Product is updated in Click Funnels Instant
  • Click Funnels
    Product is created in Click Funnels Instant
  • Click Funnels
    Contact is unsubscribed in Click Funnels Instant
  • Click Funnels
    Purchase is created in Click Funnels Instant
  • Fluid Pay
    Transaction is created in Fluid Pay Instant
  • Fluid Pay
    Transaction is captured in Fluid Pay Instant
  • Fluid Pay
    Transaction is updated in Fluid Pay Instant
  • Fluid Pay
    Transaction becomes void in Fluid Pay Instant
  • Fluid Pay
    Transaction is settled in Fluid Pay Instant
Arrow Right
2.
  • Click Funnels
    Create contact in Click Funnels
  • Click Funnels
    Search contact in Click Funnels
  • Click Funnels
    Update contact in Click Funnels
  • Click Funnels
    Delete contact in Click Funnels
  • Click Funnels
    Create tag in Click Funnels
  • Click Funnels
    Enroll a contact into a course in Click Funnels
  • Click Funnels
    Apply tag to contact in Click Funnels
  • Fluid Pay
    Create invoice in Fluid Pay
  • Fluid Pay
    Update invoice in Fluid Pay
  • Fluid Pay
    Search invoice in Fluid Pay
  • Fluid Pay
    Delete invoice in Fluid Pay
  • Fluid Pay
    Get invoice by id in Fluid Pay
  • Fluid Pay
    Create user in Fluid Pay
  • Fluid Pay
    Create plan in Fluid Pay
  • Fluid Pay
    Refund in Fluid Pay
  • Fluid Pay
    Create add-on in Fluid Pay
  • Fluid Pay
    Create discount in Fluid Pay
  • Fluid Pay
    Search transaction in Fluid Pay

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Ready Workflows Ready Workflows for Click Funnels + Fluid Pay Integration

Record purchases, generate invoices, update transaction statuses, and track financial data, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Click Funnels + Fluid Pay flow

Keep your broader business stack synchronized with customer purchases and billing events. Pick a combination and activate it in one click.

Click Funnels
Fluid Pay
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ShopifyShopify (4)
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ActiveCampaignActiveCampaign (4)
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MailchimpMailchimp (4)
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QuickBooks OnlineQuickBooks Online (4)
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Google SheetsGoogle Sheets (4)
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SlackSlack (4)
C
F
S
When a purchase is created in Click Funnels, create an invoice in Fluid Pay and add a product in Shopify.
Every Click Funnels purchase automatically generates a Fluid Pay invoice and updates your Shopify catalog without manual data entry.
F
C
S
When a transaction is settled in Fluid Pay, update the contact in Click Funnels and create an order in Shopify.
Settled payments in Fluid Pay trigger contact updates in Click Funnels and log fulfillment orders in Shopify instantly.
C
S
F
When a contact is created in Click Funnels, create a customer profile in Shopify and search for invoices in Fluid Pay.
New Click Funnels contacts automatically establish Shopify customer accounts and verify existing Fluid Pay invoicing history.
C
F
S
Use ChatGPT to analyze Click Funnels purchases, create an invoice in Fluid Pay, and update Shopify inventory.
AI evaluates Click Funnels purchase notes, generates accurate Fluid Pay invoices, and adjusts stock levels in Shopify.

Supported triggers and actions for Click Funnels and Fluid Pay

Mix and match to build the exact automation you need

Click Funnels
Click Funnels Triggers & Actions
Instant
Course lesson is updated in Click Funnels
Triggers the automation when a lesson in a course is updated
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Instant
Blog post is published in Click Funnels
Triggers the automation when a blog post is published
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Instant
Blog post is deleted in Click Funnels
Triggers the automation when a blog post is deleted
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Instant
Course is created in Click Funnels
Triggers the automation when a new course is created
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Instant
Course is updated in Click Funnels
Triggers the automation when a course is updated
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Instant
Course is published in Click Funnels
Triggers the automation when a course is published
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Instant
Course section is created in Click Funnels
Triggers the automation when a new section is created in a course
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Instant
Course is deleted in Click Funnels
Triggers the automation when a course is deleted
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Instant
Course section is updated in Click Funnels
Triggers the automation when a section in a course is updated
Try it โ†’
Instant
Course section is published in Click Funnels
Triggers the automation when a section in a course is published
Try it โ†’
Instant
Course lesson is deleted in Click Funnels
Triggers the automation when a lesson in a course is deleted
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Instant
Contact is created in Click Funnels
Triggers the automation when a new contact is created
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Instant
Course lesson is created in Click Funnels
Triggers the automation when a new lesson is created in a course
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Instant
Course lesson is published in Click Funnels
Triggers the automation when a lesson in a course is published
Try it โ†’
Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment in a course is created
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Instant
Community post is created in Click Funnels
Triggers the automation when a new community post is created
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Instant
Comment is created on community post in Click Funnels
Triggers the automation when a new comment is posted on a community post
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Instant
Sales opportunity is created in Click Funnels
Triggers the automation when a new sales opportunity is created
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Instant
Sales opportunity is updated in Click Funnels
Triggers the automation when a sales opportunity is updated
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Instant
Sales opportunity Stage is changed in Click Funnels
Triggers the automation when the stage of a sales opportunity is changed
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Instant
Sales opportunity is closed in Click Funnels
Triggers the automation when a sales opportunity is closed
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Instant
Sales opportunity is Deleted in Click Funnels
Triggers the automation when a sales opportunity is deleted
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Instant
Blog post is created in Click Funnels
Triggers the automation when a new blog post is created
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Instant
Contact is updated in Click Funnels
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Click Funnels
Triggers the automation when a contact is removed from the particular list
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Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment is created in the particular course
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Instant
Contact completed course in Click Funnels
Triggers the automation when a course contact is completed
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Instant
Blog post is updated in Click Funnels
Triggers the automation when a blog post is updated
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Instant
Product variant is updated in Click Funnels
Activates when a product variant is modified
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Instant
Product variant is created in Click Funnels
Initiates when a new product variant is created
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Instant
Tag is removed from contact in Click Funnels
Activates upon removal of a tag from a contact
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Instant
Tag is added to contact in Click Funnels
Triggers when a tag is assigned to a contact
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Instant
Product is updated in Click Funnels
Activates when a product is modified
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Instant
Product is created in Click Funnels
Initiates when a new product is create
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Instant
Contact is unsubscribed in Click Funnels
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Purchase is created in Click Funnels
Triggers the automation when a new purchase is created
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Create contact in Click Funnels
Adds a new contact to the database
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Search contact in Click Funnels
Finds and retrieves contact information
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Update contact in Click Funnels
Updates contact information with new details
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Delete contact in Click Funnels
Removes a contact from the address book
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Create tag in Click Funnels
Generates a new tag
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Enroll a contact into a course in Click Funnels
Enrolls a contact into a course
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Apply tag to contact in Click Funnels
Tag a contact
Try it โ†’
Fluid Pay
Fluid Pay Triggers & Actions
Instant
Transaction is created in Fluid Pay
Triggers the automation when a new transaction is created
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Instant
Transaction is captured in Fluid Pay
Triggers the automation when a new transaction occurs
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Instant
Transaction is updated in Fluid Pay
Triggers the automation when a transaction is updated
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Instant
Transaction becomes void in Fluid Pay
Triggers the automation when a transaction becomes void
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Instant
Transaction is settled in Fluid Pay
Triggers the automation when a transaction is settled
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Create invoice in Fluid Pay
Generates invoices for sales transactions
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Update invoice in Fluid Pay
Updates invoice details based on new information
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Search invoice in Fluid Pay
Locates and retrieves invoices with
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Delete invoice in Fluid Pay
Deletes selected invoice records
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Get invoice by id in Fluid Pay
Retrieves a invoice using its id
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Create user in Fluid Pay
Generates a new user account
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Create plan in Fluid Pay
Generates a new plan based on user input
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Refund in Fluid Pay
Processes a refund
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Create add-on in Fluid Pay
Creates a new add-on
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Create discount in Fluid Pay
Generates a new discount code for customers to use at checkout
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Search transaction in Fluid Pay
Searches for a transaction
Try it โ†’

What can you automate with Click Funnels + Fluid Pay?

Streamline your sales funnel billing, transaction tracking, and customer synchronization with powerful automated workflows.

What you can automate?
๐Ÿงพ
Generate invoices from new purchases automatically
Every time a purchase is created in Click Funnels, an invoice is generated in Fluid Pay instantly. Remove manual data entry and ensure billing happens the moment a sale closes.
๐Ÿ“‹
Capture every submitted contact and form field
Map all available contact details and custom fields from Click Funnels directly into your Fluid Pay customer profiles and invoicing records without losing critical data.
๐Ÿ””
Notify your team the moment a transaction settles
Alert your sales or finance channel in Slack as soon as a transaction is settled or captured in Fluid Pay, keeping your entire organization informed in real time.
๐Ÿ”€
Route transactions based on custom purchase criteria
Set up conditional logic to handle VIP orders, high-value purchases, or specific product categories differently when generating invoices in Fluid Pay.
๐Ÿ”„
Keep customer and contact records synchronized
Automatically update contact information, tags, and purchase statuses across Click Funnels whenever changes occur in your Fluid Pay transaction history.
๐Ÿ”
Search and verify existing records before creating invoices
Perform automated lookups in Fluid Pay before creating new billing records to prevent duplicate invoices and maintain clean financial databases.
๐Ÿ’ณ
Manage refunds and voided transactions seamlessly
When a transaction becomes void or is refunded in Fluid Pay, automatically update the corresponding contact and status in Click Funnels to keep records accurate.
๐Ÿ“Š
Extend your sales data into Google Sheets
Connect Click Funnels and Fluid Pay to Google Sheets to maintain a comprehensive financial ledger of every purchase, invoice, and settled transaction.
And much more...

Who is Click Funnels + Fluid Pay integration for?

Business owners, finance managers, and marketing teams rely on this integration to eliminate manual billing errors and keep financial records fully synchronized across both platforms.

Finance managers
Finance managers
E-commerce operations teams
E-commerce operations teams
Agency owners
Agency owners
Online course creators
Online course creators
Billing specialists
Billing specialists
Customer support leads
Customer support leads
๐Ÿ“ˆ
Finance managers
You're tracking sales opportunities and course purchases in Click Funnels, but your billing team only finds out about them when manually cross-referencing payment records, so your revenue reports are always hours out of date โ€” automating both apps means every purchase instantly triggers a Fluid Pay invoice and your financial data stays completely current.
โšก
E-commerce operations teams
You're processing high volumes of customer orders in Click Funnels, but transaction records take hours to reflect in your gateway, leaving fulfillment teams waiting for payment confirmation โ€” with this integration, every settled transaction updates your system automatically and customer orders move forward without delay.
๐Ÿ“‹
Agency owners
You're managing client sales funnels in Click Funnels, but stakeholders constantly ask for manual updates on billing status and revenue metrics, pulling you away from high-value strategy work โ€” this integration means every transaction is logged instantly and your clients see accurate records without extra effort.
๐Ÿš€
Online course creators
You're enrolling students through Click Funnels landing pages, but manual invoice creation and contact tracking cannot keep up with registration spikes during launch periods โ€” connecting these apps means every student enrollment automatically generates a billing profile and onboarding proceeds smoothly.
๐Ÿค
Billing specialists
You own the invoicing process after a funnel conversion, but missing customer data from Click Funnels forces you to hunt down purchase details across multiple dashboards before generating a bill โ€” automating both apps means invoice creation is triggered instantly with all required fields pre-populated.
๐Ÿ—‚๏ธ
Customer support leads
You're handling refund and transaction inquiries, but fragmented records between your funnel platform and payment gateway leave frustrating gaps in customer purchase histories โ€” with this integration, every payment update and refund status is synchronized across platforms for reliable support tracking.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Click Funnels + Fluid Pay

Build and manage your Click Funnels + Fluid Pay automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Click Funnels + Fluid Pay with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Frequently Asked Questions

How do I connect Click Funnels to Fluid Pay?
Frequently Asked Questions
You can connect Click Funnels to Fluid Pay in just one click using ready templates on Integrately. Choose your workflow, connect your accounts, and let Integrately AI handle field mapping instantly.
Can I automatically generate Fluid Pay invoices when a purchase happens in Click Funnels?
Frequently Asked Questions
Can I connect Click Funnels, Fluid Pay, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Click Funnels and Fluid Pay?
Frequently Asked Questions
How does Click Funnels data sync with Fluid Pay?
Frequently Asked Questions
Can Fluid Pay transaction updates modify Click Funnels contacts?
Frequently Asked Questions
Do I need coding skills to automate Click Funnels and Fluid Pay?
Frequently Asked Questions
Is the Click Funnels and Fluid Pay integration free?
Frequently Asked Questions
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You Can Also Connect Click Funnels or Fluid Pay With 1500+ Other Apps

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