Fluid Pay + Fluent Forms Integration

Integrate Fluent Forms to Fluid Pay in one click, or tell Integrately AI how you want each submission handled. Generate invoices, update transaction records, notify your billing team, and track payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Fluent Forms
    Form is submitted in Fluent Forms Instant
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2.
  • 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 Fluent Forms + Fluid Pay Integration

Create invoices from form submissions, update records, notify your team, and track transactions, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Fluent Forms + Fluid Pay flow

Send form data to CRMs, email marketing tools, and team chat platforms as soon as your payment records update. Pick a combination and activate it in one click.

Fluid Pay
Fluent Forms
+
WordPressWordPress (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
ZapierZapier (4)
F
F
W
Create a Fluid Pay invoice from every Fluent Forms submission, and publish a new WordPress user account.
Every Fluent Forms submission generates a Fluid Pay invoice and creates a WordPress user account instantly, eliminating manual data entry across platforms.
F
F
W
When a Fluent Forms submission arrives, generate a Fluid Pay invoice and create a draft post in WordPress.
Turn form submissions into Fluid Pay invoices and create draft WordPress posts automatically without manual copying.
F
F
W
If a Fluent Forms submission includes a custom amount, create a Fluid Pay invoice and update the WordPress user role.
Route custom form submissions into Fluid Pay invoices and update WordPress user permissions based on submitted details.
F
F
W
Use Claude to evaluate form submissions, create a Fluid Pay invoice, and publish the approved content in WordPress.
Use Claude to evaluate incoming form data before generating a Fluid Pay invoice and creating a WordPress post.

Supported triggers and actions for Fluid Pay and Fluent Forms

Mix and match to build the exact automation you need

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
Try it โ†’
Delete invoice in Fluid Pay
Deletes selected invoice records
Try it โ†’
Get invoice by id in Fluid Pay
Retrieves a invoice using its id
Try it โ†’
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
Try it โ†’
Create add-on in Fluid Pay
Creates a new add-on
Try it โ†’
Create discount in Fluid Pay
Generates a new discount code for customers to use at checkout
Try it โ†’
Search transaction in Fluid Pay
Searches for a transaction
Try it โ†’
Fluent Forms
Fluent Forms Triggers & Actions
Instant
Form is submitted in Fluent Forms
Triggers the automation when a form is filled
Try it โ†’
No action is available

What can you automate with Fluent Forms + Fluid Pay?

Streamline your form-to-payment workflows by instantly turning form submissions into invoices, tracking transactions, and syncing financial data.

What you can automate?
๐Ÿงพ
Turn form submissions into Fluid Pay invoices automatically
Capture every new form submission in Fluent Forms and instantly generate a corresponding invoice in Fluid Pay. Eliminate manual data entry and speed up your entire payment collection workflow.
๐Ÿ“‹
Capture every submitted form field in your records
Map all custom form inputs, customer names, and specific amounts into your payment gateway records instead of just basic contact details. Ensure your invoices carry every detail submitted by the user.
๐Ÿ””
Notify your billing team the moment a payment action occurs
Send instant alerts to your finance channel or team members whenever a new form is submitted and an invoice is created. Keep everyone informed of incoming revenue without checking dashboards.
๐Ÿ”€
Route invoices differently based on submitted form fields
Check specific form selections like service tiers or product types to create customized invoices or trigger specific follow-up actions. Send high-value submissions down dedicated billing pathways.
๐Ÿ”„
Keep your payment and invoice records fully updated
Automatically update invoice details and transaction statuses as payments progress through your gateway. Ensure your financial records reflect the exact current state of every account.
๐Ÿ›ก๏ธ
Search and update existing records to prevent duplicates
Search for existing customer users and invoices before creating new entries in your payment gateway. Keep your customer database clean and free of redundant profiles.
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Handle later transaction status changes automatically
Trigger follow-up actions when transactions are captured, updated, voided, or settled in your payment gateway. Keep your operational records synchronized with actual payment events.
๐Ÿ”Œ
Extend your form and payment flow to Google Sheets
Connect your Fluent Forms and Fluid Pay workflow to Google Sheets to log every transaction submission and invoice creation in a master spreadsheet for easy reporting.
And much more...

Who is Fluent Forms + Fluid Pay integration for?

Connect Fluent Forms and Fluid Pay to streamline billing, eliminate manual data entry, and keep payment tracking accurate across your entire finance and operations stack.

Finance managers
Finance managers
Sales teams
Sales teams
Agency owners
Agency owners
E-commerce operators
E-commerce operators
Billing specialists
Billing specialists
Operations leads
Operations leads
๐Ÿ“ˆ
Finance managers
You're reviewing revenue reports but your payment records only update when someone manually checks the gateway, so the figures you report on are always lagging behind โ€” automating both apps means every form submission instantly triggers a corresponding invoice and keeps your financial data accurate.
โšก
Sales teams
You're waiting on manual payment confirmations before setting up client accounts, but leads get cold while you track down the paperwork โ€” with this integration, every form submission creates the necessary billing record instantly so your team can follow up without delay.
๐Ÿ“‹
Agency owners
You answer to clients who want immediate confirmation of their service sign-ups and payments, but manual entry leads to embarrassing tracking gaps โ€” automating both apps means every client submission immediately generates a secure invoice and updates your records transparently.
๐Ÿ›’
E-commerce operators
You're processing high volumes of custom orders through web forms, but manual invoicing cannot keep up with customer demand during peak periods โ€” connecting these apps means every new order submission automatically handles the billing process without manual strain.
๐Ÿ’ณ
Billing specialists
You own the payment processing step and depend on team members to hand over form data, leading to lost details and delayed collections โ€” this integration means form data flows straight into your payment gateway to create invoices the moment a customer submits details.
๐Ÿ“
Operations leads
You need a reliable audit trail of every customer submission and payment, but manual record-keeping keeps leaving gaps in your transaction history โ€” automating both apps means every submission and transaction is captured completely without missed steps.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Fluid Pay + Fluent Forms

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

1,500+ apps connected
1,500+ apps connected
Connect Fluid Pay + Fluent Forms 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Fluent Forms to Fluid Pay?
Frequently Asked Questions
You can connect Fluent Forms to Fluid Pay in 1 click using ready templates on Integrately or by asking Integrately AI to build the workflow. You can also connect WordPress, Mailchimp, QuickBooks Online, Slack, and Google Sheets without any coding.
Can I create Fluid Pay invoices automatically when a form is submitted in Fluent Forms?
Frequently Asked Questions
Can I connect Fluent Forms, Fluid Pay, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Fluent Forms and Fluid Pay?
Frequently Asked Questions
How does Fluent Forms handle form submission data during integration?
Frequently Asked Questions
Can I search or update Fluid Pay invoices and transactions automatically?
Frequently Asked Questions
Do I need coding skills to automate Fluent Forms and Fluid Pay?
Frequently Asked Questions
Is the Fluent Forms and Fluid Pay integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Fluent Forms or Fluid Pay With 1500+ Other Apps

Fluent Forms
Popular Fluent Forms Integrations
Connect Fluent Forms with CRMs, email marketing tools, and database apps to capture and nurture every lead.
Fluid Pay
Popular Fluid Pay Integrations
Sync Fluid Pay with accounting software, invoicing tools, and analytics dashboards to manage transactions and revenue.
See All
Fluid Pay Integrations arrow right
No popular apps found