Fluid Pay + Gist Integration

Integrate Fluid Pay to Gist in one click, or tell Integrately AI how you want each contact handled. Sync payment details, create or update contacts, tag buyers, and trigger marketing campaigns 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
  • Gist
    Contact is created in Gist
  • Gist
    Tag is added to contact in Gist Instant
  • Gist
    Contact is updated in Gist
  • Gist
    Subscribed to a campaign in Gist Instant
  • Gist
    Unsubscribed from campaign in Gist Instant
  • Gist
    Tag is removed from contact in Gist Instant
  • Gist
    Performed an event in Gist Instant
  • Gist
    Form is created in Gist
  • Gist
    Campaign is created in Gist
Arrow Right
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
  • Gist
    Create or Update Contact in Gist
  • Gist
    Search contact in Gist
  • Gist
    Get contact by id in Gist
  • Gist
    Add tag to an existing contact in Gist
  • Gist
    Remove tag from existing contact in Gist
  • Gist
    Subscribe to a campaign in Gist
  • Gist
    Unsubscribe from a campaign in Gist
  • Gist
    Search campaign in Gist

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Ready Workflows Ready Workflows for Fluid Pay + Gist Integration

Capture new payment transactions, create contacts, update records, trigger campaigns, and send follow-ups, all in just one click.

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

Extend your payment and marketing workflows by syncing data to your e-commerce platform, accounting software, and team chat channels. Pick a combination and activate it in one click.

Fluid Pay
Gist
+
ShopifyShopify (5)
+
WooCommerceWooCommerce (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
S
F
G
Create an invoice in Fluid Pay and update the contact in Gist whenever a new Shopify order is placed.
New Shopify orders generate a Fluid Pay invoice and update Gist contacts instantly, eliminating manual record keeping.
S
F
G
When a Shopify customer is created, search the transaction in Fluid Pay and add a tag to the Gist contact.
New Shopify customers are tagged in Gist after verifying their transaction details in Fluid Pay.
S
F
G
When a Shopify order is refunded, process the refund in Fluid Pay and unsubscribe the contact in Gist.
Refunded Shopify orders automatically trigger a Fluid Pay refund and update campaign subscriptions in Gist.
S
C
F
G
Use ChatGPT to analyse every new Shopify order, create a discount in Fluid Pay, and update the Gist contact.
AI analyses new Shopify orders to generate tailored Fluid Pay discounts and update Gist customer profiles.
S
F
S
When a Shopify order is fulfilled, update the Fluid Pay invoice and notify your team in Slack.
Fulfilled Shopify orders update Fluid Pay invoices and send instant notifications to your Slack channel.

Supported triggers and actions for Fluid Pay and Gist

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
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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
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Gist
Gist Triggers & Actions
Contact is created in Gist
Triggers the automation when a new contact is created
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Instant
Tag is added to contact in Gist
Triggers the automation when a tag is added
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Contact is updated in Gist
Triggers the automation when a contact is updated
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Instant
Subscribed to a campaign in Gist
Triggers the automation when someone subscribes to a campaign
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Instant
Unsubscribed from campaign in Gist
Triggers the automation when any user submits form to opts out of future communications
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Instant
Tag is removed from contact in Gist
Triggers the automation when a tag is added
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Instant
Performed an event in Gist
Triggers the automation when an event is performed
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Form is created in Gist
Triggers the automation when a new form is created
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Campaign is created in Gist
Triggers the automation when a new campaign is created
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Create or Update Contact in Gist
Adds or update contact information
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Search contact in Gist
Finds and retrieves contact information
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Get contact by id in Gist
Retrieves a contact's information based on their id
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Add tag to an existing contact in Gist
Adds a tag to a contact
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Remove tag from existing contact in Gist
Untag the contact
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Subscribe to a campaign in Gist
Subscribes to a campaign
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Unsubscribe from a campaign in Gist
Removes user from the particular campaign's mailing list
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Search campaign in Gist
Searches for a campaign
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What can you automate with Fluid Pay + Gist?

Streamline your payment processing, customer management, and marketing campaigns with ready-to-run automation workflows.

What you can automate?
🔄
Sync transactions and contacts automatically
Every time a transaction is created or captured in Fluid Pay, automatically create or update the corresponding contact in Gist without lifting a finger.
📝
Capture every submitted field accurately
Map customer details, billing information, and transaction notes directly into Gist contact fields instead of transferring data by hand.
🔔
Notify your team as payments happen
Send instant channel messages or alerts whenever transactions settle or invoices are updated in Fluid Pay.
🔀
Route records based on transaction criteria
Trigger different campaign subscriptions or update specific contact tags in Gist depending on the plan or amount processed in Fluid Pay.
📈
Keep customer profiles up to date
Automatically update invoices, user records, and contact details across both platforms as customer information changes.
🔍
Search and verify records instantly
Look up existing invoices and transaction histories in Fluid Pay whenever a new contact or subscriber event occurs in Gist.
Handle refunds and cancellations instantly
Process refunds in Fluid Pay and automatically update campaign subscriptions or remove buyer tags in Gist the moment an order is cancelled.
🔌
Extend your workflow to team tools
Connect your Fluid Pay and Gist automation to Slack, Shopify, or QuickBooks Online to keep every department informed in real time.
And much more...

Who is Fluid Pay + Gist integration for?

Connecting Fluid Pay and Gist helps growing businesses, finance teams, and marketers eliminate manual data entry, streamline customer management, and accelerate revenue operations effortlessly.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
E-commerce store owners
E-commerce store owners
Billing specialists
Billing specialists
Customer success leads
Customer success leads
📈
Performance marketers
You're running marketing campaigns across multiple channels but your subscriber lists only update when someone manually exports payment data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new transaction updates your Gist contact instantly and your data stays current.
Sales development reps
You need to follow up with high-value buyers the moment payment clears, but billing notifications sit in your gateway dashboard until someone checks them manually, so hot leads go cold before your team reaches out — with this integration, every settled transaction creates or updates your Gist contact instantly and alerts your team.
📊
Agency account managers
You report on client revenue and campaign growth every week, but pulling transaction figures from Fluid Pay and matching them with Gist subscriber logs takes hours of tedious spreadsheet work — automating both apps means your marketing and billing metrics match up automatically without manual auditing.
🛒
E-commerce store owners
Your store volume is growing too fast for anyone to keep up with manual customer tagging and invoice generation, leading to fragmented subscriber records and missed campaign triggers — this integration means every payment event updates your marketing database and invoices without manual intervention.
💳
Billing specialists
You manage invoice creation in Fluid Pay and depend on marketing teams to hand over subscriber details, resulting in mismatched records and delayed billing cycles — connecting these apps means every transaction automatically updates your invoicing and CRM workflows in one place.
📋
Customer success leads
You need a reliable history of customer interactions and payment statuses, but missing entries between your gateway and marketing platform leave frustrating gaps in user profiles — with this integration, every contact update and transaction log stays synchronized across your entire stack.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Fluid Pay + Gist

Build and manage your Fluid Pay + Gist 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 + Gist 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 — 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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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Fluid Pay to Gist?
Frequently Asked Questions
You can connect Fluid Pay to Gist in one click using ready templates or by asking Integrately AI to build the automation for you. It takes just minutes to link your accounts alongside tools like Shopify, Stripe, and Slack.
Can I automatically create Gist contacts from Fluid Pay transactions?
Frequently Asked Questions
Can I connect Fluid Pay, Gist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Fluid Pay and Gist?
Frequently Asked Questions
How does Fluid Pay handle transaction data during automation?
Frequently Asked Questions
Can I segment contacts in Gist based on Fluid Pay purchases?
Frequently Asked Questions
Do I need coding skills to automate Fluid Pay and Gist?
Frequently Asked Questions
Is the Fluid Pay and Gist integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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