Connect Your Operations
in One Place with Fluix and Zapier Integration

Zapier is a platform that allows you to connect different software tools with each other, without writing code.

Use integration platforms to connect Fluix to any service you use every day: accounting, project management, communication, data analysis and more.

Here’s how it works:

• Choose a trigger: select an event in Fluix, such as accepting or converting a new lead.
• Choose an action: specify what you want Zapier to do next, like creating a new lead in your CRM using data from Fluix.
• Sit back and relax: Zapier automatically and securely sends data from Fluix to your chosen system(s) every time your Zap runs, typically every 15 minutes.

Integration requires a Core account in Fluix and an account in Zapier. However, to try the integration, you can register free trial accounts in all tools.

Yes, Zapier offers a ‘free forever’ plan, although it has some limitations. For the latest information on what’s included, please refer to the Zapier pricing page.

Zapier supports connections with over 7,000 apps. Some of the most popular apps that Fluix customers often connect with include:

• Trello
• Google Sheets
• Pipedrive
• FLG
• Wealthbox
• Zoho
• Capsule
• Microsoft Suite (including Outlook)

For the full list of supported apps, please see Zapier’s website.

An operations manager in each of the following industries can benefit from a Fluix and Zapier integration in several ways:

1.Construction:

• Automated Document Management: Fluix can automatically upload and organize project documents, including blueprints, permits, and safety reports, to project management tools such as Procore.
• Workflow Automation: Zapier can connect Fluix to other apps like scheduling tools, enabling automatic updates of calendars and task assignments based on project progress and approvals.
• Real-Time Collaboration: Fluix can facilitate real-time collaboration and feedback on documents across teams, while Zapier can integrate communication apps, ensuring everyone is up to date.

2.Renewable Energy:

• Data Collection and Reporting: Fluix allows field teams to collect data on-site, and Zapier can integrate it with data visualization tools for real-time analysis and reporting.
• Compliance and Safety Tracking: Fluix can record safety inspections and maintenance logs, while Zapier can integrate the data with compliance management software, ensuring adherence to regulations.
• Project Management: Fluix can centralize project documents and data, while Zapier connects it with project management tools for streamlined planning, monitoring, and execution.

3.Aviation:

• Maintenance and Inspections: Fluix can be used to digitize and automate maintenance checklists and inspection forms, while Zapier integrates the data with maintenance management software.
• Compliance Tracking: Fluix can help document safety checks and regulatory compliance, while Zapier connects the data with compliance tracking software for easy monitoring.
• Scheduling and Resource Allocation: Fluix can facilitate scheduling of personnel and resources, while Zapier can integrate the information with scheduling and resource management apps for efficient planning.