Trigger: An order is paid (WooCommerce)
Action: Add or update a FluentCRM contact (FluentCRM)
CRMPersonal plan
Add paying customers to FluentCRM
Every paid order saves the customer as a contact tagged Customer.
2 stepsBeginner
Turn form messages into Groundhogg contacts
Anyone who writes to you becomes a tagged contact, and the message itself is kept as a note on their record — so the next person to speak to them can see it.
- Plan
- Business planNeeds the Business plan or above
- Size
- 3 steps · Intermediate
Works with
- WPForms
- Groundhogg
The workflow
Every step, as it appears in the editor
Step names come straight from FlowWP. Branches are labelled the way the editor labels them.
Trigger · WPFormsA WPForms form is submitted
Action · GroundhoggAdd or update a Groundhogg contact- Action · GroundhoggAdd a note to a contact
After you choose it, every step can be changed, moved or removed.
Need it slightly different?
Describe the workflow you want in a sentence and the AI workflow builder drafts it for you.
CRM
More CRM templates
- Trigger: An order is paid (WooCommerce)
- Condition: Only continue if (Logic)
- Action: Add tags to a FluentCRM contact (FluentCRM)
CRMPersonal planTag big spenders VIP in FluentCRM
Orders over 200 tag the customer VIP, ready for your VIP emails. Change the amount to suit your store.
3 stepsIntermediate- Trigger: A FluentCRM contact’s status changes (FluentCRM)
- Action: Remove tags from a FluentCRM contact (FluentCRM)
CRMBusiness planRemove a tag when a contact unsubscribes
When a FluentCRM contact unsubscribes, take them out of your newsletter segment so nothing is sent to them by mistake.
2 stepsBeginner
Build your WordPress workflow visually.
Start with a template or a blank canvas. Nothing runs until you activate it.