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AI Sales & CRM · Revenue Ops

Give reps a daily to-do of every hot lead to call

Each morning, fetch all contacts tagged as hot leads and loop through them with an Iterator, creating a ClickUp follow-up task and Slack reminder for each rep.

ScheduleSchedule FluentCRMFluentCRM IteratorIterator ClickUpClickUp SlackSlack
~8 min setup used by 645 sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Schedule → FluentCRM → Iterator
5 steps
Schedule
TRIGGER
Schedule · Every Day
This workflow runs on a schedule (Every Day) — it starts on its own at the interval and time you set in the Schedule trigger. No incoming event is needed.
FluentCRM
ACTION
FluentCRM · Get Contact by Tag IDs
FluentCRM — retrieves contacts from FluentCRM by one or more tag IDs. Data is mapped from earlier steps; connect your FluentCRM account on import.
Iterator
LOGIC
Iterator · Loop Through Array
The Iterator loops over the list from the previous step and runs the following actions once for every item in it.
ClickUp
ACTION
ClickUp · Create Task
ClickUp — creates a new task. Data is mapped from earlier steps; connect your ClickUp account on import.
Slack
ACTION
Slack · Send Channel Message
Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

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