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CRM & Contacts

When a lead is qualified in LeadConnector V2, add board member in FluentBoards

When a lead is qualified in LeadConnector, FlowMattic adds them as a board member in FluentBoards so the right people get access to the project the moment they’re ready.

LeadConnector V2LeadConnector V2 FluentBoardsFluentBoards
~5 min setup used by 1.5k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

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

LeadConnector V2 → FluentBoards
2 steps
LeadConnector V2
TRIGGER
LeadConnector V2 · Birthday Reminder
The workflow starts automatically when on the birthday of a contact in LeadConnector V2. FlowMattic captures that data for the steps below.
FluentBoards
ACTION
FluentBoards · Add Board Member
FluentBoards — adds a member to a board. Data is mapped from earlier steps; connect your FluentBoards 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.

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.