FluentCRM knows what your contacts do: the tags they get, the links they click, the emails that bounce. ClickUp is where your team does the follow-up. FlowMattic connects them, so contact activity becomes assigned tasks and progress on those tasks is written back to the contact. It suits consultants, agencies and B2B teams running their CRM inside WordPress.
48 triggers 76 actions 7 example workflows 4 ready-made templates Unlimited runs
When this happens in FluentCRM20 triggers
Do this in ClickUp25 actions
1. TriggerContact Added to Tags2. ActionCreate TaskWhen FluentCRM fires Contact Added to Tags, FlowMattic runs Create Task in ClickUp with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Your forms or automations already tag hot contacts. A Filter picks the tag that matters and the sales list gets a task with the contact's name, email and company.
Contact Added to TagsFilterCreate Task
Ready-made templateA daily Schedule fetches contacts with the priority tag, creates a task for each with Iterator, then removes the tag so the same person is not picked up again tomorrow.
ScheduleGet Contact by Tag IDsIteratorCreate TaskRemove Tags From Contact
View the template Email Clicked fires on every link, so a Filter keeps only clicks on the pricing or booking URL. Those contacts get a call task while the interest is fresh.
Email ClickedFilterCreate Task
When a task in your deals list moves to Won, the contact email kept on the task is used to update FluentCRM with a customer tag, which can start your onboarding emails.
Task Status UpdatedFilterCreate or Update Contact
Comments on a client task, such as call outcomes, are saved with Add Note to Contact, so anyone opening the contact in FluentCRM sees the latest conversation.
Task Comment PostedGet Contact by EmailAdd Note to Contact
Email Bounced creates a small task with the contact's name and the address that failed, so a team member can find the right one before the next campaign goes out.
Email BouncedCreate Task
For account-based work, a new company in FluentCRM creates a folder named after it in ClickUp, ready for that account's lists and tasks.
Company CreatedCreate Folder
By the end, any contact who gets your chosen tag has a follow-up task waiting in ClickUp.
FluentCRM is on the same site, so you only add ClickUp under Connects, for the workspace your sales team uses.
Create a workflow, choose FluentCRM and Contact Added to Tags, then tag a test contact so FlowMattic captures the data.
Add a Filter that continues only when the added tag is the one you care about, such as demo-requested.
Add ClickUp with Create Task, choose the list, map the contact fields into the name and description, test it and switch the workflow on.
1. Trigger in FluentCRM
Contact Added to Tags
3. Action in ClickUp
Create Task
Fields mapped from the earlier steps (a typical setup)
| From FluentCRM | To ClickUp |
|---|---|
| First and last name | Task name |
| Task description | |
| Phone | Task description |
| Company name | Task description |
| Contact profile link | Task description |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
FluentCRM and ClickUp connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
FluentCRM and FlowMattic both run on your WordPress server, so only the fields you map are sent to ClickUp.
Runs are unlimited, so tracking each link click or tag change costs nothing extra, even across a large list.
ClickUp triggers such as Task Status Updated and Task Comment Posted can write tags and notes to FluentCRM, so the contact record reflects the work done.
ClickUp has no field that points at a FluentCRM contact, so store the contact's email on the task when you create it. Workflows that start from ClickUp can then use Get Contact by Email to find the right person.
Yes. Use a Router after the trigger with one path per tag, or a Lookup Table that maps each tag to a ClickUp assignee, then create the task with that person.
If the tag is removed and added again, the trigger fires again. The daily scheduled version avoids this by removing the tag after the task is made.
Yes. Start from Task Status Updated, filter for your finished status, then use Add Subscriber to Sequence with the contact found by email.
No. FluentCRM is a WordPress plugin on the same site as FlowMattic, so its triggers and actions are available without an API connection.
Did not find your answer? You can browse the help center or ask us directly.
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ClickUp and Google Drive4 shared templates
ClickUp and Facebook Lead Ads3 shared templatesInstall FlowMattic, connect both accounts and import a template. Every run stays on your own server.
30-day money-back guarantee Unlimited workflows and runs Self-hosted
Reviewed 23 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. FluentCRM integration 2.1.1, ClickUp integration 1.1.1.