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Data Operations & Sync · Data Ops

Route new records to the right system by record type

Incoming records are routed by type — contacts go to the CRM, tasks to ClickUp, everything else to Airtable. Uses a Router on record type.

Fluent FormsFluent Forms RouterRouter FluentCRMFluentCRM ClickUpClickUp AirtableAirtable
~8 min setup used by 1.9k 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.

Fluent Forms → Router → FluentCRM
5 steps
Fluent Forms
TRIGGER
Fluent Forms · New Form Submission
The workflow starts automatically when a new form submission is received in Fluent Forms. FlowMattic captures that data for the steps below.
Router
LOGIC
Router · 3 paths
The Router checks your conditions and sends each run down the matching path of 3 — Contact, Task, Other — so different cases get different actions.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
On the “Contact” path — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
ClickUp
ACTION
ClickUp · Create Task
On the “Task” path — ClickUp — creates a new task. Data is mapped from earlier steps; connect your ClickUp account on import.
Airtable
ACTION
Airtable · Create Record
On the “Other” path — Airtable — creates a new record. Data is mapped from earlier steps; connect your Airtable 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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