Lead Intelligence · Growth
Gravity Forms
AI Agent
FluentCRM
Slack
AI agent that reads buying intent and flags the ready-to-buy ones
An AI agent analyses each inquiry for buying signals, classifies intent, and pings sales instantly when a lead looks ready to buy.
Gravity Forms
FluentCRM
SlackFree · 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.

TRIGGER
Gravity Forms · New Form Submission
The workflow starts whenever a "New Form Submission" event happens in Gravity Forms, capturing its data for the steps below.
ACTION
AI Agent · Execute Agent
An AI agent reads the incoming data and decides what to do on its own, choosing from its tools (FluentCRM, Slack) to complete the task. Connect an AI provider on import.

TOOL
FluentCRM · Create or Update Contact
A tool the AI agent can call — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. The agent uses it only when the task needs it; connect your FluentCRM account on import.

TOOL
FluentCRM · Add Tags to Contact
A tool the AI agent can call — FluentCRM — adds one or more tags to an existing contact in FluentCRM. The agent uses it only when the task needs it; connect your FluentCRM account on import.

TOOL
Slack · Send Channel Message
A tool the AI agent can call — Slack — post or Schedule a new message to a specific #channel. The agent uses it only when the task needs it; connect your Slack account on import.

ACTION
FluentCRM · Add Note to Contact
FluentCRM — adds a note to an existing contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM 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.

