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Add new Uscreen members to a FluentCRM list for automated follow-up

When Uscreen reports a new member, FlowMattic creates or updates that person as a FluentCRM contact and adds them to the list you choose for follow-up emails.

Uscreen FluentCRM

3 steps Setup ~5 min Used on 972 sites Free to import

The Add new Uscreen members to a FluentCRM list for automated follow-up workflow on the FlowMattic canvas, with 3 steps across Uscreen, FluentCRM
The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Your Uscreen video membership handles billing and streaming, but welcome series and check-in emails are easier to run from FluentCRM on your WordPress site. This workflow brings each new member into FluentCRM and onto a list, so your follow-up sequence has someone to send to.

The Uscreen trigger is Configure Webhooks, where you select the event type that starts a run. Choose the event for new members only; picking other event types would send those through the same steps. Uscreen then posts the member's details to FlowMattic.

The first FluentCRM step, Create or Update Contact, matches by email address: a new member becomes a new contact, and someone already in FluentCRM is updated instead of duplicated. The second step, Add Lists to Contact, adds lists to that contact. It works on an existing contact, which is why it comes after the create step.

Neither FluentCRM step has any mapping in the template. After import, map the member's email and name into the contact step, then point the list step at the same email or the contact it returns and choose your follow-up list. Start your welcome emails from a FluentCRM automation on that list. Sign up a test member and check Task History for each step's result.

Welcome series for a fitness streaming site

A fitness creator selling workouts on Uscreen adds each new member to a FluentCRM list that sends a week of getting-started emails.

Course community onboarding

An education brand with a Uscreen catalogue puts new members on a list that invites them to live Q&A sessions and the members' forum.

Win-back preparation

A video publisher keeps every member in FluentCRM from day one, so later campaigns to lapsed members have a full contact history.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

  1. Step 1Trigger
    Uscreen Configure Webhooks

    Starts a run each time Uscreen posts the event type you select in this trigger. Choose the new-member event alone, so other Uscreen activity never reaches FluentCRM.

  2. Step 2Action
    FluentCRM Create or Update Contact

    Creates the member as a FluentCRM contact, or updates the contact that already has that email. Map the email and name from the Uscreen data after import.

  3. Step 3Action
    FluentCRM Add Lists to Contact

    Adds your chosen list to the contact from step 2. After import, map that contact and pick the follow-up list your welcome automation listens to.

What you need

  • FlowMatticCore
  • Uscreen AccountAccount
  • FluentCRM PluginPlugin

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

  • Set up a FluentCRM automation that starts when a contact is added to the follow-up list, so the welcome series runs without another FlowMattic step.
  • Add tags as well as the list, using FluentCRM's Add Tags to Contact action after the list step, to mark the members' source as Uscreen.
  • Keep a separate FluentCRM list just for Uscreen members rather than reusing your general newsletter list, so the welcome automation only reaches new members.

Questions about this workflow

Which Uscreen event should the webhook send?

The one for new members or sign-ups. Configure Webhooks lets you select the event type; choosing others would put those people through the same FluentCRM steps.

What if the Uscreen member is already a FluentCRM contact?

Create or Update Contact matches by email, so their existing contact is updated rather than duplicated, and the list is then added to it.

Does this send the welcome emails itself?

No. The workflow puts the member on a FluentCRM list. The emails come from a FluentCRM automation or sequence that you build around that list.

Do I need FluentCRM installed on the same site as FlowMattic?

Yes. FluentCRM is a WordPress plugin, and FlowMattic's FluentCRM steps work with the copy installed on the site where the workflow runs.

Import this workflow into your WordPress site

Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.

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