tr Skip to content
Try for Free
My Account Try for Free
CRM & Contacts

Schedule a workflow to pull all the new leads at the end of the day and add new leads to FluentCRM

Run once at day’s end to gather every new NewOaks AI lead, loop through them one by one, and add each as a contact in FluentCRM for effortless daily lead capture.

ScheduleSchedule NewOaks AINewOaks AI IteratorIterator FluentCRMFluentCRM
~8 min setup used by 2.6k sites
Download & Use This Workflow Browse more workflows

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.

Schedule → NewOaks AI → Iterator
4 steps
Schedule
TRIGGER
Schedule · Every Day
This workflow runs on a schedule (Every Day) — it starts on its own at the interval and time you set in the Schedule trigger. No incoming event is needed.
NewOaks AI
ACTION
NewOaks AI · Retrieve Leads - Last 3 Days
NewOaks AI — retrieve leads from NewOaks AI for the last 3 days. Data is mapped from earlier steps; connect your NewOaks AI account on import.
Iterator
LOGIC
Iterator · Loop Through Array
The Iterator loops over a list and runs the next actions once per item.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
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.
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

Related workflows

Other ready-to-import automations from the FlowMattic library.

Marquiz
Brevo ( Sendinblue )
When a new lead is generated in Marquiz, add them as a contact in Brevo
Free template
Pagewiz
HubSpot CRM
Slack
When a new Pagewiz lead arrives, create a HubSpot CRM contact and notify the team in Slack
Free template
JivoChat
Mailchimp
When an agent accepts a chat in JivoChat, create a new contact in Mailchimp
Free template

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.

Download Workflow See pricing