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When a post is tagged in Canny, email the FluentCRM contacts with the matching tag

When a Canny post is tagged, FlowMattic takes the Canny tag name, finds the FluentCRM tag with the same name, fetches the contacts that have it and emails each of them. The tag is looked up by name, so a FluentCRM tag with that name is created empty if none exists yet and nobody is emailed. Check the tag name mapping and write the email after import.

Canny FluentCRM Iterator

5 steps Setup ~8 min Used on 1.5k sites Free to import

The When a post is tagged in Canny, email the FluentCRM contacts with the matching tag workflow on the FlowMattic canvas, with 5 steps across Canny, FluentCRM, Iterator
The workflow as it appears in the builder after import. Each step opens for editing.

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
    Canny Post Tagged

    The workflow starts automatically when a post is tagged in Canny. FlowMattic captures that data for the steps below.

  2. Step 2Action
    FluentCRM Create or Update Tag

    FluentCRM — creates a new tag or updates an existing tag in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.

  3. Step 3Action
    FluentCRM Get Contact by Tag IDs

    FluentCRM — retrieves contacts from FluentCRM by one or more tag IDs. Data is mapped from earlier steps; connect your FluentCRM account on import.

  4. Step 4Logic
    Iterator Loop Through Array

    The Iterator loops over the list from the previous step and runs the following actions once for every item in it.

  5. Step 5Action
    FluentCRM Send Email to Contact

    FluentCRM — sends an email to a contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.

What you need

  • FlowMatticCore
  • Canny 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.

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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Customers who run it every day

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An excellent replacement to Zapier with unlimited tasks and full control over data. Customer service is fantastic! Have had hands-on support from owner who is ultra helpful and they have even been integrating new SAAS options continuously.

Brad

It's an exceptional product. Works great and extremely valuable. I saved thousands of dollard on Zapier, as Flowmattic makes me able to host the automation myself. And very deeply integrates with the products I need.