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When a purchase is made in SureCart, record the purchase in FluentCRM contact

When SureCart creates a purchase, FlowMattic adds the purchase data to the buyer’s contact in FluentCRM, so you can segment and automate emails on what each person bought.

Surecart FluentCRM

2 steps Setup ~5 min Used on 1.9k sites Free to import

The When a purchase is made in SureCart, record the purchase in FluentCRM contact workflow on the FlowMattic canvas, with 2 steps across Surecart, FluentCRM
The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

FluentCRM is most useful when it knows what people have bought: you can send product tips to recent buyers or leave them out of a sales email. If your store runs on SureCart, those purchases don't reach FluentCRM by themselves. This workflow records each one on the buyer's FluentCRM contact.

The SureCart trigger fires when a purchase is created. A purchase is SureCart's record of a product someone bought, so an order with several products may start more than one run. Check with a test order before you count on one run per order.

The FluentCRM step adds that purchase to a contact. FlowMattic describes this action as adding purchase or order data to a FluentCRM contact from any source, which enables purchase-based segmentation and automation. It ships unmapped: after import, map the buyer's identifying details and the purchase details from SureCart into it.

If the purchase data shows only a customer ID and no email, add SureCart's Find Customer By ID action between the trigger and the FluentCRM step and map from its result. Then run a test purchase for a buyer who is already a contact and one who isn't, and read the response in Task History.

Product tips after a purchase

A SureCart store selling coffee gear starts a FluentCRM email series with brewing tips for buyers of each grinder.

Keeping buyers out of sales emails

A course seller excludes people who already bought a course from FluentCRM promotions for that same course.

Repeat customer segment

A digital download shop builds a FluentCRM segment of people with more than one purchase and sends them early access to new releases.

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
    Surecart Purchase created

    Fires when SureCart creates a purchase. The purchase data, such as the product and the customer it belongs to, is passed to FluentCRM. A test run shows the exact fields.

  2. Step 2Action
    FluentCRM Add Purchase to Contact

    Adds the purchase to a FluentCRM contact for segmentation and automation. The step ships unmapped: map the buyer's details and the purchase details from the SureCart trigger into it.

What you need

  • FlowMatticCore
  • SureCart 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.

  • Check the SureCart trigger's test data for the buyer's email. If you only see a customer ID, add SureCart's Find Customer By ID between the trigger and the FluentCRM step and map the email from it.
  • Add FluentCRM's Create or Update Contact between the SureCart trigger and the Add Purchase to Contact step, if first-time buyers aren't in FluentCRM yet, so each buyer has a contact before the purchase is recorded.
  • Map the product name and amount into the FluentCRM step, so segments and automations can tell one product from another.

Questions about this workflow

Does each SureCart order create one record in FluentCRM?

Not necessarily. The trigger fires per SureCart purchase, and a purchase relates to a product, so an order with several products may record several purchases. A test order shows how your store behaves.

What if the buyer isn't a FluentCRM contact yet?

Test that case before going live and read FluentCRM's response in Task History. If the purchase isn't recorded, add Create or Update Contact before the Add Purchase to Contact step.

Which SureCart details reach FluentCRM?

Only what you map. The FluentCRM step ships empty, so you choose the buyer's identifying details and the purchase fields after import.

Do refunded or revoked SureCart purchases update FluentCRM?

No. This workflow only listens for new purchases. FlowMattic's SureCart integration also has Purchase revoked and Refund created triggers, which you could use in a separate workflow.

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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