When a Fluent Support ticket contains a specific word, tag the customer in FluentCRM
For each new Fluent Support ticket, a filter checks the ticket message for the word you set (change ‘refund’ to your own). Only then is the customer created or updated in FluentCRM and tagged.
Fluent Support
Filter
FluentCRM4 steps Setup ~8 min Used on 1.7k sites Free to import
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Fluent Support Ticket CreatedThe workflow starts automatically when a new ticket is created by either customer or agent in Fluent Support. FlowMattic captures that data for the steps below.
- Filter Continue If
The Filter only lets a run continue when your conditions are met, stopping everything else before it goes any further.
- 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.
- FluentCRM Add Tags to Contact
FluentCRM — adds one or more tags to an existing contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.
What you need
- FlowMatticCore
- Fluent Support PluginPlugin
- 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.
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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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