Email Marketing & Onboarding · Marketing

Send new FluentCRM contacts a personalized PDF welcome pack

Every new contact receives a personalized welcome pack rendered from your PDF template — onboarding that feels hand-made.

FluentCRM

PDF Builder Email

Email

~5 min setup used by 2.6k sites

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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.

FluentCRM → PDF Builder → Email

3 steps

TRIGGER

FluentCRM · New Contact Created

The workflow starts automatically when a new contact is created in FluentCRM in FluentCRM. FlowMattic captures that data for the steps below.

ACTION

PDF Builder · Generate PDF from Template

PDF Builder — pick a saved PDF template, supply dynamic data (as JSON or per-parameter inputs), and save the rendered PDF to the Media Library. Data is mapped from earlier steps; connect your PDF Builder account on import.

ACTION

Email · Send Email

Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email 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.

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