Flowlu
Last updated
Last updated
Flowlu is a comprehensive business management software designed to help organizations streamline operations, enhance collaboration, and automate workflows. It combines CRM, project management, task tracking, financial management, invoicing, and knowledge management into a single platform. With its intuitive interface and powerful automation features, Flowlu enables businesses to efficiently manage sales pipelines, customer relationships, team collaboration, and financial operations.
To integrate Flowlu with ZBrain Flow:
Click the '+' button in ZBrain Flow.
Type "Flowlu" in the search bar and select it from the available options.
Choose an action to begin the setup process.
Enter a Connection Name: Provide a descriptive name for your connection.
Enter the Domain: Enter your company domain from your account URL address.
For example, if your account URL is your domain is "example.”
Enter the API Key: Input your Flowlu API key.
Log in to your Flowlu account.
Click on your profile picture (top-right) and navigate to Portal Settings -> API Settings.
Create a new API key with any name and appropriate scope.
Copy the API Key to your clipboard and paste it into the API Key field.
Click Save to complete the connection setup.
The Create CRM Account (Contact) action enables users to add a new individual contact to the Flowlu CRM system, facilitating customer data management.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Enter the Title: Provide a title for the contact.
Enter First, Middle and Last Name: Specify the contact's name details.
Select the Assignee ID: Choose the user responsible for this contact.
Select the Account Category: Specify the category for this contact.
Select the Account Industry: Choose the industry relevant to this contact.
Enter Additional Details: You can optionally provide:
Website
Primary phone number
Description
VAT or Tax ID
Bank details
Telegram
Skype account ID
Link to Google+, Facebook, LinkedIn, Instagram
Billing information (country, city, state, address lines 1-3)
Shipping information (country, state, city, postal code, address lines 1-3)
Note: Click 'f' to insert dynamic values for flexible configurations.
The Update CRM Account (Contact) action allows users to modify information for an existing contact in the Flowlu CRM system.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Enter the Contact ID: Specify the unique identifier of the contact to be updated.
Enter the Title: Update the title for the contact if needed.
Enter First, Middle and Last Name: Modify the contact's name details.
Select the Assignee ID: Update the user responsible for this contact.
Select the Account Category: Modify the category for this contact.
Select the Account Industry: Update the industry relevant to this contact.
Update Additional Details: You can modify any of these fields:
Website
Primary phone number
Description
VAT or Tax ID
Bank details
Telegram
Skype account ID
Link to Google+, Facebook, LinkedIn, Instagram
Billing information (country, city, state, address lines 1-3)
Shipping information (country, state, city, postal code, address lines 1-3)
Note: Click 'f' to insert dynamic values for flexible configurations.
The Delete CRM Account (Contact) action enables users to remove an existing contact from the Flowlu CRM system.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Enter the Contact ID: Specify the unique identifier of the contact to be deleted.
Note: Click 'f' to insert dynamic values for flexible configurations.
The Create CRM Account (Organization) action allows users to add a new business entity to the Flowlu CRM system, facilitating B2B relationship management.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Enter the Organization Name: Provide the business name for the organization.
Enter the Full Legal Name for Organization: Specify the complete legal entity name.
Select the Assignee ID: Choose the user responsible for this organization.
Select the Account Category: Specify the category for this organization.
Select the Account Industry: Choose the industry relevant to this organization.
Enter Additional Details: You can optionally provide:
Website
Primary phone number
Description
VAT or Tax ID
Bank details
Telegram
Skype account ID
Link to Google+, Facebook, LinkedIn, Instagram
Billing information (country, city, state, address lines 1-3)
Shipping information (country, state, city, postal code, address lines 1-3)
Note: Click 'f' to insert dynamic values for flexible configurations.
The Create Opportunity action enables users to add a new sales opportunity within the Flowlu CRM system, facilitating pipeline management and sales tracking.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Enter the Title: Provide a name for the opportunity.
Enter the Opportunity Amount: Specify the monetary value of this opportunity.
Enter the Description: Provide details about the opportunity.
Select the Opportunity Source: Choose where this opportunity originated from.
Enter the Start and End Date: Specify the timeframe for this opportunity.
Note: Please use YYYY-MM-DD, HH:mm:ss format.
Select the Assignee ID: Choose the user responsible for this opportunity.
Select the Customer ID: Specify the organization associated with this opportunity.
Select the Contact ID: Specify the individual associated with this opportunity.
Select the Sales Pipeline ID: Choose which sales pipeline this opportunity belongs to.
Select the Sales pipeline stage ID: Specify the current stage of this opportunity.
Note: Click 'f' to insert dynamic values for flexible configurations.
The Update Opportunity action allows users to modify information for an existing sales opportunity in the Flowlu CRM system.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Select the Opportunity ID: Specify the unique identifier of the opportunity to be updated.
Enter the Title: Update the name for the opportunity if needed.
Enter the Opportunity Amount: Modify the monetary value of this opportunity.
Enter the Description: Update details about the opportunity.
Select the Opportunity Source: Modify where this opportunity originated from.
Enter the Start and End date: Update the timeframe for this opportunity.
Note: Please use YYYY-MM-DD, HH:mm:ss format.
Select the Assignee ID: Update the user responsible for this opportunity.
Select the Customer ID: Modify the organization associated with this opportunity.
Select the Contact ID: Update the individual associated with this opportunity.
Select the Sales Pipeline ID: Modify which sales pipeline this opportunity belongs to.
Select the Sales Pipeline Stage ID: Update the current stage of this opportunity.
Note: Click 'f' to insert dynamic values for flexible configurations.
The Delete Opportunity action enables users to remove an existing sales opportunity from the Flowlu CRM system.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Select the Opportunity ID: Specify the unique identifier of the opportunity to be deleted.
Note: Click 'f' to insert dynamic values for flexible configurations.
The Create Task action allows users to add a new task or event in the Flowlu system, facilitating project management and activity tracking.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Enter the Name: Provide a title for the task.
Enter the Description: Specify details about what needs to be accomplished.
Select the Priority: Choose the importance level of this task.
Enter the Start and End Date: Specify the timeframe for this task.
Note: Please use YYYY-MM-DD, HH:mm:ss format.
Enable/Disable Options:
The assignee can change the end date for this task? Toggle to allow deadline flexibility.
This task needs approval from the owner? Toggle to require completion verification.
Select the Assignee ID: Choose the user responsible for completing this task.
Select the Owner ID: Specify who created or owns this task.
Select Task Type: Choose from Task, Inbox, Event, or Task template.
Enter the Task Workflow ID: Specify which workflow this task belongs to.
Enter the Task Workflow Status ID: Choose the current status of this task.
Note: Click 'f' to insert dynamic values for flexible configurations.
The Update Task action enables users to modify information for an existing task in the Flowlu system.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Select the Task ID: Specify the unique identifier of the task to be updated.
Enter the Name: Update the title for the task.
Enter the Description: Modify detailed information about what needs to be done.
Select the Priority: Update the importance level for this task.
Enter the Start and End Date: Modify the timeline for this task. Note: Please use YYYY-MM-DD, HH:mm:ssformat.
Enable/Disable Options:
The assignee can change the end date for this task? Toggle to allow deadline flexibility.
This task needs approval from the owner? Toggle to require completion verification.
Select the Assignee ID: Update which team member is responsible for completing this task.
Select the Owner ID: Modify who created or is ultimately responsible for this task.
Select Task Type: Update the type from Task, Inbox, Event, or Task template.
Enter the Task Workflow ID: Modify which process this task belongs to.
Enter the Task Workflow Status ID: Update the current status in the workflow.
Note: Click 'f' to insert dynamic values for flexible configurations.
The Get Task action allows users to retrieve comprehensive information about an existing task from the Flowlu system.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Select the Task ID: Specify the unique identifier of the task to retrieve.
Note: Click 'f' to insert dynamic values for flexible configurations.
The Delete Task action enables users to remove an existing task from the Flowlu system.
Configuration Steps:
Select an Existing Connection or Create a New One: Choose a previously configured Flowlu connection or create a new one.
Select the Task ID: Specify the unique identifier of the task to be deleted.
Note: Click 'f' to insert dynamic values for flexible configurations.