FluentBoards Integration with Fluent Forms

Suppose you have a form on your website from where you want to add a task on your FluentBoards Board. Now you can easily add this task to your board with the Fluent Forms by following a very simple process. Here We will show you how you can configure this integration of FluentBorads with Fluent Form.

Enable FluentBoards Modules

To integrate FluentBoards with Fluent Forms, go to Fluent Forms Integrations and select the Modules tab. Search for Fluent Boards, then click its Toggle button to enable the module.

Integration with Form

Now go to the specific form where you want to integrate FluentBoards. Click on Settings & Integrations, then select Configure Integrations from the left sidebar.

Click the Add New Integration button, then select Fluent Boards Integration from the dropdown to open the FluentBoards Integration Feed.

Configure FluentBoards Integration Feed

Now here you need to configure your FluentBoards Integration Feed to add a Task from your Fluent Forms to FluentBoard.

A. Fluent Boards Configuration: From the dropdowns here, you can select the Board, Stage, Labels, Assignees, and Priority for the task.

B. Task Title: Select a Fluent Forms field to use as the Task Title, or type a custom value directly.

C. Description: Write the Task Description using the Visual or Code editor, and click Add Shortcodes to pull in values from your form fields.

D. Submitter Name: Select the user name field to get the Submitter Name, or type a custom value.

E. Submitter Email: Select the submitter's email field. This will be matched with a contact in the CRM, if the email belongs to a CRM contact, they will be automatically linked with the task.

F. Task Position: Choose whether the task is added to the Top or Bottom of the stage.

G. Due Date: Use the Plus (+) or Minus (-) icons to set how many days from submission the task is due.

H. FluentCRM: Check Create FluentCRM Contact to automatically create a new contact in FluentCRM if the submitter's email does not already exist in your contact list.

I. Files/Attachments: Check Map Files/Attachments to Task to automatically link uploaded files with the corresponding task during form submission.

J. Conditional Logics: Check Enable conditional logic to run this integration only when certain conditions are met based on the form submission values.

K. Status: Check Enable This feed if you want to create a Task with this Form.

Click on the Save Feed button to save this FluentBoards Integration Feed.

Back on the All Form Integrations page, your new Fluent Boards Integration Feed appears in the list. Use the Status toggle to enable or disable it anytime, or click the Setting icon under Actions to edit it and the Trash icon to delete it.

Now, your task will be automatically generated upon form submission and placed into the board and stage you've chosen.