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Triggers and actions

Choose any combination of triggers to initiate any combination of actions. Combine triggers an actions from any supported integrations to create powerful recipes!

Triggers

A wholesale lead is created

Requires Wholesale Lead Capture plugin

A wholesale order is received from a user with a specific role

A tag is added to a user

A user is added to a list

A user is set to a specific status

A contact is added to a list

A contact is set to a specific status

A tag is added to a contact

A wholesale lead is approved Pro

Requires Wholesale Lead Capture plugin

A wholesale lead is rejected Pro

Requires Wholesale Lead Capture plugin

A wholesale order for a specific product is received Pro

A tag is removed from a user Pro

A user is removed from a list Pro

A contact is removed from a list Pro

A tag is removed from a contact Pro

Actions

Approve a wholesale lead matching a user ID or email

Requires Wholesale Lead Capture plugin

Add/Update a contact

Add tags to a contact

Add tags to the user

Add the user to lists

Deactivate a wholesale customer matching a user ID or email Pro

Requires Wholesale Lead Capture plugin

Reject a wholesale lead matching a user ID or email Pro

Requires Wholesale Lead Capture plugin

Set the wholesale price of a product Pro

Requires Wholesale Lead Capture plugin

Add a contact to a list Pro

Remove a contact from lists Pro

Remove tags from a contact Pro

Remove tags from the user Pro

Remove the user from lists Pro

Create tasty recipes!

Create a workflow automation that runs a Wholesale Suite action when a FluentCRM trigger is completed (and vice versa). Add triggers and actions from other plugins to add even more automation. The only limit is your imagination.

What do I need?

Get started in 4 easy steps.

1

Wholesale Suite

Set up and connect Wholesale Suite.
2

FluentCRM

Set up and connect FluentCRM.
3

Get Uncanny Automator

Get Uncanny Automator and install it.
4

Create your recipe

Create a recipe to connect Wholesale Suite to FluentCRM using a simple but powerful interface. Turn your recipe on and watch the magic happen!

Popular Wholesale Suite and FluentCRM integrations

Why stop there? Connect Wholesale Suite and FluentCRM to many other plugins and services to create streamlined workflows for your entire site.

Connect Wholesale Suite to FluentCRM

Don't work on your site—make your site work for you. Build your first workflow between Wholesale Suite and FluentCRM in 10 minutes or less. Start saving time and money today.

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