Fluxx

Forms & Surveys

Create follow-up tasks in Fluxx for new Fluxx users

Streamline follow-up tasks like user onboarding by creating a new task in Fluxx whenever a new user is added. Ensure critical steps are tracked and completed efficiently.

Streamline follow-up tasks like user onboarding by creating a new task in Fluxx whenever a new user is added. Ensure critical steps are tracked and completed efficiently.

  1. When this happens...
    FluxxFluxx
    Record Created

    Triggers when a record is created.

    TriggerInstant
  2. automatically do this...
    FluxxFluxx
    Find Record by ID

    Searches for a record by ID.

    ActionSearch
  3. then do this!
    FluxxFluxx
    Custom Action

    Custom Action.

    ActionWrite
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Supported triggers and actions

  • Fluxx triggers, actions, and search

    Record Updated

    Triggers when a record is updated. Based on a field of your choosing.

    Trigger
    Instant
    Try It
    • MethodRequired

    • Path Help

    • PathRequired

    Action
    Write
    • Record IDRequired

    • Returned Field(s)

    • Upload FileRequired

    • Document Name (including extension)Required

    • Doc LabelRequired

    • Doc Type ID

    Action
    Write
  • Fluxx triggers, actions, and search

    Find Record

    Searches for records by a field and value of your choosing.

    Action
    Search
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About Fluxx

Fluxx is a cloud-based grant management software designed for grantmakers of all sizes.

Related categories

  • Forms & Surveys