Integrate Convert Builder to Fluid Pay in one click, or tell Integrately AI how you want each order handled. Process transactions, generate invoices automatically, sync customer details, and streamline your payment workflows.
Generate invoices from new funnel orders automatically
Trigger a Fluid Pay invoice the moment an order is created in Convert Builder. Eliminate manual data entry and ensure billing starts right away.
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Capture every submitted field and order detail
Map all available Convert Builder form and order information directly into your Fluid Pay records. Keep your customer profiles complete and detailed.
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Alert your finance team upon transaction settlement
Notify relevant staff immediately when a Fluid Pay transaction is settled. Keep your accounting and support teams aligned on incoming revenue.
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Route transactions based on specific order criteria
Execute different billing actions depending on the product or amount submitted in Convert Builder. Customize your workflow for distinct customer tiers.
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Keep payment and order records fully updated
Reflect any changes in transaction statuses or order updates across both platforms instantly. Maintain consistent and accurate data everywhere.
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Search and update existing contacts without duplicates
Look up existing contact profiles in Convert Builder before processing invoices. Prevent duplicate records and keep your customer database clean.
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Manage voided or updated transactions seamlessly
Handle transaction voids or updates in Fluid Pay by automatically modifying corresponding orders in Convert Builder. Keep your records precise.
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Extend payment workflows to your favorite apps
Push transaction data from Fluid Pay and Convert Builder into Google Sheets, Slack, or QuickBooks. Build multi-step pipelines that fit your stack.
And much more...
Who is Convert Builder + Fluid Pay integration for?
Connecting Convert Builder and Fluid Pay removes manual billing bottlenecks, ensuring transactions match your marketing conversions instantly.
Performance marketers
Sales team leads
Agency account managers
E-commerce store owners
Billing coordinators
Operations supervisors
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Performance marketers
You launch landing pages and sales funnels in Convert Builder but your revenue reports only update when someone manually checks payment statuses, so the conversion metrics you review are always outdated — with this integration, every order generates an invoice instantly and your revenue data stays current.
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Sales team leads
You need to initiate customer outreach the moment a new purchase clears, but payment notifications sit in separate gateways until someone checks them, leaving leads waiting too long — with this integration, every settled transaction updates your records instantly and your reps can engage right away.
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Agency account managers
You report campaign ROI and sales performance to clients weekly, but tracking disconnected payment gateways causes frustrating discrepancies in your totals — with this integration, every transaction matches up with campaign orders automatically and your client reports are always spot on.
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E-commerce store owners
You process a high volume of daily sales through your funnels and manually generating payment invoices for each one takes hours of tedious administrative work — with this integration, order creation triggers invoice processing instantly and high-volume operations run without slowdowns.
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Billing coordinators
You depend on marketing teams to hand over customer purchase data before you can set up billing profiles, causing constant communication delays — with this integration, order submissions flow straight into your payment gateway automatically and your billing queue stays organized.
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Operations supervisors
You audit transaction histories and marketing conversions regularly, but manual data entry leaves frustrating gaps and mismatched records across platforms — with this integration, every transaction and order form creates a complete audit trail without missing a single entry.
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Convert Builder + Fluid Pay
Build and manage your Convert Builder + Fluid Pay automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Convert Builder + Fluid Pay with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
You can connect Convert Builder to Fluid Pay instantly using 1-click workflows on Integrately. Choose a ready template or ask Integrately AI to build your integration with apps like Slack, Google Sheets, and QuickBooks Online.
Can I generate invoices automatically from Convert Builder orders using Fluid Pay?
Every time an order is created in Convert Builder, a corresponding invoice is generated in Fluid Pay automatically. Start from a ready workflow or customize the process using Integrately AI.
Can I connect Convert Builder, Fluid Pay, and Slack?
All three apps work together seamlessly in a single automated pipeline. When an order occurs in Convert Builder and an invoice is created in Fluid Pay, Slack can post notifications to your team channel, alongside 1,500+ other apps.
What is a good Zapier alternative for Convert Builder and Fluid Pay?
Most alternatives lack the speed and simplicity that Integrately offers for connecting Convert Builder and Fluid Pay. With 42,000+ active users and 20 million+ templates, you get faster setup and 24/5 live chat support.
How does Convert Builder handle order data during integration?
Connecting Convert Builder and Fluid Pay requires zero coding skills. You can use ready automation templates or let Integrately AI build the exact multi-step workflow you need.
Is the Convert Builder and Fluid Pay integration free?
You can start using the Convert Builder and Fluid Pay integration with a free forever plan on Integrately. Explore our pricing plans to scale your automation needs.
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