Integrate ConvertKit to Fluid Pay in one click, or tell Integrately AI how you want each subscriber handled. Capture payments, generate invoices, update your email lists, and trigger follow-ups automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your ConvertKit + Fluid Pay flow
Streamline billing notifications, log transaction records, and sync customer data across your entire software stack. Pick a combination and activate it in one click.
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Shopify (3)
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Typeform (3)
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Stripe (3)
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Google Sheets (3)
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Slack (3)
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Zoom (3)
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Create a Fluid Pay invoice and add a ConvertKit subscriber for every new Shopify order.
New Shopify orders automatically generate a Fluid Pay invoice and enroll the buyer in ConvertKit, eliminating manual data entry across platforms.
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When a Shopify refund is processed, issue a refund in Fluid Pay and remove the subscriber tag in ConvertKit.
Refunded Shopify orders instantly trigger a Fluid Pay refund and update ConvertKit subscriber tags, keeping customer statuses accurate.
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Search for a ConvertKit subscriber whenever a Shopify order is created, and search the invoice in Fluid Pay.
Shopify orders trigger subscriber lookups in ConvertKit and invoice searches in Fluid Pay to verify existing customer records.
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Turn every Typeform submission into a ConvertKit subscriber and create an invoice in Fluid Pay.
New Typeform responses automatically add subscribers to ConvertKit and generate corresponding invoices in Fluid Pay.
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When a Typeform submission is received, search for the subscriber in ConvertKit and update the invoice in Fluid Pay.
Typeform entries look up existing ConvertKit subscribers and update corresponding Fluid Pay invoices automatically.
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Use Claude to evaluate Typeform feedback, add the respondent to a ConvertKit tag, and create a Fluid Pay user.
Claude analyzes Typeform responses to tag ConvertKit subscribers appropriately and set up user profiles in Fluid Pay.
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When a Stripe charge is successful, add the customer as a ConvertKit subscriber and create a Fluid Pay invoice.
Successful Stripe payments automatically enroll customers in ConvertKit and generate corresponding Fluid Pay invoices.
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When a Stripe subscription is created, add the subscriber to a ConvertKit sequence and create a Fluid Pay plan.
New Stripe subscriptions enroll contacts in ConvertKit sequences and set up corresponding plans in Fluid Pay.
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When a Stripe dispute is created, search for the subscriber in ConvertKit and search the transaction in Fluid Pay.
Stripe disputes trigger immediate email subscriber lookups in ConvertKit and transaction searches in Fluid Pay.
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When a Google Sheets row is added, create a ConvertKit subscriber and generate a Fluid Pay invoice.
New spreadsheet rows automatically enroll contacts in ConvertKit and create corresponding invoices in Fluid Pay.
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When a transaction is created in Fluid Pay, update the matching Google Sheets row and add a ConvertKit tag.
Fluid Pay transactions update corresponding Google Sheets rows and assign ConvertKit subscriber tags automatically.
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Use Gemini to analyze Google Sheets data, update a ConvertKit subscriber tag, and create a Fluid Pay discount.
Gemini evaluates spreadsheet data to update ConvertKit subscriber tags and configure discounts in Fluid Pay.
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When a purchase is added in ConvertKit, create a Fluid Pay invoice and notify your finance channel in Slack.
ConvertKit purchases automatically generate Fluid Pay invoices and post instant notifications to your Slack channel.
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When a transaction is settled in Fluid Pay, add the subscriber to a ConvertKit tag and alert your sales channel in Slack.
Settled Fluid Pay transactions assign ConvertKit subscriber tags and post an update to your sales channel in Slack.
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Use ChatGPT to summarize ConvertKit subscriber activity, update a Fluid Pay invoice, and post the brief in Slack.
ChatGPT summarizes ConvertKit subscriber behavior to update Fluid Pay invoices and share briefs in Slack.
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When a Zoom webinar registrant is created, add the subscriber to ConvertKit and create a Fluid Pay invoice.
New Zoom webinar registrants automatically get enrolled in ConvertKit and receive a Fluid Pay invoice.
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When a Zoom meeting participant joins, search for the subscriber in ConvertKit and search the invoice in Fluid Pay.
Zoom meeting attendance triggers subscriber lookups in ConvertKit and invoice searches in Fluid Pay.
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Use Claude to analyze Zoom meeting engagement, tag the ConvertKit subscriber, and create a Fluid Pay plan.
Claude evaluates Zoom participant engagement to assign ConvertKit subscriber tags and set up Fluid Pay billing plans.
Supported triggers and actions for Fluid Pay and ConvertKit
Mix and match to build the exact automation you need
Fluid Pay Triggers & Actions
Instant
Transaction is created in Fluid Pay
Triggers the automation when a new transaction is created
Automatically create a Fluid Pay invoice the moment a purchase is added in ConvertKit, connecting your sales and billing workflows without manual data transfer.
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Capture complete customer and payment data
Map all transaction details and subscriber attributes across ConvertKit and Fluid Pay to maintain comprehensive customer profiles for every interaction.
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Alert your team on payment and subscription events
Send instant notifications to your finance or support channels whenever transactions settle or new subscribers confirm their email addresses.
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Route actions based on transaction or subscriber data
Trigger different follow-up sequences or invoice types depending on specific purchase amounts, tags, or transaction statuses.
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Keep payment and subscriber records current
Automatically update invoice statuses in Fluid Pay and subscriber tags in ConvertKit as customer details or transaction stages change.
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Prevent duplicate subscriber and invoice records
Search existing records before creating new invoices or subscribers, ensuring clean databases across both platforms.
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Manage payment and subscription status updates
Take immediate action when transactions become captured, settled, or voided in Fluid Pay, or when users unsubscribe in ConvertKit.
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Sync payment data directly to Google Sheets
Extend your ConvertKit and Fluid Pay workflows by automatically logging every settled transaction and subscriber confirmation into a Google Sheets tracker.
And much more...
Who is ConvertKit + Fluid Pay integration for?
Connecting ConvertKit and Fluid Pay helps marketers, finance teams, and business owners eliminate manual data entry, streamline payment tracking, and keep subscriber records synchronized automatically.
Performance marketers
Finance managers
Agency account managers
E-commerce operations teams
Sales development reps
Business analysts
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Performance marketers
You're tracking campaign revenue and subscriber growth but your payment records only update when someone manually checks transactions, so the metrics you're optimising against are always a few hours behind โ with this integration, every new transaction lands in your system instantly and your data stays current.
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Finance managers
You need to track paid invoices and active subscribers immediately, but payment notifications sit in a separate gateway until someone checks them, so cash flow visibility is always delayed โ automating both apps means every settled transaction updates your subscriber platform instantly so you can act without waiting.
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Agency account managers
Clients want real-time updates on their subscriber growth and linked invoice payments, but gathering stats from separate systems takes hours before every meeting โ connecting these apps means every transaction and subscriber update syncs automatically so client reports are always ready.
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E-commerce operations teams
Orders and form submissions arrive in high volumes daily, but manually creating invoices and updating mailing lists leads to missed records and frustrated customers โ automating both apps means every purchase instantly triggers the right invoice and subscriber tag without manual intervention.
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Sales development reps
You rely on marketing teams to flag when a subscriber completes a purchase, but handoffs between email tools and payment gateways get dropped, leaving leads waiting for follow-up โ this integration means every transaction immediately updates your subscriber records so your outreach starts right away.
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Business analysts
You audit customer lifecycles from initial subscription to final payment, but disconnected records between email lists and payment gateways create audit gaps โ with this integration, every subscriber action and transaction log matches up cleanly in a unified history.
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Fluid Pay + ConvertKit
Build and manage your Fluid Pay + ConvertKit automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Fluid Pay + ConvertKit 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 โ 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 ConvertKit to Fluid Pay in 1 click using ready templates or by using Integrately AI to build custom workflows linking your subscriber lists and payment gateway.
Can I automatically create a Fluid Pay invoice when a purchase is added in ConvertKit?
You can generate invoices automatically when purchases happen by selecting the ready automation template for ConvertKit and Fluid Pay on Integrately.
Can I connect ConvertKit, Fluid Pay, and Google Sheets?
You can connect ConvertKit, Fluid Pay, and Google Sheets together in a single multi-step automation to log transactions and subscriber updates alongside 1,500+ other apps.
What is a good Zapier alternative for ConvertKit and Fluid Pay?
Most alternatives charge significantly more, but Integrately provides 20 million+ ready templates, AI automation building, and 24/5 live chat support for your ConvertKit and Fluid Pay workflows.
How are subscriber tags updated between ConvertKit and Fluid Pay?
Subscriber tags update automatically based on transaction triggers using pre-built workflows for ConvertKit and Fluid Pay.
Can I handle settled transactions from Fluid Pay in ConvertKit?
Settled transactions trigger subscriber updates and invoice actions instantly through the built-in integrations for Fluid Pay and ConvertKit.
Do I need coding skills to automate ConvertKit and Fluid Pay?
You do not need coding skills to connect ConvertKit and Fluid Pay; you can use ready templates or ask Integrately AI to build your workflow.
Is the ConvertKit and Fluid Pay integration free?
You can start automating ConvertKit and Fluid Pay on a free plan with access to ready workflows and multi-step automations.
Didn't find the answer you were looking for?
No worries โ just send us a message and weโll get back to you as soon as possible.
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