Create Fluid Pay contact for new Deskera contact
Deskera + Fluid Pay Integration
Fluid Pay + Deskera Integration
Integrate Deskera to Fluid Pay in one click, or tell Integrately AI how you want each invoice handled. Process payments, update accounting books, alert your team, and track every transaction automatically.
Free forever.Use premium features free for 14 days.1.
Transaction is created in Fluid Pay Instant- Transaction is captured in Fluid Pay Instant
- Transaction is updated in Fluid Pay Instant
- Transaction becomes void in Fluid Pay Instant
- Transaction is settled in Fluid Pay Instant
Debit note is created in books in Deskera Instant- Bill is updated in books in Deskera Instant
- Bill is created in books in Deskera Instant
- Deal is deleted in sales in Deskera Instant
- Deal is updated in sales in Deskera Instant
- Contact is deleted in sales in Deskera Instant
- Contact is updated in sales in Deskera Instant
- Quotation is created in Deskera
- Bill is deleted in books in Deskera Instant
- Invoice is created in books in Deskera Instant
- Invoice is updated in books in Deskera Instant
- Invoice is deleted in books in Deskera Instant
- Debit note is updated in books in Deskera Instant
- Debit note is deleted in books in Deskera Instant
- Credit note is created in books in Deskera Instant
- Credit note is updated in books in Deskera Instant
- Credit note is deleted in books in Deskera Instant
- Stock is increased for a product in book in Deskera Instant
- Stock is reduced for a product in book in Deskera Instant
- Contact is created in Deskera
- CRM Contact is created in Deskera
- Contact is created in CRM+ in Deskera Instant
- Product is created in Deskera
- Sales invoice is created in Deskera
- Deal is created in CRM+ in Deskera Instant
- Payment entry is created in Deskera
2.
- Create invoice in Fluid Pay
- Update invoice in Fluid Pay
- Search invoice in Fluid Pay
- Delete invoice in Fluid Pay
- Get invoice by id in Fluid Pay
- Create user in Fluid Pay
- Create plan in Fluid Pay
- Refund in Fluid Pay
- Create add-on in Fluid Pay
- Create discount in Fluid Pay
- Search transaction in Fluid Pay
- Search invoice in Deskera
- Create payment entry in Deskera
- Create contact in Deskera
- Create sales invoice in Deskera
- Create crm contact in Deskera
- Search contact in Deskera
- Search CRM contact in Deskera
- Create a new contact in CRM+ in Deskera
- Search product in Deskera
- Create product in Deskera
- Create account in Deskera
- Search account in Deskera
- Create quotation in Deskera
- Update contact in Deskera
Trusted by experts at...
Ready Workflows for Deskera + Fluid Pay Integration
Create invoices, process payments, log transaction updates, alert your team, and track accounting records, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Deskera + Fluid Pay flow
Send payment receipts to customers, sync transaction details with financial ledgers, and notify your finance team. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Stripe (4)
Stripe (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) S
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When a Shopify order is placed, create a sales invoice in Deskera and create an invoice in Fluid Pay.
Shopify orders instantly generate Deskera sales invoices and Fluid Pay invoices without manual re-typing.
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D
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When a transaction is captured in Fluid Pay, update the order in Shopify and create a payment entry in Deskera.
Captured Fluid Pay transactions update Shopify orders and record payment entries in Deskera automatically.
D
S
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When a contact is created in Deskera, add a customer in Shopify and create a user in Fluid Pay.
Deskera contacts sync to Shopify customers and Fluid Pay users instantly.
S
F
D
When a Shopify refund is processed, issue a refund in Fluid Pay and update the credit note in Deskera.
Shopify refunds trigger Fluid Pay refunds and update Deskera credit notes automatically.
Supported triggers and actions for Fluid Pay and Deskera
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
Try it → Instant
Transaction is captured in Fluid Pay
Triggers the automation when a new transaction occurs
Try it → Instant
Transaction is updated in Fluid Pay
Triggers the automation when a transaction is updated
Try it → Instant
Transaction becomes void in Fluid Pay
Triggers the automation when a transaction becomes void
Try it → Instant
Transaction is settled in Fluid Pay
Triggers the automation when a transaction is settled
Try it → Deskera Triggers & Actions
Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
Try it → Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
Try it → Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
Try it → Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
Try it → Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
Try it → Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
Try it → Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
Try it → Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
Try it → Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
Try it → Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
Try it → Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
Try it → Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
Try it → Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
Try it → Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Try it → Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Try it → What can you automate with Deskera + Fluid Pay?
Streamline your financial operations by syncing invoices, capturing payments, and keeping your accounting ledgers automatically updated.
🧾
Automate invoice creation between Deskera and Fluid Pay
Generate invoices in Fluid Pay immediately whenever a new invoice is created in books in Deskera, removing manual data entry entirely.
📋
Map every invoice and transaction detail accurately
Capture all submitted billing and payment fields across both platforms without missing critical transaction metadata.
🔔
Alert your team when transactions settle
Send instant notifications to your finance channel the moment a payment transaction is settled in Fluid Pay.
🔀
Route payments based on transaction amounts
Execute different follow-up actions or update specific accounts depending on the transaction value submitted.
🔄
Sync invoice status updates in real time
Keep your accounting books and payment gateway records perfectly aligned whenever an invoice is updated.
🔍
Search existing contacts before creating new ones
Prevent duplicate records by searching existing contacts in Deskera before processing new user accounts in Fluid Pay.
⚙️
Automatically process refunds or voids when transactions fail
Handle transaction voids and refunds seamlessly by updating credit notes and payment entries across both systems.
💬
Extend your workflow to Slack for instant alerts
Connect your Deskera and Fluid Pay automation to Slack so your team receives real-time updates on every financial event.
And much more...
Who is Deskera + Fluid Pay integration for?
Finance teams, accountants, and business owners connecting their accounting books with payment processing workflows to eliminate manual data entry and keep financial records constantly updated.
Accountants
Finance Managers
Business Owners
E-commerce Directors
Billing Specialists
Audit Teams
📈
Accountants
You're reconciling payment records in Deskera manually against Fluid Pay transactions, but discrepancies slip through because entries lag behind — automating both apps means every payment updates your accounting books instantly.
⚡
Finance Managers
You need to track cash flow and transaction settlements immediately, and you find out about failed payments too late — connecting these apps means every transaction status change alerts your team right away.
📋
Business Owners
You answer to stakeholders who want to see real-time financial progress, but manual ledger updates leave gaps — with this integration, invoices and transactions stay synchronised across your entire financial stack.
📊
E-commerce Directors
The transaction volume is too high for anyone to keep up by hand between Deskera and Fluid Pay, causing delayed invoicing — automating Deskera and Fluid Pay means high-volume orders generate invoices and process payments without manual bottlenecks.
💳
Billing Specialists
You own the payment follow-up step and depend on sales to create invoices in Deskera first, but handoffs get delayed — this integration means every new Deskera invoice immediately triggers Fluid Pay processing workflows.
📁
Audit Teams
You need a reliable financial history and keep finding gaps between accounting entries and payment gateways — connecting these apps means every transaction and invoice logs accurately without missing records.
Did you know?
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 Fluid Pay + Deskera
Build and manage your Fluid Pay + Deskera automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Fluid Pay + Deskera 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Deskera to Fluid Pay?
You can connect Deskera to Fluid Pay in 1 click using ready workflows on Integrately. Choose a template or ask Integrately AI to build your automation with Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create a Fluid Pay invoice when an invoice is created in Deskera?
Can I connect Deskera, Fluid Pay, and Slack?
What is a good Zapier alternative for Deskera and Fluid Pay?
How does Deskera handle invoices and contacts in this integration?
How does Fluid Pay process transactions with Deskera?
Can I set up this integration without any coding skills?
Is the Deskera and Fluid Pay integration free?
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