Fluid Pay + Formidable Forms Integration

Integrate Fluid Pay to Formidable Forms in one click, or tell Integrately AI how you want each submission handled. Create invoices instantly, update customer records, log transactions, and notify your finance team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Fluid Pay
    Transaction is created in Fluid Pay Instant
  • Fluid Pay
    Transaction is captured in Fluid Pay Instant
  • Fluid Pay
    Transaction is updated in Fluid Pay Instant
  • Fluid Pay
    Transaction becomes void in Fluid Pay Instant
  • Fluid Pay
    Transaction is settled in Fluid Pay Instant
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable Forms Instant
Arrow Right
2.
  • Fluid Pay
    Create invoice in Fluid Pay
  • Fluid Pay
    Update invoice in Fluid Pay
  • Fluid Pay
    Search invoice in Fluid Pay
  • Fluid Pay
    Delete invoice in Fluid Pay
  • Fluid Pay
    Get invoice by id in Fluid Pay
  • Fluid Pay
    Create user in Fluid Pay
  • Fluid Pay
    Create plan in Fluid Pay
  • Fluid Pay
    Refund in Fluid Pay
  • Fluid Pay
    Create add-on in Fluid Pay
  • Fluid Pay
    Create discount in Fluid Pay
  • Fluid Pay
    Search transaction in Fluid Pay

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Ready Workflows Ready Workflows for Fluid Pay + Formidable Forms Integration

Capture submissions, create invoices, process payments, log data, and notify your team, all in just one click.

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Connect more apps to your Fluid Pay + Formidable Forms flow

Streamline your payment processing and form handling by connecting accounting, marketing, and communication tools. Pick a combination and activate it in one click.

Fluid Pay
Formidable Forms
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WordPressWordPress (8)
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QuickBooks OnlineQuickBooks Online (8)
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StripeStripe (8)
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GmailGmail (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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Create a Fluid Pay invoice for every Formidable Forms submission, and add the user in WordPress.
Formidable Forms submissions generate new invoices in Fluid Pay and create corresponding user accounts in WordPress instantly.
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W
When a Formidable Forms submission arrives, search the transaction in Fluid Pay and publish a post in WordPress.
Verify payment records in Fluid Pay against new Formidable Forms submissions while publishing content directly to WordPress.
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Update your Fluid Pay invoice and modify the WordPress user when a Formidable Forms submission changes.
Keep billing details updated in Fluid Pay and user accounts current in WordPress whenever form submissions are processed.
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Retrieve invoice details from Fluid Pay for every Formidable Forms submission and create a draft in WordPress.
Pull billing records from Fluid Pay using form submission data and prepare draft content in WordPress automatically.
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If a Formidable Forms submission is premium tier, create a plan in Fluid Pay and set up an admin user in WordPress.
Route high-tier form submissions to premium Fluid Pay subscription plans while granting administrative privileges in WordPress.
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When a cancellation form is submitted in Formidable Forms, issue a refund in Fluid Pay and remove the WordPress user.
Process customer cancellations by issuing a refund in Fluid Pay and deleting the associated user account in WordPress.
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Use ChatGPT to summarise Formidable Forms submissions, create an invoice in Fluid Pay, and publish a WordPress post.
Generate summaries of form entries using ChatGPT, create billing records in Fluid Pay, and publish posts to WordPress.
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W
S
When a Formidable Forms submission arrives, create a Fluid Pay invoice, add a WordPress user, and notify Slack.
Trigger invoices in Fluid Pay and WordPress user creation from form submissions while posting an alert in Slack.

Supported triggers and actions for Fluid Pay and Formidable Forms

Mix and match to build the exact automation you need

Fluid Pay
Fluid Pay Triggers & Actions
Instant
Transaction is created in Fluid Pay
Triggers the automation when a new transaction is created
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Instant
Transaction is captured in Fluid Pay
Triggers the automation when a new transaction occurs
Try it โ†’
Instant
Transaction is updated in Fluid Pay
Triggers the automation when a transaction is updated
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Instant
Transaction becomes void in Fluid Pay
Triggers the automation when a transaction becomes void
Try it โ†’
Instant
Transaction is settled in Fluid Pay
Triggers the automation when a transaction is settled
Try it โ†’
Create invoice in Fluid Pay
Generates invoices for sales transactions
Try it โ†’
Update invoice in Fluid Pay
Updates invoice details based on new information
Try it โ†’
Search invoice in Fluid Pay
Locates and retrieves invoices with
Try it โ†’
Delete invoice in Fluid Pay
Deletes selected invoice records
Try it โ†’
Get invoice by id in Fluid Pay
Retrieves a invoice using its id
Try it โ†’
Create user in Fluid Pay
Generates a new user account
Try it โ†’
Create plan in Fluid Pay
Generates a new plan based on user input
Try it โ†’
Refund in Fluid Pay
Processes a refund
Try it โ†’
Create add-on in Fluid Pay
Creates a new add-on
Try it โ†’
Create discount in Fluid Pay
Generates a new discount code for customers to use at checkout
Try it โ†’
Search transaction in Fluid Pay
Searches for a transaction
Try it โ†’
Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
Try it โ†’
Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
Try it โ†’
No action is available

What can you automate with Fluid Pay + Formidable Forms?

Streamline your workflow by automating invoice creation, payment tracking, and form data management in a single click.

What you can automate?
๐Ÿงพ
Turn Formidable Forms submissions into Fluid Pay invoices
Generate Fluid Pay invoices automatically whenever a visitor completes a form on your WordPress site. Eliminate manual data entry and start your billing process the moment a submission arrives.
๐Ÿ“‹
Capture every custom submitted form field
Map all custom questions, customer details, and dropdown selections from your Formidable Forms entries directly into your Fluid Pay invoices instead of just basic contact info.
๐Ÿ””
Alert your team instantly on new submissions
Send real-time notifications to team members or communication channels whenever a new form entry creates a transaction record in Fluid Pay.
๐Ÿ”€
Route submissions based on custom form fields
Create specific subscription plans or standard invoices in Fluid Pay depending on the exact tier or payment option selected in your form.
๐Ÿ”„
Keep invoices and customer records synchronized
Update existing Fluid Pay invoices automatically whenever form details, customer information, or transaction statuses are modified.
๐Ÿ”
Search and update existing customer records
Check for existing customer profiles and transaction records in Fluid Pay before creating new invoices to prevent duplicate entries.
๐Ÿ’ณ
Handle refunds and transaction status changes
Process refunds and update invoice statuses automatically when transactions become void, settled, or cancelled in your system.
๐Ÿ”—
Extend your workflow to Slack or Gmail
Connect your core automation to Slack or Gmail to notify team members or send client confirmation emails as soon as the invoice is generated.
And much more...

Who is Fluid Pay + Formidable Forms integration for?

Connecting Fluid Pay and Formidable Forms eliminates manual data entry, keeping your financial records and form submissions perfectly synchronised without extra effort.

Financial controllers
Financial controllers
Customer support managers
Customer support managers
Agency account managers
Agency account managers
Sales operations teams
Sales operations teams
Project coordinators
Project coordinators
Finance auditors
Finance auditors
๐Ÿ“Š
Financial controllers
You're reviewing payment figures across multiple systems but your financial reports only update when someone manually exports submission data, so the transaction counts you're optimising against are always a few hours behind โ€” this integration means every new Formidable Forms submission triggers a Fluid Pay invoice instantly and your financial data stays current.
โšก
Customer support managers
You're managing urgent client requests coming through website forms but your team only finds out after manually checking pending transactions, so response times lag behind expectations โ€” automating both apps means every form submission is paired with its Fluid Pay record instantly and your team can act without delay.
๐Ÿค
Agency account managers
You're delivering client projects and collecting approvals through custom web forms while tracking payments manually, so stakeholders are left waiting for status updates โ€” connecting these apps means every form submission creates the corresponding Fluid Pay invoice automatically and your reporting is always transparent.
๐Ÿ“ˆ
Sales operations teams
You're processing a high volume of prospect submissions and payment details every single day, but manual data entry causes bottlenecks that slow down your pipeline โ€” automating both apps means every Formidable Forms submission generates an invoice in Fluid Pay instantly and your workflow handles scale without errors.
๐Ÿ“‹
Project coordinators
You're onboarding new clients who submit details via forms before their initial payment is processed, leading to miscommunication between intake and billing โ€” this integration means every form submission flows straight into Fluid Pay as an invoice and the next step begins without waiting.
๐Ÿ—‚๏ธ
Finance auditors
You're reconciling transaction records against form submissions across your entire customer base, but manual record-keeping keeps leaving audit gaps โ€” automating both apps means every transaction and submission is logged reliably and your compliance history is complete.
Our team

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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 + Formidable Forms

Build and manage your Fluid Pay + Formidable Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Fluid Pay + Formidable Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Fluid Pay to Formidable Forms?
Frequently Asked Questions
You can connect Fluid Pay to Formidable Forms instantly using ready-made workflows on Integrately or by asking Integrately AI to build the automation. With over 1,500+ integrations available including WordPress, QuickBooks Online, and Slack, setting up your payment processing takes just 1 click.
Can I automatically create Fluid Pay invoices when a Formidable Forms submission is received?
Frequently Asked Questions
Can I connect Fluid Pay, Formidable Forms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Fluid Pay and Formidable Forms?
Frequently Asked Questions
How does Fluid Pay handle transaction data in this integration?
Frequently Asked Questions
How does Formidable Forms capture and send submission data?
Frequently Asked Questions
Is coding required to set up the Fluid Pay and Formidable Forms integration?
Frequently Asked Questions
Is the Fluid Pay and Formidable Forms integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Fluid Pay or Formidable Forms With 1500+ Other Apps

Fluid Pay
Popular Fluid Pay Integrations
Connect Fluid Pay with accounting, CRM, and billing tools to manage transactions and customer accounts seamlessly.
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Formidable Forms
Popular Formidable Forms Integrations
Sync Formidable Forms with marketing, database, and notification tools to capture and manage form data across your stack.