Fluid Pay + Perfit Integration

Integrate Fluid Pay to Perfit in one click, or tell Integrately AI how you want each contact handled. Capture customer payment details, create marketing contacts, add interests, and manage your email lists 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
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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
  • Perfit
    Create contact in Perfit
  • Perfit
    Add interest to contact in Perfit
  • Perfit
    Unsubscribe contact in Perfit
  • Perfit
    Search contact by email in Perfit
  • Perfit
    Delete contact in Perfit
  • Perfit
    Update contact in Perfit
  • Perfit
    Search list by name in Perfit
  • Perfit
    Create list in Perfit
  • Perfit
    Rename list in Perfit
  • Perfit
    Search interest by name in Perfit

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Ready WorkflowsReady Workflows   for Fluid Pay + Perfit Integration

Capture transaction details, create contacts, add interests, manage lists, and personalise campaigns, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Fluid Pay + Perfit flow

Teams often want to log financial data, notify team channels, and track email campaign engagement elsewhere in their stack. Pick a combination and activate it in one click.

Fluid Pay
Perfit
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
StripeStripe (4)
F
P
S
When a transaction is created in Fluid Pay, create a contact in Perfit and create a customer in Shopify.
New transactions in Fluid Pay automatically generate a Perfit contact and a Shopify customer, keeping your sales and marketing records aligned without manual entry.
F
P
S
When a transaction is captured in Fluid Pay, add interest to the Perfit contact and create an order in Shopify.
Captured payments immediately tag your Perfit contacts with specific interests and log a new order in Shopify for smooth fulfilment.
F
P
S
When a transaction is updated in Fluid Pay, update the Perfit contact and update the customer in Shopify.
Updated transaction information in Fluid Pay instantly refreshes both your Perfit subscriber records and Shopify customer profiles.
F
P
S
When a transaction is settled in Fluid Pay, search the contact by email in Perfit and create a list in Shopify.
Settled transactions trigger a contact search in Perfit and set up structured records in Shopify for streamlined tracking.

Supported triggers and actions for Fluid Pay and Perfit

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
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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
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Instant
Transaction is settled in Fluid Pay
Triggers the automation when a transaction is settled
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Create invoice in Fluid Pay
Generates invoices for sales transactions
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Update invoice in Fluid Pay
Updates invoice details based on new information
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Search invoice in Fluid Pay
Locates and retrieves invoices with
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Delete invoice in Fluid Pay
Deletes selected invoice records
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Get invoice by id in Fluid Pay
Retrieves a invoice using its id
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Create user in Fluid Pay
Generates a new user account
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Create plan in Fluid Pay
Generates a new plan based on user input
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Refund in Fluid Pay
Processes a refund
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Create add-on in Fluid Pay
Creates a new add-on
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Create discount in Fluid Pay
Generates a new discount code for customers to use at checkout
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Search transaction in Fluid Pay
Searches for a transaction
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Perfit
Perfit Triggers & Actions
No trigger is available
Create contact in Perfit
Adds a new contact to the database
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Add interest to contact in Perfit
Tag contacts with relevant interests based on their interactions
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Unsubscribe contact in Perfit
Removes a contact from a mailing list
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Search contact by email in Perfit
Finds and retrieves contact information using their email address
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Delete contact in Perfit
Removes a contact from the address book
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Update contact in Perfit
Updates contact information with new details
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Search list by name in Perfit
Scan and retrieve results for a given list using its name
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Create list in Perfit
Generates a new list
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Rename list in Perfit
Renames a list
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Search interest by name in Perfit
Searches for an interest by name
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What can you automate with Fluid Pay + Perfit?

Streamline your transaction processing and email marketing by connecting Fluid Pay and Perfit for automated workflows.

What you can automate?
🔄
Sync transactions to marketing contacts automatically
Turn every new Fluid Pay transaction into a subscriber contact in Perfit instantly, removing the need for manual data exports and list uploads.
📝
Capture every submitted transaction field
Map available payment details and buyer information into Perfit custom fields instead of just names and emails, making your campaigns more targeted.
🔔
Notify your team as soon as payments happen
Alert your sales or support channels in Slack the moment a transaction is created or captured, ensuring prompt internal communication.
🔀
Route subscribers based on transaction amounts
Add specific interests or tags in Perfit depending on the size or type of the transaction processed in Fluid Pay.
✏️
Keep subscriber details up to date as data changes
Update Perfit contact profiles automatically whenever transaction information is modified in Fluid Pay, preventing outdated records.
🛡️
Prevent duplicate contacts in your mailing lists
Search existing Perfit contacts by email before creating new entries, keeping your subscriber database clean and organized.
Manage cancellations and voided payments smoothly
Unsubscribe contacts in Perfit automatically when a transaction becomes void in Fluid Pay, protecting your sender reputation.
📊
Extend payment workflows to Google Sheets
Log every Fluid Pay transaction and Perfit contact creation into Google Sheets alongside your email marketing database for comprehensive reporting.
And much more...

Who is Fluid Pay + Perfit integration for?

E-commerce merchants, business owners, and marketing professionals processing transactions need to sync payment data with email marketing lists to engage buyers and streamline campaigns.

Marketing managers
Marketing managers
Sales directors
Sales directors
Agency account managers
Agency account managers
E-commerce operations leads
E-commerce operations leads
Customer success specialists
Customer success specialists
Finance administrators
Finance administrators
📈
Marketing managers
You're running email campaigns based on subscriber activity, but your marketing lists only update when someone manually exports payment data, so your campaign segments are always a few hours behind — with this integration, every new transaction creates a subscriber instantly and your data stays current.
Sales directors
You need to act fast on new customer transactions, but manual list management means you find out about valuable buyers too late in the day — with this integration, contact creation happens the moment a payment goes through so your team can engage immediately.
📋
Agency account managers
You answer to clients who want to see prompt lead nurturing and list growth from their payment gateway, but manual data transfers cause frustrating delays — with this integration, subscriber signups flow directly into Perfit without requiring manual oversight.
🚀
E-commerce operations leads
The transaction volume is too high for anyone to keep subscriber lists updated by hand, leading to missed contacts and fragmented customer profiles — with this integration, every payment creates and updates subscriber records automatically.
🤝
Customer success specialists
You own the onboarding stage and depend on someone upstream to hand over transaction details, but manual handoffs cause communication gaps — with this integration, customer data flows straight from the payment gateway into your email platform.
🗂️
Finance administrators
You need a reliable history of customer interactions and keep finding gaps between payment records and email marketing lists — with this integration, every transaction triggers precise subscriber updates to maintain complete records.
Our team

Ready Workflows 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 + Perfit

Build and manage your Fluid Pay + Perfit 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 + Perfit 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 — 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Fluid Pay to Perfit?
Frequently Asked Questions
You can connect Fluid Pay to Perfit in 1 click using ready workflows on Integrately. Simply select a template, connect your Fluid Pay and Perfit accounts, and activate the automation. You can also use Integrately AI to build custom multi-step workflows with apps like Shopify, Mailchimp, and Slack.
Can I automatically create a Perfit contact when a transaction is created in Fluid Pay?
Frequently Asked Questions
Can I connect Fluid Pay, Perfit, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Fluid Pay and Perfit?
Frequently Asked Questions
How does Fluid Pay handle transaction data during automation?
Frequently Asked Questions
Can I manage Perfit subscriber lists based on Fluid Pay transactions?
Frequently Asked Questions
Do I need coding skills to integrate Fluid Pay and Perfit?
Frequently Asked Questions
Is the Fluid Pay and Perfit integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Fluid Pay
Popular Fluid Pay Integrations
Connect Fluid Pay to accounting, CRM, and payment platforms to manage transactions across your financial stack.
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Perfit
Popular Perfit Integrations
Sync Perfit with customer support, lead capture, and CRM tools to keep subscriber data moving across your marketing stack.
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Perfit Integrations arrow right
No popular apps found