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Fluent Forms Integration

Tier: Basic — Plugin-based toggle integration. Turning it on signals that SyteOps should coordinate with Fluent Forms and expose form-related configuration.

The Fluent Forms integration pairs SyteOps with the Fluent Forms plugin to route form submissions into your automated workflows. SyteOps doesn't submit forms itself — it tells your workflows which forms matter, and FlowMattic processes the submission data.

What the toggle does​

  • Enables Fluent Forms-related configuration and workflow hooks inside SyteOps.
  • Keeps form-related SyteOps variables (form IDs, field mappings) available to FlowMattic.
  • Required by certain SyteOps modules — for example, when the Notes or Estimates modules are active, Fluent Forms is required and the toggle stays enabled.

Setup​

  1. Install and activate the Fluent Forms plugin from WordPress → Plugins.
  2. Navigate to SyteOps → Integrations.
  3. Find Fluent Forms in the Forms & Automation category.
  4. Toggle it ON and click Save Changes.

If Fluent Forms isn't installed, SyteOps disables the toggle and shows "Not Installed" until you install the plugin.

Required state for some modules​

If you have the Notes or Estimates modules active, Fluent Forms is required and cannot be turned off. The toggle shows Required and remains on. Deactivating the dependent modules releases the requirement.

Connect Fluent Forms to your FlowMattic workflow​

  1. In WordPress, create or identify the Fluent Forms form whose submissions should trigger a workflow.
  2. In Fluent Forms settings for that form, add an integration that sends submissions to a FlowMattic webhook URL (or use the built-in FlowMattic integration if available).
  3. In FlowMattic, open the receiving workflow and process the form payload — combining it with SyteOps variables (user, role, CRM data) as needed.
  4. Save the workflow and run a test submission.

Common use-cases​

  • Onboarding forms that create users or assign roles in SyteOps via FlowMattic.
  • Client intake forms that populate CRM fields.
  • Estimate request forms that hand off to the Estimates module.
  • Support ticket intake that routes to the right role (using SyteOps aggregator variables).