Flowlu is an all-in-one work management platform combining CRM, project management, task tracking, financial management, and team collaboration in one cloud workspace. It lets businesses manage leads, pipelines, accounts, contacts, invoices, projects, tasks, agile sprints, and calendar events — a centralized system to plan, track, and optimize operations from sales through delivery.
Power end-to-end data operations for your Flowlu API with Nexla. Our bi-directional Flowlu connector is purpose-built for Flowlu, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to Flowlu or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your Flowlu workflows fast, secure, and fully governed.
Features
Type: API
SourceDestination
Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
Request optimization with intelligent batching, retry, and caching to minimize API calls and costs
Before creating a Flowlu credential in Nexla, you will need an active Flowlu account and a Flowlu API key. The steps below describe how to obtain these.
A Flowlu account is required to use this connector. Flowlu offers a free plan as well as paid plans for teams with more advanced needs. You can sign up at https://www.flowlu.com.
Flowlu uses API key authentication for its REST API. You will need to generate an API key in your Flowlu account settings and note your account subdomain.
To generate an API key in Flowlu:
Sign in to your Flowlu account.
Click on your profile icon or avatar in the top navigation area, then navigate to Portal Settings.
Open the API Settings tab.
Click the Create button to generate a new API key.
Enter a descriptive name for the key (for example, Nexla Integration) and configure any required permission scopes for the integration.
Click Save. The API key will be generated and displayed.
Copy the API key value and store it securely. You will need this value when configuring your Nexla credential.
Important
Store your API key in a secure location. You will not be able to view the key value again after leaving the API Settings page. If the key is lost, you will need to generate a new one.
Your Flowlu account subdomain is the prefix used in your Flowlu workspace URL. For example, if your Flowlu workspace is accessed at mycompany.flowlu.com, your account domain is mycompany. You will need this subdomain when configuring the credential in Nexla.
For complete information about Flowlu's API and authentication, refer to the official Flowlu API documentation at https://www.flowlu.com/api/.
After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.
Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.
Enter your Flowlu account subdomain in the Account Domain field. This is the prefix of your Flowlu workspace URL (for example, enter mycompany if your workspace is at mycompany.flowlu.com).
Enter your Flowlu API key in the API Key field. This key authenticates Nexla with the Flowlu API and should be kept secure. Refer to the Prerequisites section above for steps on how to obtain your API key.
Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation and can be selected for use with a new data source or destination.
To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the Flowlu connector tile, then select the credential that will be used to connect to the Flowlu instance, and click Next; or, create a new Flowlu credential for use in this flow.
Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Flowlu endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below. Click on an endpoint to see more information about it and how to configure your data source for this endpoint.
List Tasks
Returns a list of all tasks in your Flowlu workspace. Use this endpoint to ingest task data for reporting, analysis, or synchronization with other systems. This endpoint uses paginated fetching, automatically retrieving all pages of results.
This endpoint automatically retrieves all tasks in your Flowlu account. No additional configuration is required beyond selecting this endpoint template.
The endpoint fetches tasks in pages of up to 100 records per request and continues until all tasks have been retrieved.
Task records include details such as task name, assignee, due date, status, priority, and associated project. For complete information about the task fields returned by this endpoint, refer to the Flowlu API documentation.
List Projects
Returns a list of all projects in your Flowlu workspace. Use this endpoint to ingest project data for portfolio analysis, progress tracking, or integration with external reporting tools. This endpoint uses paginated fetching.
This endpoint automatically retrieves all projects in your Flowlu account. No additional configuration is required beyond selecting this endpoint template.
Project records include details such as project name, status, owner, start and end dates, and budget information.
For complete information about the project fields returned by this endpoint, refer to the Flowlu API documentation.
List Accounts
Returns a list of all CRM accounts (companies and organizations) in your Flowlu workspace. Use this endpoint to sync your Flowlu CRM company data with external CRM platforms, data warehouses, or analytics tools.
This endpoint retrieves all CRM account records from the Flowlu CRM module. No additional configuration is required beyond selecting this endpoint template.
Account records include company name, contact details, assigned owner, and any custom fields configured for your workspace.
List Contacts
Returns a list of CRM contacts (individual people, distinct from company accounts) in your Flowlu workspace. Use this endpoint to sync individual contact records with marketing platforms, external CRM systems, or analytics tools.
This endpoint retrieves all individual contact records from the Flowlu CRM module. No additional configuration is required beyond selecting this endpoint template.
Contact records include first and last name, email addresses, phone numbers, associated accounts, and any custom fields configured in your workspace.
List Leads
Returns a list of all CRM leads in your Flowlu workspace. Use this endpoint to analyze lead data, track conversion rates, or sync lead information with marketing automation or external CRM systems.
This endpoint retrieves all lead records from the Flowlu CRM module. No additional configuration is required beyond selecting this endpoint template.
Lead records include lead name, source, status, assigned owner, associated pipeline, and any custom fields configured for leads in your workspace.
List Pipelines
Returns a list of all CRM pipelines in your Flowlu workspace. Use this endpoint to retrieve pipeline definitions and stages for reporting or to synchronize pipeline configuration data with other systems.
This endpoint retrieves all CRM pipeline records from the Flowlu CRM module. No additional configuration is required beyond selecting this endpoint template.
Pipeline records include pipeline name, stages, and configuration details.
List Emails
Returns a list of emails from the Flowlu CRM module. Use this endpoint to analyze email communications with leads and customers, track engagement, or archive CRM email activity in an external system. This endpoint uses paginated fetching.
This endpoint automatically retrieves all CRM email records in your Flowlu account. No additional configuration is required beyond selecting this endpoint template.
The endpoint fetches email records in pages of up to 100 records per request and continues until all records have been retrieved.
List Invoices
Returns a list of invoices from the Flowlu finance module. Use this endpoint to sync invoice data with accounting platforms, generate financial reports, or analyze billing activity. This endpoint uses paginated fetching.
This endpoint automatically retrieves all invoice records from the Flowlu finance module. No additional configuration is required beyond selecting this endpoint template.
Invoice records include invoice number, client, line items, amounts, due dates, payment status, and associated project or opportunity.
For detailed information about the invoice fields returned, refer to the Flowlu API documentation.
List Invoice Items
Returns a list of all line items associated with invoices in the Flowlu finance module. Use this endpoint to analyze individual invoice line items for detailed revenue reporting or product-level financial analysis. This endpoint uses paginated fetching.
This endpoint automatically retrieves all invoice line item records. No additional configuration is required beyond selecting this endpoint template.
List Invoice Contacts
Returns a list of contacts associated with invoices in the Flowlu finance module. Use this endpoint to link invoice data to the corresponding contacts for reporting or billing analysis. This endpoint uses paginated fetching.
This endpoint automatically retrieves all invoice contact records. No additional configuration is required beyond selecting this endpoint template.
List Estimates
Returns a list of all estimates (quotes) in the Flowlu finance module. Use this endpoint to track the sales quoting process, analyze estimate conversion rates, or sync estimate data with external accounting tools. This endpoint uses paginated fetching.
This endpoint automatically retrieves all estimate records from the Flowlu finance module. No additional configuration is required beyond selecting this endpoint template.
Estimate records include estimate number, associated client and opportunity, line items, total amounts, and current status.
List Transactions
Returns a list of all financial transactions in the Flowlu finance module. Use this endpoint for comprehensive financial reporting, cash flow analysis, or syncing transaction data with your accounting or ERP system. This endpoint uses paginated fetching.
This endpoint automatically retrieves all financial transaction records. No additional configuration is required beyond selecting this endpoint template.
Transaction records include transaction type, amount, date, associated account, and linked invoice or project.
List Customer Payments
Returns a list of customer payments from the Flowlu finance module. Use this endpoint to track payment activity, reconcile payments against invoices, or analyze payment trends. This endpoint uses paginated fetching.
This endpoint automatically retrieves all customer payment records from the Flowlu finance module. No additional configuration is required beyond selecting this endpoint template.
Payment records include payment amount, date, payment method, associated invoice, and client information.
List Products
Returns a list of products in the Flowlu Products module. Use this endpoint to sync your product catalog with other systems, generate product reports, or analyze product usage across invoices and estimates.
This endpoint retrieves all product records from the Flowlu Products module. No additional configuration is required beyond selecting this endpoint template.
Product records include product name, description, price, and any associated tax or discount configurations.
List Task Lists
Returns a list of task lists (organizational groupings for tasks) from the Flowlu task module. Use this endpoint to retrieve task list metadata for reporting or to understand how tasks are organized within your workspace. This endpoint uses paginated fetching.
This endpoint automatically retrieves all task list records. No additional configuration is required beyond selecting this endpoint template.
List Task List Items
Returns a list of task list items (checklist items within tasks) from the Flowlu task module. Use this endpoint to retrieve detailed checklist data associated with tasks for granular task tracking and reporting.
This endpoint retrieves all task list item records from the Flowlu task module. No additional configuration is required beyond selecting this endpoint template.
List Calendar Events
Returns a list of calendar events from the Flowlu calendar module. Use this endpoint to sync Flowlu calendar events with external calendar systems, analyze scheduling patterns, or track meeting and event activity across your team.
This endpoint retrieves all calendar event records from the Flowlu calendar module. No additional configuration is required beyond selecting this endpoint template.
Calendar event records include event title, start and end datetime, participants, and associated records such as tasks or opportunities.
List Agile Stages
Returns a list of agile project stages from the Flowlu agile module. Use this endpoint to retrieve agile board stage definitions for reporting or to synchronize agile workflow configuration with external project management tools. This endpoint uses paginated fetching.
This endpoint automatically retrieves all agile stage records from the Flowlu agile module. No additional configuration is required beyond selecting this endpoint template.
Stage records include stage name, order, and associated agile board or project.
List Agile Sprints
Returns a list of agile sprints from the Flowlu agile module. Use this endpoint to analyze sprint performance, track velocity, or sync sprint data with external reporting or project management tools. This endpoint uses paginated fetching.
This endpoint automatically retrieves all agile sprint records. No additional configuration is required beyond selecting this endpoint template.
Sprint records include sprint name, start and end dates, goal, status, and associated project or board.
List Agile Issues
Returns a list of agile issues (stories, bugs, or tasks on agile boards) from the Flowlu agile module. Use this endpoint to track agile backlog items, analyze issue resolution trends, or sync agile issue data with other project management or analytics tools. This endpoint uses paginated fetching.
This endpoint automatically retrieves all agile issue records. No additional configuration is required beyond selecting this endpoint template.
Issue records include issue title, type, status, assignee, sprint, story points, and associated project or board.
Agile issues in Flowlu encompass user stories, bugs, tasks, and other work items managed on agile boards. For complete information about agile issue fields, refer to the Flowlu API documentation.
Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.
Flowlu data sources can also be manually configured to ingest data from any valid Flowlu API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.
Flowlu API URLs follow the pattern https://{'{account_domain}'}.flowlu.com/api/v1/module/{'{module}'}/{'{resource}'}/list (for example, https://mycompany.flowlu.com/api/v1/module/task/tasks/list). Your Flowlu API key is automatically appended as the api_key URL parameter by Nexla based on your credential configuration — you do not need to add it manually. Common response data paths include $.response.items[*] and $.data[*]. For a complete list of available Flowlu API endpoints, refer to the Flowlu API documentation.
Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new Flowlu data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.
Click the + icon on the Nexset that will be sent to the Flowlu destination, and select the Send to Destination option from the menu. Select the Flowlu connector from the list of available destination connectors, then select the credential that will be used to connect to the Flowlu account, and click Next; or, create a new Flowlu credential for use in this flow.
Nexla provides pre-built templates that can be used to rapidly configure destinations to send data to common Flowlu endpoints. Select the endpoint to which data will be sent from the Endpoint pulldown menu. Then, click on the template in the list below to expand it, and follow the instructions to configure additional endpoint settings.
Create Task
Creates a new task in your Flowlu workspace. Use this endpoint to programmatically create tasks from data in any Nexset—for example, to automatically generate Flowlu tasks from form submissions, external ticketing systems, or other business data sources.
Select this endpoint template and map the fields from your Nexset to the required Flowlu task fields. At minimum, Flowlu requires a task name. Additional fields such as assignee, due date, priority, and project association are optional but recommended for well-organized tasks.
Each record in the Nexset will result in one new task being created in Flowlu. Ensure the data in your Nexset includes all required task fields before activating the destination.
For a complete list of fields supported when creating a task, refer to the Flowlu API documentation. Flowlu tasks can be assigned to projects, agile boards, and specific team members.
Update Task
Updates an existing task in your Flowlu workspace. Use this endpoint to keep Flowlu task data in sync with other systems—for example, to update task status, reassign tasks, change due dates, or modify other task attributes based on data from external sources.
Each record in the Nexset must include the unique Flowlu task ID of the task to be updated. The task ID can be obtained from the Flowlu API (using the List Tasks endpoint as a source) or from the Flowlu UI. Map the following fields from your Nexset to the appropriate Flowlu task fields:
Task ID: The unique identifier of the task to be updated (required).
Status: The new status for the task (optional).
Assignee: The user to whom the task should be reassigned (optional).
Due Date: The updated due date for the task (optional).
Only include fields that should be updated. Fields not included in the payload will retain their current values in Flowlu.
Create Project
Creates a new project in your Flowlu workspace. Use this endpoint to automatically provision Flowlu projects from data in other systems—for example, to create a new Flowlu project whenever a deal is closed in your CRM or a new client is onboarded.
Select this endpoint template and map the fields from your Nexset to the required Flowlu project fields. Flowlu requires a project name at minimum. Additional fields such as owner, start date, end date, budget, and client association are optional.
Each record in the Nexset will result in one new project being created in Flowlu.
For a complete list of fields supported when creating a project, refer to the Flowlu API documentation.
Create CRM Account
Creates a new CRM account (company or organization record) in your Flowlu workspace. Use this endpoint to sync company data from other systems into Flowlu—for example, to import accounts from a marketing database, ERP system, or external CRM.
Select this endpoint template and map the fields from your Nexset to the Flowlu CRM account fields. Required fields include the account name. Additional fields such as industry, website, phone, address, and assigned owner are optional.
Each record in the Nexset will result in one new CRM account being created in Flowlu.
Update CRM Account
Updates an existing CRM account record in your Flowlu workspace. Use this endpoint to keep CRM account data synchronized with other systems—for example, to update company information, contact details, or custom fields from an external database or data source.
Each record in the Nexset must include the unique Flowlu account ID of the account to be updated. Map the following fields from your Nexset as needed:
Account ID: The unique identifier of the CRM account to be updated (required).
Any additional account fields that should be updated, such as name, phone, address, or custom fields.
Only include fields that should be updated. Fields not included in the payload will retain their current values in Flowlu.
Create CRM Lead
Creates a new CRM lead in your Flowlu workspace. Use this endpoint to automatically import leads from web forms, marketing platforms, or other lead generation tools directly into Flowlu's CRM pipeline.
Select this endpoint template and map the fields from your Nexset to the required Flowlu CRM lead fields. Flowlu requires a lead name at minimum. Additional fields such as contact information, source, pipeline, assigned owner, and custom fields are optional.
Each record in the Nexset will result in one new CRM lead being created in Flowlu.
For a complete list of fields supported when creating a lead, refer to the Flowlu API documentation.
Update CRM Lead
Updates an existing CRM lead in your Flowlu workspace. Use this endpoint to keep lead data in sync with other systems—for example, to update a lead's pipeline stage, owner, or field values based on activity in external marketing or sales tools.
Each record in the Nexset must include the unique Flowlu lead ID of the lead to be updated. Map the following fields from your Nexset as needed:
Lead ID: The unique identifier of the CRM lead to be updated (required).
Any additional lead fields that should be updated, such as stage, owner, contact information, or custom fields.
Only include fields that should be updated. Fields not included in the payload will retain their current values in Flowlu.
Create CRM Opportunity
Creates a new CRM deal or opportunity in your Flowlu workspace. Use this endpoint to automatically create opportunities from external sales or marketing platforms—for example, to open a new Flowlu opportunity whenever a lead reaches a qualification threshold in another system.
Select this endpoint template and map the fields from your Nexset to the Flowlu CRM opportunity fields. Required fields include opportunity name. Additional fields such as associated account, pipeline, stage, expected close date, value, and assigned owner are optional.
Each record in the Nexset will result in one new CRM opportunity being created in Flowlu.
Create Invoice
Creates a new invoice in the Flowlu finance module. Use this endpoint to automatically generate invoices in Flowlu from billing data in other systems—for example, to create invoices from completed project milestones, subscription billing events, or orders in an e-commerce platform.
Select this endpoint template and map the fields from your Nexset to the required Flowlu invoice fields. Invoice fields include client reference, line items, amounts, due date, and any applicable taxes or discounts.
Each record in the Nexset will result in one new invoice being created in the Flowlu finance module.
For a complete list of fields supported when creating an invoice, refer to the Flowlu API documentation.
Create Agile Issue
Creates a new agile issue or user story in the Flowlu agile module. Use this endpoint to automatically populate Flowlu agile boards from bug trackers, feedback tools, support ticket systems, or other external sources.
Select this endpoint template and map the fields from your Nexset to the Flowlu agile issue fields. Required fields include issue title. Additional fields such as issue type, description, assignee, story points, sprint, and associated project are optional.
Each record in the Nexset will result in one new agile issue being created on the corresponding Flowlu agile board.
Agile issues in Flowlu include user stories, bugs, tasks, and other work items managed on agile boards. For a complete list of fields supported when creating an agile issue, refer to the Flowlu API documentation.
Flowlu destinations can also be manually configured to send data to any valid Flowlu API endpoint. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, data format, endpoint URL, request headers, attribute exclusions, record batching, and response webhooks.
Flowlu API URLs follow the pattern https://{'{account_domain}'}.flowlu.com/api/v1/module/{'{module}'}/{'{resource}'}/create for create operations and .../update for update operations (for example, https://mycompany.flowlu.com/api/v1/module/task/tasks/create). Flowlu's API accepts data in JSON format, and most write operations use the POST method. Your Flowlu API key is automatically appended as the api_key URL parameter by Nexla based on your credential configuration — you do not need to add it manually. For a complete list of available Flowlu API write endpoints, refer to the Flowlu API documentation.
Once all endpoint settings have been configured, click the Done button in the upper right corner of the screen to save and create the destination. To begin sending data to the configured Flowlu endpoint, open the destination resource menu, and select Activate.
The Nexset data will not be sent to Flowlu until the destination is activated. Destinations can be activated immediately or at a later time, providing full control over data movement.
