Flowlu Product Updates

   
Improvement
3 years ago

➡️ Seamlessly Import Jira Issues to Flowlu

The Jira Integration with Flowlu is back in your accounts! You can now import existing issues from any Jira project to Flowlu Agile project of your choice and easily migrate your data. Map issue types, statuses, priorities, users and bring all your processes together within a single interface. 

Currently, our team is still polishing this integration based on your feedback, so feel free to share your thoughts via our support chat ;)

Guide: How to set up integration with Jira.

New
3 years ago

New: Copying Project Workflows + Zadarma Integration

Copying project workflows allows you to clone a project template with all its stages, milestones, tasks, workflows and team. This comes in handy if you have several similar processes that are just slightly different. Now there’s no need to recreate a project workflow from the start. Create just one template and make several copies with the desired changes.

Apart from Twilio, you can now connect Zadarma Telephony to your account to make calls, automatically record all the communication, generate new opportunities, tasks and contacts on autopilot, and boost your sales performance.

How to connect Zadarma.

New
3 years ago

☎️ Telephony Integration: Twilio

From now on, you can integrate Twilio into Flowlu to automate your sales processes and eliminate routine operations.

  • Call straight from the client’s page with just a click and have the entire history of interaction under each record. Make notes and edit data in real time during the call. Find the information you need in seconds.
  • Each client card now contains not only emails but also a history of calls with recordings. Automatic call logging will save time and keep your data well-organized and available at any time, all in one place.
  • When making calls, automatically turn them into tasks, opportunities, and contacts. Define a sales funnel or workflow in advance so you don’t waste time distributing information manually.

Learn more about telephony capabilities in Flowlu.

How to configure Twilio integration

New
3 years ago

Introducing Recycle Bin and New Storage Management Capabilities

Recycle Bin

With the recycle bin, you can now restore deleted files and records with a single click throughout your Flowlu account. No more worries about permanently deleted items! For example, if somebody accidentally erased a task or a contact, Flowlu will show who and when has done that with the option to recover those objects.

File Storage Management

See a centralized view of all files that your team uploads in one place with the brand new page for storage management. Here you can find total used space and all the system objects it includes such as images, documents, attachments, etc. It lets you quickly free up space by bulk deleting files you do not need anymore.

New
3 years ago

📂 New Feature: Duplicating Projects

We’ve added the ability to duplicate your projects within a single click. All tasks, stages, expenses, events, documents, etc. can be copied into your new project as well. You can easily customize which project items to include. All you need to do is to go to your project card, click on the three-dot button in the top right corner and copy your project. Save time and automate routine with this new feature for your effective project management!

P.S. If you anticipate that you'll be cloning projects frequently, we recommend creating a project workflow based on your business processes.