Flowprise User Guide & Integrations Hub

1. Workspace Quickstart (Under 60 Seconds)

Flowprise provides self-service workspace provisioning designed for business founders, operators, and agencies:

1 Create Your Account: Head to flowprise.tech/signup. Enter your name, business email, and secure password.

2 Verify Your Email: Enter the 6-digit OTP sent to your inbox. This validates your address and activates your account.

3 Configure Company Identity: Name your workspace, select your primary operating currency (USD, EUR, INR, GBP, AUD, or CAD), and choose your business industry.

4 Access Your Workspace: You will be routed immediately to your unified dashboard at app.flowprise.tech/workspace.

2. Inviting Team Members & Role Permissions

Invite colleagues, accountants, and warehouse personnel with granular role-based access control (RBAC):

• Sending an Invite: In your workspace, navigate to Settings → Team. Click Invite Member, type their email address, and assign a role.
• How Team Members Join:
  • They can click the unique invitation link sent to their email.
  • Alternatively, if they sign up directly using that same email address, Flowprise automatically detects the pending invitation and joins them to your workspace.
• Role Permissions Overview:
  • Owner: Full workspace ownership, subscription tier upgrades, invoice settings, and member management.
  • Admin: Operational authority over team members, inventory, CRM, and integrations.
  • Manager: Can create products, manage warehouse stock, process orders, and issue invoices.
  • Member: Daily operations: adding CRM leads, drafting orders, and logging notes.
  • Viewer: Read-only access suitable for external advisors, accountants, or investors.

3. CRM & Customer Pipeline

Maintain all customer contacts, company profiles, and revenue deal stages in a unified system:

• Contacts & Companies: Record customer phone numbers, emails, addresses, and full purchase history.
• Deal Pipeline Stages: Track prospective revenue across Lead → Qualified → Proposal → Won / Lost.
• Instant Invoicing: Once a deal is marked "Closed Won", convert it into a draft sales invoice in a single click.

4. Managing Inventory & Stock Levels

Prevent stockouts and track multi-warehouse allocations:

• Adding SKUs: Go to Inventory → New Product. Enter the product title, SKU code, cost, selling price, and initial count.
• Reorder Thresholds: Define a minimum stock level (e.g., 15 units). When on-hand inventory reaches this limit, Flowprise automatically triggers a reorder warning.
• Stock Adjustments: Record shipments received, audit corrections, or damaged goods with clear audit notes.

5. Sales Orders & Fulfillment

• Order Creation: Link orders directly to customers and select items from your live inventory.
• Automatic Stock Reservation: When an order is confirmed, inventory items are locked to prevent double-selling across channels.
• Operational Lifecycle: Move orders through Draft → Confirmed → Processing → Dispatched → Completed.

6. Professional Invoicing & Receipts

• Sequential Numbering: Generates sequential invoices (e.g., INV-2026-001) ensuring audit and accounting compliance.
• PDF Generation: Instantly download formatted PDF invoices ready for client delivery or printing.
• Payment Tracking: Record offline payments (wire, check, cash) or accept online credit cards and UPI via integrated payment gateways.
• Clean Receipts: Automatic confirmation receipts formatted cleanly with zero internal alias leakages.

7. AI Data Cleaning & Spreadsheet Preparation

Clean messy vendor catalogs, contact lists, or sales logs using automated heuristics:

• Supported Formats: Upload .csv, .xlsx, .xls, or .tsv files directly.
• Automated Operations:
  • Missing Value Imputation: Automatically fills gaps using mathematical median, mean, or mode strategies.
  • Outlier & Anomaly Detection: Highlights extreme variances in prices, quantities, or metrics.
  • Deduplication: Removes duplicate rows and redundant customer records.
  • Format Normalization: Standardizes phone numbers, dates, and currency symbols.
• Export Cleaned Data: Download the purified dataset as CSV or push directly into your Flowprise Catalog or CRM.

8. Cloud Storage Quotas & File Cleanup

Flowprise tracks disk usage and provides file management tools:

• Storage Tracking: View disk consumption categorized by Datasets, Import files, and Export reports.
• Deleting Specific Files: Remove unused historical uploads directly from the storage view to reclaim quota immediately.
• One-Click Storage Purge: Workspace owners can initiate a full file reset to clear old files while preserving core business records.

9. Third-Party Integrations Overview

Connect your external storefronts, payment gateways, and ad channels directly to Flowprise. All connections run with strict multi-tenant isolation, encrypted storage for customer-supplied credentials, and HMAC webhook signature verification.

10. Setting Up Stripe Payments

Connect Stripe to accept global card payments on customer invoices and sync checkout transactions:

1 Locate Your Stripe API Keys: Log in to your Stripe Dashboard. Navigate to Developers → API Keys. Copy your Publishable Key (starts with pk_) and Secret Key (starts with sk_).

2 Connect in Flowprise: In your Flowprise workspace, go to Settings → Integrations → Stripe. Click Connect and enter your Publishable Key and Secret Key.

3 Configure Webhook Signature (Optional but Recommended): In Stripe Dashboard, go to Developers → Webhooks and add your workspace webhook destination. Copy the Signing Secret (starts with whsec_) into Flowprise to enable real-time payment confirmation.

4 Test Connection: Click Test Connection in Flowprise. The system verifies your credentials and confirms active status.

11. Setting Up Razorpay Gateway

Accept UPI, NetBanking, and credit/debit cards with instant verification:

1 Generate Razorpay API Keys: In your Razorpay Dashboard, go to Account & Settings → API Keys → Generate Key. You will receive a Key ID (starts with rzp_) and a Key Secret.

2 Enter Keys in Flowprise: Navigate to Settings → Integrations → Razorpay. Paste your Key ID and Key Secret.

3 Enable Webhooks: Add your Flowprise webhook URL to your Razorpay Webhook settings with the event payment.captured and enter your webhook secret for HMAC verification.

4 Verify: Click Test Connection to confirm your integration is live.

12. Setting Up Shopify Storefront

Automatically sync orders, customers, and inventory counts between your Shopify store and Flowprise:

1 Create a Custom App in Shopify: In your Shopify Admin, go to Settings → Apps and sales channels → Develop apps. Click Create an app and name it Flowprise Sync.

2 Configure Admin API Scopes: Grant Read and Write permissions for: read_orders, write_orders, read_products, write_inventory, and read_customers.

3 Install App & Copy Access Token: Click Install app. Copy the Admin API Access Token (starts with shpat_).

4 Connect in Flowprise: Go to Settings → Integrations → Shopify. Enter your myshopify domain (e.g., your-store.myshopify.com) and paste your Access Token.

5 Run Sync: Click Sync Now to perform your first catalog and order import.

13. Setting Up WooCommerce (WordPress)

Connect your self-hosted WordPress / WooCommerce store:

1 Generate REST API Keys: In WordPress Admin, navigate to WooCommerce → Settings → Advanced → REST API. Click Add Key.

2 Set Permissions: Name the key Flowprise, assign your administrator user, and set Permissions to Read/Write.

3 Copy Credentials: Copy the generated Consumer Key (starts with ck_) and Consumer Secret (starts with cs_).

4 Connect in Flowprise: In Flowprise, go to Settings → Integrations → WooCommerce. Enter your store's full URL (e.g., https://example.com) along with your Consumer Key and Consumer Secret.

5 Save & Test: Click Test Connection to establish real-time order sync.

14. Setting Up QuickBooks Online

Automate general ledger accounting and customer billing synchronization:

1 Locate Company ID (Realm ID): In QuickBooks Online, click the Gear icon in the top right, go to Account and Settings → Billing & Subscription, and note your Company ID.

2 Connect Account: In Flowprise, go to Settings → Integrations → QuickBooks. Enter your Company ID and click Authorize Connection.

3 Configure Ledger Mapping: Select your default sales account and tax code so paid invoices in Flowprise reflect accurately on your QuickBooks balance sheet.

15. Setting Up Google & Meta Ads Lead Forms

Capture customer inquiries directly from ad campaigns into your CRM pipeline without third-party connector fees:

1 Copy Flowprise Webhook Endpoint: In Flowprise, go to Settings → Integrations → Google Ads (or Meta Ads). Copy your dedicated inbound webhook URL.

2 Configure Ad Lead Extension:

• Google Ads: In your Google Ads campaign, edit your Lead Form Extension. Under Lead delivery options, paste your Flowprise webhook URL and key.
• Meta Ads: In Meta Business Suite, navigate to Lead Ads → CRM Setup, select Webhook, and paste your Flowprise endpoint.

3 Send Test Lead: Use Google or Meta's "Send Test Lead" tool. The contact will instantly appear in your Flowprise CRM pipeline under New Leads with full ad attribution.

16. Outbound Webhooks & Custom Endpoints

Trigger actions in your external ERP, Slack bots, or internal databases whenever events occur in Flowprise:

• Supported Triggers: order.created, order.completed, invoice.paid, lead.created, and inventory.low_stock.
• Cryptographic Signing: Every outgoing webhook includes an X-Flowprise-Signature header signed using HMAC-SHA256, allowing your servers to cryptographically verify payload integrity.
• Delivery Auditing: View recent webhook delivery timestamps, HTTP status codes, and automatic retry logs under Settings → Integrations → Webhook History.

17. Data Exports & Data Ownership

Your business data belongs exclusively to you. Flowprise provides non-restrictive export tools:

• One-Click CSV Exports: Download clean spreadsheets of contacts, orders, catalog SKUs, and invoices from any respective table view.
• Zero Lock-In: If you ever choose to change platforms, you can export your complete workspace ledger with zero penalties or delays.

18. Troubleshooting & Frequently Asked Questions

19. Customer Support & Technical Help Desk

Our engineering and support team is directly reachable for any operational or onboarding assistance: