The Automation Settings page controls default automation behavior, cron job settings, WordPress user sync, and Fluent Forms sync.
You can access it from:
WordPress Dashboard → NextCRM → Automation Settings
or:
NextCRM → Settings → Automation
Basic Settings
Basic Settings control how automation drafts are saved.
Enable Auto Save Automation
When enabled, NextCRM automatically saves automation changes while you are working.
This helps prevent losing your workflow if the page reloads or you leave the builder accidentally.
Time Interval for Auto Save Automation
This field controls how often automation changes are auto saved.
Example:
10000The value is used as the auto-save interval.
Set the value to 0 to disable auto save.
Cron Job Settings
Cron Job Settings help NextCRM run automation tasks automatically.
Cron URL
The Cron URL is used to process automation tasks.
You can copy the Cron URL from the settings page and add it to your server cron job.
This is useful when you want more reliable automation processing instead of depending only on WordPress visits.
Copy Cron URL
Click Copy to copy the automation Cron URL.
Then add the URL to your server cron job system.
A server cron job is helpful for:
- Low-traffic websites
- Scheduled automation steps
- Delay-based workflows
- More reliable background processing
WP User Signup
The WP User Signup settings control how WordPress user registrations connect with NextCRM contacts.
Auto Sync WP User Data and Contact Data
When enabled, new WordPress user signups can be added automatically as subscribers in NextCRM.
This is useful for:
- Membership websites
- LMS websites
- WooCommerce stores
- User registration workflows
- Community websites
Assign List
Use Assign List to choose which list new WordPress users should be assigned to.
Example lists:
- Website Users
- Members
- Students
- Customers
- Subscribers
Assign Tags
Use Assign Tags to assign tags to new WordPress users automatically.
Example tags:
- WP User
- New Signup
- Member
- Student
- Registered User
This helps you segment WordPress users inside NextCRM.
Fluent Forms Settings
The Fluent Forms Settings section controls how Fluent Forms submissions are synced into NextCRM.
Auto Sync Fluent Forms Data
When enabled, new form email submissions from Fluent Forms can be added as contacts in NextCRM.
This is useful for:
- Lead forms
- Newsletter forms
- Contact forms
- Booking forms
- Quote request forms
- Webinar signup forms
Assign List
Use Assign List to choose which list new Fluent Forms contacts should be assigned to.
Example:
Fluent Forms Leads
Website Form Subscribers
Contact Form LeadsAssign Tags
Use Assign Tags to automatically tag contacts created from Fluent Forms submissions.
Example tags:
- Fluent Forms
- Website Lead
- Contact Form
- New Inquiry
Save Settings
After changing Automation Settings, click Save.
Changes will not apply until the settings are saved.