Connect FluentCRM and OpenAI (ChatGPT)

FluentCRM holds your contacts, tags and emails inside WordPress. OpenAI can read what a contact told you and write the next step. FlowMattic joins them so a new contact gets an outreach note, a free-text answer becomes a tag and a list sign-up gets a welcome written for that person. For marketers who run email from their own site.

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20 triggers 61 actions 6 example workflows 2 ready-made templates Unlimited runs

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When this happens in FluentCRM20 triggers

Do this in OpenAI (ChatGPT)10 actions

1. TriggerNew Contact Created

2. ActionGenerate Content

When FluentCRM fires New Contact Created, FlowMattic runs Generate Content in OpenAI (ChatGPT) with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

FluentCRM and OpenAI (ChatGPT) workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Write an outreach note on every new FluentCRM contact

OpenAI reads the contact's source, company and custom fields and writes two or three lines on how to open the conversation, saved as a note the sales person sees on the profile.

New Contact CreatedGenerate ContentAdd Note to Contact

View the template

Turn a free-text answer into interest tags

When a contact fills in a field like What are you working on, Ask Chat GPT picks one of your known topics and the matching tag is added, so segments build themselves.

Contact Custom Fields UpdatedAsk Chat GPTRouterAdd Tags to Contact

Send a personal welcome email when someone joins a list

Generate Content writes a short welcome that mentions what the contact signed up for, and Send Email to Contact sends it from FluentCRM so it shows in their email history.

Contact Added to ListsGenerate ContentSend Email to Contact

Add an AI summary to each new company record

B2B teams that use FluentCRM companies get a note on each new company describing what it does, based on its name, website and industry, before anyone is assigned to it.

Company CreatedGenerate ContentAdd Note to Company

Hold back profiles with abusive or spam text

Create Moderation checks free-text fields when a contact updates them. A Filter passes flagged profiles, which get a review tag so they stay out of campaigns until someone looks.

Contact Custom Fields UpdatedCreate ModerationFilterAdd Tags to Contact

Draft next week's newsletter as a FluentCRM email template

Every Friday a Schedule asks OpenAI for a draft on the topic you set, and Create Email Template saves it in FluentCRM for an editor to check and send.

ScheduleGenerate ContentCreate Email Template

Set up: an AI note on each new contact

At the end, every contact added to FluentCRM gets a short AI-written outreach note on their profile.

Connect OpenAI
Under Connects in FlowMattic, add an OpenAI (ChatGPT) connection with an API key from your OpenAI account.
Start with New Contact Created
Create a workflow with the FluentCRM trigger. FluentCRM runs on the same WordPress site, so it needs no connection. Add a test contact to capture its fields.
Write the prompt
Add OpenAI Generate Content and write a prompt that uses the contact's name, company, source and custom fields, asking for a short outreach note.
Save the note
Add FluentCRM Add Note to Contact, map the contact ID and the generated text, test both steps and switch the workflow on.

Import the ready-made template Intermediate, about 5 min to set up

From FluentCRM	To FluentCRM
Contact first name	Prompt: name
Company name	Prompt: company
Source	Prompt: how they found you
Generated text	Note description
Contact ID	Note: contact

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

OpenAI has no triggers in FlowMattic, so each workflow starts from a FluentCRM event or a Schedule. FlowMattic runs are unlimited, but OpenAI bills each request to your own API account.
AI text can be wrong. Save it as a note or a template first, or add Human in the Loop before Send Email to Contact, until you trust the prompt.
Contact Custom Fields Updated runs on every change to those fields. Add a Filter on the field you care about so unrelated edits do not call OpenAI.

FluentCRM

Integration page

Triggers (20)

New Contact CreatedTriggers when a new contact is created in FluentCRM.
Contact UpdatedTriggers when a contact is updated in FluentCRM.
Contact Custom Fields UpdatedTriggers when a contact custom field is updated in FluentCRM.
Contact Added to ListsTriggers when a contact is added to one or more lists in FluentCRM.
Contact Removed From ListsTriggers when a contact is removed from one or more lists in FluentCRM.
Contact Added to TagsTriggers when a contact is added to one or more tags in FluentCRM.
Contact Removed From TagsTriggers when a contact is removed from one or more tags in FluentCRM.
Contact Status Change to SubscribedTriggers when contact status is changed to subscribed
Contact Status Change to UnsubscribedTriggers when a contact is unsubscribed from a list in FluentCRM.
Company CreatedTriggers when a new company is created in FluentCRM.
Company UpdatedTriggers when a company is updated in FluentCRM.
Company DeletedTriggers when a company is deleted in FluentCRM.
Company Assigned to ContactTriggers when a company is assigned to a contact in FluentCRM.
Company Unassigned from ContactTriggers when a company is unassigned from a contact in FluentCRM.
Email OpenedTriggers when a contact opens an email for first time.
Email ClickedTriggers when a contact clicks a link in an email.
Email UnsubscribedTriggers when a contact unsubscribes via email.
Contact DeletedTriggers when a contact is deleted from FluentCRM.
Email BouncedTriggers when an email bounces for a contact.
Campaign SentTriggers when a campaign has finished sending all emails and is archived

Actions (51)

Create or Update ContactCreates a new contact or updates an existing contact in FluentCRM based on email address.
Create ContactCreates a new contact in FluentCRM.
Get Contact by EmailRetrieves a contact from FluentCRM by their email address.
Get Contact by Contact IDRetrieves a contact from FluentCRM by their contact ID.
Get Contact by User IDRetrieves a contact from FluentCRM by their user ID.
Get Contact by Tag IDsRetrieves contacts from FluentCRM by one or more tag IDs.
Get Contact by List IDsRetrieves contacts from FluentCRM by one or more list IDs.
Get Contact by StatusRetrieves contacts from FluentCRM by their subscription status.
Get Contact by SegmentRetrieves contacts from FluentCRM by a specific segment.
Add Note to ContactAdds a note to an existing contact in FluentCRM.
Get Contact NotesRetrieves all notes for a specific contact in FluentCRM.
Add Event to ContactAdds an event to an existing contact in FluentCRM.
Add Lists to ContactAdds one or more lists to an existing contact in FluentCRM.
Remove Lists From ContactRemoves one or more lists from an existing contact in FluentCRM.
Add Tags to ContactAdds one or more tags to an existing contact in FluentCRM.
Remove Tags From ContactRemoves one or more tags from an existing contact in FluentCRM.
Create or Update TagCreates a new tag or updates an existing tag in FluentCRM.
Create ListCreates a new contact list in FluentCRM for organizing subscribers.
Create or Update CompanyCreates a new company or updates an existing company in FluentCRM based on company name.
Create CompanyCreates a new company in FluentCRM.
Update CompanyUpdates an existing company in FluentCRM.
Delete CompanyPermanently removes a company from FluentCRM.
Assign Company to ContactAssigns an existing company to a contact in FluentCRM.
Remove Company from ContactRemoves an existing company from a contact in FluentCRM.
Add Note to CompanyAdds a note to an existing company in FluentCRM.
Get Company NotesRetrieves all notes for a specific company in FluentCRM.
List Email TemplatesRetrieves a list of email templates from FluentCRM.
Create Email TemplateCreates a FluentCRM email template using a FlowMattic email template. The processed HTML from FlowMattic will be used for the FluentCRM template.
Update Email TemplateUpdates an existing email template in FluentCRM.
Create CampaignCreates a new email campaign in FluentCRM with specified settings and content.
Delete CampaignPermanently removes an email campaign from FluentCRM.
List SequencesRetrieves a list of email sequences from FluentCRM.
Create SequenceCreates a new email sequence (automation funnel) in FluentCRM with trigger settings.
Add Email to SequenceAdds a new email to an existing sequence in FluentCRM.
Add Subscriber to SequenceEnrolls a contact into an existing email sequence in FluentCRM.
Delete SequencePermanently removes an email sequence from FluentCRM.
Remove Subscriber from SequenceUnenrolls a contact from an existing email sequence in FluentCRM.
Send Email to ContactSends an email to a contact in FluentCRM.
Send Email by TemplateSends an email to a contact using a specific template in FluentCRM.
Send Email by CampaignSends an email to a contact using a specific campaign in FluentCRM.
Get Contacts Who Opened EmailRetrieves a list of contacts who opened an email from specific campaign in FluentCRM.
Get Contacts Who Clicked EmailRetrieves a list of contacts who clicked on an email from specific campaign in FluentCRM.
Get Contacts Who Unsubscribed from EmailRetrieves a list of contacts who unsubscribed from an email from specific campaign in FluentCRM.
Get Contacts Who Did Not Open EmailRetrieves a list of contacts who did not open an email from specific campaign in FluentCRM.
Add Purchase to ContactAdds purchase/order data to a FluentCRM contact from any source (EDD, WooCommerce, custom plugins). Enables purchase-based segmentation and automation.
Delete ContactPermanently removes a contact from FluentCRM.
Update Contact StatusUpdates the subscription status of a contact (subscribed, unsubscribed, pending, bounced).
Get All ListsRetrieves all available contact lists from FluentCRM.
Get All TagsRetrieves all available contact tags from FluentCRM.
Delete TagPermanently removes a tag from FluentCRM.
Delete ListPermanently removes a contact list from FluentCRM.

OpenAI (ChatGPT)

Integration page

Actions (10)

Generate ContentGenerate content based on the prompt provided
Generate ImageGenerate image based on the prompt provided
Ask Chat GPTAsk anything to Chat GPT ;)
Generate Text to SpeechGenerates audio from the input text
Create TranscriptionTranscribes audio into the input language
Create TranslationTranslate the given audio to english
Create ModerationClassifies if text violates OpenAI's Content Policy
Analyze ImageAsks a vision model a question about an image given by URL
Create Voice ConsentRecords permission to clone a voice from a consent recording, the first step of a custom voice
Create VoiceCreates a custom voice from an audio sample and a consent id, usable in Generate Text to Speech

Why run this pair with FlowMattic

FluentCRM and OpenAI (ChatGPT) connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Contact data goes only where you send it

FluentCRM data stays in your WordPress database and only the fields you put in the prompt are sent to OpenAI, from your own server.

No extra fee per contact

FlowMattic does not charge per run, so the only cost of an AI note is the OpenAI usage on your own key.

AI output lands inside FluentCRM

Notes, tags, templates and emails are written back into FluentCRM, so your team reads the result where they already work.

Common questions

Can ChatGPT write emails for FluentCRM contacts?

Yes. Generate Content writes the text from a prompt that includes the contact's fields, and FluentCRM Send Email to Contact sends it. Start with a note or Human in the Loop step until you are happy with the wording.

Which OpenAI account do I need?

An OpenAI API key from the OpenAI platform with billing set up. A ChatGPT Plus subscription on its own does not include API access.

Can OpenAI decide which tags a contact gets?

Yes. Ask Chat GPT to answer with one word from a list you give, then use a Router with one path per answer, each running Add Tags to Contact with the matching tag.

Does every contact's data go to OpenAI?

Only the fields you place in the prompt, and only for the contacts that reach that step. Add a Filter before the OpenAI step to limit it to certain lists or tags.

Can I use this on contacts I already have?

Yes. Run a Schedule workflow with Get Contact by Tag IDs or Get Contact by List IDs, loop over the results with Iterator and send each one through the OpenAI and note steps.

Did not find your answer? You can browse the help center or ask us directly.

Start automating FluentCRM and OpenAI (ChatGPT)

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. FluentCRM integration 2.1.1, OpenAI (ChatGPT) integration 2.3.0.