Give FluentCRM an assistant that reads each contact and does the small thinking your team keeps putting off: a profile note, the right tag, a first draft of a reply. The agent runs inside a FlowMattic workflow on your WordPress site, starts from a FluentCRM event or a schedule, and writes its answer straight back to the contact.
20 triggers 52 actions 6 example workflows 24 ready-made templates Unlimited runs
When this happens in FluentCRM20 triggers
Do this in AI Agents1 action
1. TriggerNew Contact Created2. ActionExecute AgentWhen FluentCRM fires New Contact Created, FlowMattic runs Execute Agent in AI Agents with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
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.
The agent reads the fields a new contact arrives with, such as company, source and message, and leaves a note on the record saying who they are and what to do next.
New Contact CreatedExecute AgentAdd Note to Contact
Tagging a contact for a demo asks the agent for a personal email. A person reads the draft in Human in the Loop before FluentCRM sends it, so nothing goes out unchecked.
Contact Added to TagsExecute AgentHuman in the LoopSend Email to Contact
When someone clicks a link in a campaign, the agent reads the URL and picks an interest tag from your list, so later sends go to people who showed that interest.
Email ClickedExecute AgentAdd Tags to Contact
A landing page on another platform posts to a FlowMattic webhook. The agent tidies the answers and decides the lead type, then the contact is created and tagged to match.
WebhookExecute AgentCreate or Update ContactAdd Tags to Contact
Once a week, fetch the contacts who did not open a campaign, loop over them and let the agent write a shorter, more personal version for each before FluentCRM sends it.
ScheduleGet Contacts Who Did Not Open EmailIteratorExecute AgentSend Email to Contact
B2B teams that track companies in FluentCRM get a note on each new company with what the business does and the questions worth asking on a first call.
Company CreatedExecute AgentAdd Note to Company
At the end, every contact FluentCRM creates gets a note written by your agent within the same workflow run.
Under Connects, add the AI provider the agent will use. The AI Agents app supports OpenAI, Anthropic, Google Gemini, Mistral and several others.
Create a workflow with the FluentCRM New Contact Created trigger, then add a test contact so FlowMattic captures its fields.
Add AI Agents with Execute Agent. Write the goal in plain words, for example a three-line profile and one suggested next step, and pass in the contact fields.
Add FluentCRM Add Note to Contact, map the contact's email and the agent's answer, test the step and switch the workflow on.
1. Trigger in FluentCRM
New Contact Created
2. Action in AI Agents
Execute Agent
3. Action in FluentCRM
Add Note to Contact
Fields mapped from the earlier steps (a typical setup)
| From FluentCRM | To FluentCRM |
|---|---|
| Contact email | Contact to update |
| Agent response | Note description |
| Contact source | Agent input |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
AI Agents and FluentCRM connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
FluentCRM and FlowMattic both live in your WordPress install, so contact details only leave it for the AI provider you choose.
Workflow runs are unlimited, so a busy list that creates hundreds of contacts a day costs the same in FlowMattic as a quiet one. Your AI provider bills its own usage.
One workflow can use a cheap fast model for tagging and another a stronger model for customer drafts, each with its own connection.
The AI Agents app works with OpenAI, Anthropic, Google Gemini, Mistral, xAI, Groq, DeepSeek, Perplexity and OpenRouter. You add the provider under Connects and choose it in the Execute Agent step.
It drafts the text, and a FluentCRM Send Email to Contact step sends it. If you want a person to check every draft first, add Human in the Loop between the two steps.
Any FluentCRM trigger, such as a new contact, a tag added, an email opened or clicked, or a company created. A Schedule or a Webhook from another tool can also start it.
Yes. Give it your list of tag names in the goal and ask it to answer with one of them only. Map that answer into Add Tags to Contact.
No. FluentCRM automations keep running as they do now. These workflows add a thinking step where a fixed rule is not enough, and they can tag a contact so a FluentCRM automation picks it up.
Did not find your answer? You can browse the help center or ask us directly.
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FluentCRM and MemberPress4 shared templatesInstall FlowMattic, connect both accounts and import a template. Every run stays on your own server.
30-day money-back guarantee Unlimited workflows and runs Self-hosted
Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. AI Agents integration 1.0, FluentCRM integration 2.1.1.