FluentCRM integration with your favorite apps using FlowMattic

Supported triggers and actions in FluentCRM

Workflow is a set of actions. Trigger is an event that starts the workflow, and an action is an event that is executed by workflow to sync data with your app.

Triggers

When this happens..

New Contact Created
Triggers when a new contact is created in FluentCRM.
Contact Updated
Triggers when a contact is updated in FluentCRM.
Contact Custom Fields Updated
Triggers when a contact custom field is updated in FluentCRM.
Contact Added to Lists
Triggers when a contact is added to one or more lists in FluentCRM.
Contact Removed From Lists
Triggers when a contact is removed from one or more lists in FluentCRM.
Contact Added to Tags
Triggers when a contact is added to one or more tags in FluentCRM.
Contact Removed From Tags
Triggers when a contact is removed from one or more tags in FluentCRM.
Contact Status Change to Subscribed
Triggers when contact status is changed to subscribed
Contact Status Change to Unsubscribed
Triggers when a contact is unsubscribed from a list in FluentCRM.
Company Created
Triggers when a new company is created in FluentCRM.
Company Updated
Triggers when a company is updated in FluentCRM.
Company Deleted
Triggers when a company is deleted in FluentCRM.
Company Assigned to Contact
Triggers when a company is assigned to a contact in FluentCRM.
Company Unassigned from Contact
Triggers when a company is unassigned from a contact in FluentCRM.
Email Opened
Triggers when a contact opens an email for first time.
Email Clicked
Triggers when a contact clicks a link in an email.
Email Unsubscribed
Triggers when a contact unsubscribes via email.
Contact Deleted
Triggers when a contact is deleted from FluentCRM.
Email Bounced
Triggers when an email bounces for a contact.
Campaign Sent
Triggers when a campaign has finished sending all emails and is archived

Actions

Do this..

Create or Update Contact
Creates a new contact or updates an existing contact in FluentCRM based on email address.
Create Contact
Creates a new contact in FluentCRM.
Get Contact by Email
Retrieves a contact from FluentCRM by their email address.
Get Contact by Contact ID
Retrieves a contact from FluentCRM by their contact ID.
Get Contact by User ID
Retrieves a contact from FluentCRM by their user ID.
Get Contact by Tag IDs
Retrieves contacts from FluentCRM by one or more tag IDs.
Get Contact by List IDs
Retrieves contacts from FluentCRM by one or more list IDs.
Get Contact by Status
Retrieves contacts from FluentCRM by their subscription status.
Get Contact by Segment
Retrieves contacts from FluentCRM by a specific segment.
Add Note to Contact
Adds a note to an existing contact in FluentCRM.
Get Contact Notes
Retrieves all notes for a specific contact in FluentCRM.
Add Event to Contact
Adds an event to an existing contact in FluentCRM.
Add Lists to Contact
Adds one or more lists to an existing contact in FluentCRM.
Remove Lists From Contact
Removes one or more lists from an existing contact in FluentCRM.
Add Tags to Contact
Adds one or more tags to an existing contact in FluentCRM.
Remove Tags From Contact
Removes one or more tags from an existing contact in FluentCRM.
Create or Update Tag
Creates a new tag or updates an existing tag in FluentCRM.
Create List
Creates a new contact list in FluentCRM for organizing subscribers.
Create or Update Company
Creates a new company or updates an existing company in FluentCRM based on company name.
Create Company
Creates a new company in FluentCRM.
Update Company
Updates an existing company in FluentCRM.
Delete Company
Permanently removes a company from FluentCRM.
Assign Company to Contact
Assigns an existing company to a contact in FluentCRM.
Remove Company from Contact
Removes an existing company from a contact in FluentCRM.
Add Note to Company
Adds a note to an existing company in FluentCRM.
Get Company Notes
Retrieves all notes for a specific company in FluentCRM.
List Email Templates
Retrieves a list of email templates from FluentCRM.
Create Email Template
Creates a FluentCRM email template using a FlowMattic email template. The processed HTML from FlowMattic will be used for the FluentCRM template.
Update Email Template
Updates an existing email template in FluentCRM.
Create Campaign
Creates a new email campaign in FluentCRM with specified settings and content.
Delete Campaign
Permanently removes an email campaign from FluentCRM.
List Sequences
Retrieves a list of email sequences from FluentCRM.
Create Sequence
Creates a new email sequence (automation funnel) in FluentCRM with trigger settings.
Add Email to Sequence
Adds a new email to an existing sequence in FluentCRM.
Add Subscriber to Sequence
Enrolls a contact into an existing email sequence in FluentCRM.
Delete Sequence
Permanently removes an email sequence from FluentCRM.
Remove Subscriber from Sequence
Unenrolls a contact from an existing email sequence in FluentCRM.
Send Email to Contact
Sends an email to a contact in FluentCRM.
Send Email by Template
Sends an email to a contact using a specific template in FluentCRM.
Send Email by Campaign
Sends an email to a contact using a specific campaign in FluentCRM.
Get Contacts Who Opened Email
Retrieves a list of contacts who opened an email from specific campaign in FluentCRM.
Get Contacts Who Clicked Email
Retrieves a list of contacts who clicked on an email from specific campaign in FluentCRM.
Get Contacts Who Unsubscribed from Email
Retrieves a list of contacts who unsubscribed from an email from specific campaign in FluentCRM.
Get Contacts Who Did Not Open Email
Retrieves a list of contacts who did not open an email from specific campaign in FluentCRM.
Add Purchase to Contact
Adds purchase/order data to a FluentCRM contact from any source (EDD, WooCommerce, custom plugins). Enables purchase-based segmentation and automation.
Delete Contact
Permanently removes a contact from FluentCRM.
Update Contact Status
Updates the subscription status of a contact (subscribed, unsubscribed, pending, bounced).
Get All Lists
Retrieves all available contact lists from FluentCRM.
Get All Tags
Retrieves all available contact tags from FluentCRM.
Delete Tag
Permanently removes a tag from FluentCRM.
Delete List
Permanently removes a contact list from FluentCRM.

Connect FluentCRM to 326+ Apps

Workflow Examples

Workflow Name	Applications
When a form submission received, create a new contact and add the subscriber to sequence in FluentCRM
When a purchase is made in SureCart, record the purchase in FluentCRM contact
When a campaign is sent, after a week, get all the contacts not opened the email and add them to a new list
Create new email template in FluentCRM from the FlowMattic's Email Templates
When a new contact is added to FluentCRM, create a new WordPress user
When form submission is received in Contact Form 7, create a new contact in FluentCRM and add new row in Google Spreadsheet
When contact status is changed to subscribed in FluentCRM, add member to list in MailChimp and create a new customer in Pabbly Subscriptions
When a tag is added to the contact in FluentCRM, update the user post meta in WordPress and add the tag to the user in Mailchimp
When new submission received in Typeform, create a new contact in FluentCRM
When new contact is created in Freshdesk, get the contact by email in FluentCRM, and add details to Google Spreadsheet
When new customer is created in WooCommerce, create a new contact in FluentCRM
When a form submission received in Fluent Forms, create a new contact in FluentFRM with certain tags

Connect FluentCRM With The Following
WordPress Plugins And 3rd Party Apps

FunnelKit Automations ( Autonami )

FluentCRM integration changelog

v2.0.0 – 19 September, 2025

# New Triggers
– Company Created
– Company Updated
– Company Deleted
– Company Assigned to Contact
– Company Unassigned from Contact
– Email Opened
– Email Clicked
– Email Unsubscribed
– Contact Deleted
– Email Bounced

# New Actions
– Create Contact
– Add Note to Contact
– Get Contact Notes
– Create or Update Company
– Create Company
– Add Note to Company
– Get Company Notes
– Update Company
– Assign Company to Contact
– Remove Company from Contact
– List Sequences
– Add Email to Sequence
– List Email Templates
– Send Email by Template
– Send Email to Contact
– Send Email by Campaign
– Add Event to Contact
– Update Email Template
– Get Contacts Who Opened Email
– Get Contacts Who Clicked Email
– Get Contacts Who Unsubscribed from Email
– Get Contacts Who Did Not Open Email
– Create Email Template
– Create Campaign
– Create Sequence
– Create List
– Add Subscriber to Sequence
– Add Purchase to Contact
– Delete Contact
– Update Contact Status
– Get All Lists
– Get All Tags
– Delete Tag
– Delete List
– Delete Company
– Remove Subscriber from Sequence
– Delete Campaign
– Delete Sequence

# Improved
– Added Lists and Tags to the Get Contact actions
– Added request payload to all the actions for access in Task History
– Added request payload tracking to all remaining actions for better debugging in Task History
– Enhanced error handling with try-catch blocks and detailed error messages

# Fixes
– Workflow having contact updated trigger was executing multiple times if the same contact is updated in workflow (improved loop prevention)

v1.3.2 – 28 March, 2025
– Improved: Create/Update contact action can now use multiple Lists in single action step
– Improved: Create/Update contact action can now use multiple Tags in single action step
– Fix: Multiple lists/tags in the triggers now work fine

v1.3.1 – 24 Jan. 2025
– Fix: Compatibility with v5 workflow builder

v1.3.0 – 19 Jul. 2024
– New: Option to get all contacts in array for Get contacts by Tags, Lists and Status actions
– New: Contacts response for Get contacts by Tags, Lists and Status actions will now include the custom fields

v1.2.0 – 2 March, 2023
– New: Custom fields can be retrieved for get contact by email, Contact ID, and User ID actions
– Improved: Custom fields update now only update the fields with values provided
– Fix: PHP error on workflow admin screen, when FluentCRM is not active but integration is installed

v1.1.0 – 5 Sept. 2022
– New: Added an option to set the contact custom fields while creating or updating contact
– New: Added lists and tags in the dynamic tag dropdown for easy search
– New: Added an option to select tags for tags added to contact trigger
– New: Added an option to select tags for tags removed from contact trigger
– New: Added an option to select lists for lists added to contact trigger
– New: Added an option to select lists for lists removed from contact trigger
– New: Added an option to set tags while creating new contact
– New: Added an option to set lists while creating new contact

FluentCRM

Supported triggers and actions in FluentCRM

When this happens..

New Contact Created

Contact Updated

Contact Custom Fields Updated

Contact Added to Lists

Contact Removed From Lists

Contact Added to Tags

Contact Removed From Tags

Contact Status Change to Subscribed

Contact Status Change to Unsubscribed

Company Created

Company Updated

Company Deleted

Company Assigned to Contact

Company Unassigned from Contact

Email Opened

Email Clicked

Email Unsubscribed

Contact Deleted

Email Bounced

Campaign Sent

Do this..

Create or Update Contact

Create Contact

Get Contact by Email

Get Contact by Contact ID

Get Contact by User ID

Get Contact by Tag IDs

Get Contact by List IDs

Get Contact by Status

Get Contact by Segment

Add Note to Contact

Get Contact Notes

Add Event to Contact

Add Lists to Contact

Remove Lists From Contact

Add Tags to Contact

Remove Tags From Contact

Create or Update Tag

Create List

Create or Update Company

Create Company

Update Company

Delete Company

Assign Company to Contact

Remove Company from Contact

Add Note to Company

Get Company Notes

List Email Templates

Create Email Template

Update Email Template

Create Campaign

Delete Campaign

List Sequences

Create Sequence

Add Email to Sequence

Add Subscriber to Sequence

Delete Sequence

Remove Subscriber from Sequence

Send Email to Contact

Send Email by Template

Send Email by Campaign

Get Contacts Who Opened Email

Get Contacts Who Clicked Email

Get Contacts Who Unsubscribed from Email

Get Contacts Who Did Not Open Email

Add Purchase to Contact

Delete Contact

Update Contact Status

Get All Lists

Get All Tags

Delete Tag

Delete List

Workflow Examples

When a form submission received, create a new contact and add the subscriber to sequence in FluentCRM

When a purchase is made in SureCart, record the purchase in FluentCRM contact

When a campaign is sent, after a week, get all the contacts not opened the email and add them to a new list

Create new email template in FluentCRM from the FlowMattic's Email Templates

Connect FluentCRM With The Following
WordPress Plugins And 3rd Party Apps