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Data Operations & Sync · Data Ops

AI agent that checks for duplicate contacts before adding them

Before adding a contact, an AI agent looks up whether they already exist, updates the record or creates a new one accordingly, and notes what it did.

Fluent FormsFluent Forms AI AgentAI Agent FluentCRMFluentCRM SlackSlack
~8 min setup used by 1.5k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Fluent Forms → AI Agent → FluentCRM
5 steps
Fluent Forms
TRIGGER
Fluent Forms · New Form Submission
The workflow starts automatically when a new form submission is received in Fluent Forms. FlowMattic captures that data for the steps below.
AI Agent
ACTION
AI Agent · Execute Agent
An AI agent reads the incoming data and decides what to do on its own, choosing from its tools (FluentCRM, Slack) to complete the task. Connect an AI provider on import.
FluentCRM
TOOL
FluentCRM · Get Contact by Email
A tool the AI agent can call — FluentCRM — retrieves a contact from FluentCRM by their email address. The agent uses it only when the task needs it; connect your FluentCRM account on import.
FluentCRM
TOOL
FluentCRM · Create or Update Contact
A tool the AI agent can call — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. The agent uses it only when the task needs it; connect your FluentCRM account on import.
Slack
TOOL
Slack · Send Channel Message
A tool the AI agent can call — Slack — post or Schedule a new message to a specific #channel. The agent uses it only when the task needs it; connect your Slack account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.