FluentCRM

With FluentCRM modules in Make, you can:

create, update, retrieve, search, and delete contacts
create, update, search, and delete lists
create, update, search, and delete tags
send, search, and delete campaigns

To get started with FluentCRM, create an account at fluentcrm.com

Connect FluentCRM to Make

To connect FluentCRM app:

Log in to your Make, insert a FluentCRM module scenario, and click the Add button next to the Connection field.
In the Connection name field, enter a name for the connection.
In the Domain field, enter your FluentCRM WordPress domain. For example, test.example.com.
In the Username field, enter your FluentCRM account login.
In the Application Password field, enter your application password created at Users > Profile > Application Password.
Click Save.

You have successfully established the connection. You can now begin editing scenarios and adding more FluentCRM modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

Contacts

You can create, update, retrieve, search, and delete contacts using the following modules.

Search Contacts

Searches for specific contacts or lists all of them.

Connection	Establish a connection to your FluentCRM account.
Limit	Set the maximum number of contacts Make will return during one execution cycle. The default value is 10.

See FluentCRM Contacts API reference for entering the field values to search the contacts that match the specified value.

Get a Contact

Returns a specific contact.

Connection	Establish a connection to your FluentCRM account.
Contact ID	Select or map the Contact ID whose details you want to retrieve.

Create a New Contact

Creates a new contact.

Connection

Establish a connection to your FluentCRM account.

For field descriptions, see the FluentCRM Contacts API reference.

Delete a Contact

Deletes a specific contact or multiple contacts.

Connection	Establish a connection to your FluentCRM account.
Contact ID	Select or map the Contact ID you want to delete.

Update a Contact

Updates a specific contact.

Connection	Establish a connection to your FluentCRM account.
Contact ID	Select or map the Contact ID whose details you want to update.

For field descriptions, see the FluentCRM Contacts API reference.

Lists

You can create, update, search, and delete lists using the following modules.

Search Lists

Searches for specific lists or lists all of them.

Connection	Establish a connection to your FluentCRM account.
Limit	Set the maximum number of lists Make will return during one execution cycle. The default value is 10.

Create a New List

Creates a new list.

Connection

Establish a connection to your FluentCRM account.

For the field descriptions, see the FluentCRM List API Reference.

Update a List

Updates a specific list.

Connection	Establish a connection to your FluentCRM account.
List ID	Select or map the List ID whose details you want to update.

For the field descriptions, see the FluentCRM List API reference.

Delete a List

Deletes a specific list.

Connection	Establish a connection to your FluentCRM account.
List ID	Select or map the List ID you want to delete.

Campaign

You can send, search, and delete campaigns using the following modules.

Search Campaigns

Searches for specific campaigns or lists all of them.

Connection	Establish a connection to your FluentCRM account.
Limit	Set the maximum number of campaigns Make will return during one execution cycle. The default value is 10.

Delete a Campaign

Deletes a specified campaign.

Connection	Establish a connection to your FluentCRM account.
Campaign ID	Select or map the Campaign ID you want to delete.

Send a Campaign

Sends a campaign

Connection	Establish a connection to your FluentCRM account.
Campaign Title	Enter the campaign name.
Email Subject	Enter the campaign email's subject line.
Email Body	Enter the campaign email's message text.
From Name	Enter the name that appears in the From field of the campaign email.
From Email	Enter the email address from which you want to send the campaign.
Subscribers	Select Lists and Tags that you want to send emails for this campaign. You can create multiple rows to send to all of them. By default, sends to all.
Excluded Subscribers	Select Lists and Tags that you want to exclude from this campaign. Excluded contacts will be subtracted from your included selection.
Scheduled At	Enter the date and time at which you want to send the email. To send the campaign immediately, leave this field blank. See the list of supported date and time formats.

Others

You can call APIs using the following module.

Make an API Call

Performs an arbitrary authorized API call.

Note

For the list of available endpoints, refer to the FluentCRM API documentation.

Connection	Establish a connection to your FluentCRM account.
URL	Enter a path relative to `https://your_domain/wp-json/fluent-crm`. For example, `/v2/subscribers`.
Method	GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of use - SEARCH SUBSCRIBERS

The following API call returns all the subscribers from your account.

URL: /v2/subscribers

Method: GET

The search matches can be found in the module's Output under Bundle > Body > subscribers > data.

In our example, 129 subscribers were returned:

In this section: