FluentCRM
With FluentCRM modules in Make, you can manage your contacts, lists, tags, and campaigns.
To use the FluentCRM modules, you must have a FluentCRM account. You can create an account at fluentcrm.com
Refer to the FluentCRM API documentation for a list of available endpoints.
Connect FluentCRM to Make
You can establish a connection between FluentCRM and Make using either your login credentials or the WordPress Make Connector plugin.
Connect FluentCRM using login credentials
To establish the connecting using your login credentials:
Log in to your Make account, add a FluentCRM module to your scenario, and click Create a connection.
In the Connection type dropdown, select FluentCRM.
Optional: In the Connection name field, enter a name for the connection.
In the Domain field, enter your FluentCRM WordPress URL or domain name. For example,
https://my-wordpress-site.comormy-wordpress-site.com. If you do not includehttp://orhttps://, we will automatically addhttps://for you.In the Username field, enter your FluentCRM account login.
In the Application Password field, enter the application password created in your WordPress account at Users > Profile > Application Password.
Click Save.
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more FluentCRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Connect FluentCRM using the Make Connector
Note
You must have the Wordpress Make Connector plugin downloaded in your WordPress account in order to establish this connection.
To establish the connection using the Make Connector:
Log in to your WordPress account with the Make Connector plugin downloaded.
In the left sidebar, click on the Make plugin.
Copy the API Key value. You will use this key in the API Key field in Make.
Log in to your Make account, add a FluentCRM module to your scenario, and click Create a connection.
In the Connection type dropdown, select FluentCRM Make Connector.
Optional: In the Connection name field, enter a name for the connection.
In the Wordpress REST API base URL field, enter your base URL or domain name in the following format:
https://yourdomain.com/wp-json/oryourdomain.com/wp-json/. If you do not includehttp://orhttps://, we will automatically addhttps://for you.In the API Key field, enter the API key copied in Step 3.
Click Save.
If prompted, authenticate your account and confirm access.
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.
Build FluentCRM Scenarios
Contacts
Searches for specific contacts or lists all of them.
Connection | |
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.
Returns a specific contact.
Connection | |
Subscriber ID | Select or map the subscriber's ID whose details you want to retrieve. |
Meta Properties | Select or map additional meta properties to return. |
Creates a new contact.
For field descriptions, see the FluentCRM Contacts API reference.
Deletes a specific contact or multiple contacts.
Connection | |
Subscriber ID | Select or map the subscriber ID you want to delete. |
Updates a specific contact.
Connection | |
Contact ID | Select or map the subscriber ID whose details you want to update. |
For field descriptions, see the FluentCRM Contacts API reference.
Lists
Searches for specific lists or lists all of them.
Connection | |
Search | Enter the value to search for. |
Sort By | Select or map whether to sort by ID or title. |
Sorting Order | Select or map whether to sort the list in ascending or descending order. |
Limit | Set the maximum number of lists Make will return during one execution cycle. The default value is 10. |
Creates a new list.
For the field descriptions, see the FluentCRM List API Reference.
Updates a specific list.
Connection | |
List ID | Select or map the List ID whose details you want to update. |
For the field descriptions, see the FluentCRM List API reference.
Deletes a specific list.
Connection | |
List ID | Select or map the List ID you want to delete. |
Tags
Creates a new tag.
For the field descriptions, see FluentCRM Tag API reference.
Searches for specific tags or lists all of them.
Connection | |
Search | Enter the value to search for. |
Sort By | Select or map whether to sort by ID or title. |
Sorting Order | Select or map whether to sort the list in ascending or descending order. |
Limits | Set the maximum number of tags Make will return during one execution cycle. The default value is 10. |
Updates a specific tag.
Connection | |
Tag ID | Select or map the Tag ID whose details you want to update. |
For the field descriptions, see FluentCRM Tag API reference.
Deletes a specific tag.
Connection | |
Tag ID | Select or map the Tag ID you want to delete. |
Campaign
Searches for specific campaigns or lists all of them.
Connection | |
Search | Enter the value to search for. |
Campaign Status | Add or map campaign statuses to filter the list by. |
Limit | Set the maximum number of campaigns Make will return during one execution cycle. The default value is 10. |
Deletes a specified campaign.
Connection | |
Campaign ID | Select or map the Campaign ID you want to delete. |
Sends a campaign
Connection | |
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 or map 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 or map 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. |
Others
Performs an arbitrary authorized API call.
Note
For the list of available endpoints, refer to the FluentCRM API documentation.
Connection | |
URL | Enter a path relative to |
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:
