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FluentCRM

With FluentCRM modules in Ibexa Connect, 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 Ibexa Connect

To connect FluentCRM app:

  1. Log in to your Ibexa Connect, insert a FluentCRM module scenario, and click the Add button next to the Connection field.

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  2. In the Connection name field, enter a name for the connection.

  3. In the Domain field, enter your FluentCRM WordPress domain. For example, test.example.com.

  4. In the Username field, enter your FluentCRM account login.

  5. In the Application Password field, enter your application password created at Users > Profile > Application Password.

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  6. 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.

Limit Set the maximum number of contacts Ibexa Connect 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.

Contact ID Select or map the Contact ID whose details you want to retrieve.

Create a New Contact

Creates a new contact.

For field descriptions, see the FluentCRM Contacts API reference.

Delete a Contact

Deletes a specific contact or multiple contacts.

Contact ID Select or map the Contact ID you want to delete.

Update a Contact

Updates a specific contact.

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.

Limit Set the maximum number of lists Ibexa Connect will return during one execution cycle. The default value is 10.

Create a New List

Creates a new list.

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

Update a List

Updates a specific list.

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.

List ID Select or map the List ID you want to delete.

Tags

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

Create a New Tag

Creates a new tag.

For the field descriptions, see FluentCRM Tag API reference.

Search Tags

Searches for specific tags or lists all of them.

Limits Set the maximum number of tags Ibexa Connect will return during one execution cycle. The default value is 10.

Update a Tag

Updates a specific tag.

Tag ID Select or map the Tag ID whose details you want to update.

For the field descriptions, see FluentCRM Tag API reference.

Delete a Tag

Deletes a specific tag.

Tag ID Select or map the Tag 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.

Limit Set the maximum number of campaigns Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Campaign

Deletes a specified campaign.

Campaign ID Select or map the Campaign ID you want to delete.

Send a Campaign

Sends a campaign

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.

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

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

In our example, 129 subscribers were returned:

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