Connect 5pm and Fluentcrm

Both apps 425pm 28Fluentcrm 14

• Trigger
  New Progress

  Triggers when a new task progress is created.

• Trigger
  New Project

  Fires when a new project is created in 5pm.

• Trigger
  New Task

  Triggers when a new support task is created.

• Trigger
  New User

  Triggers when a new support user is created.

• Trigger
  Updated Project

  Fires when a project is updated in 5pm.

• Trigger
  Updated Task

  Triggers when a new support task is updated.

• Trigger
  Updated User

  Triggers when a new support user is updated.

• Action
  Add Task Progress

  Add Task Progress (progress in percent and house down).

• Action
  Add User

  Create a new user in the 5pm account (UsersService add).

• Action
  Create Note

  Creates a new note in task.

• Action
  Create Project

  Creates a new project.

• Action
  Create Task
• Action
  Delete Note

  Remove an activity note/progress message (ActivityService remove).

• Action
  Delete Project

  Remove a project (ProjectsService remove).

• Action
  Delete Task

  Remove a task from a 5pm project (TasksService remove).

• Action
  Delete User

  Remove a user from the account (UsersService remove).

• Action
  Find Project by Id

  Retrieve a single project by its id (ProjectsService getById).

• Action
  Find Task

  Finds a task in the application.

• Action
  Find Task by Id

  Finds a task by Id in the application.

• Action
  Find User by Email

  Retrieve a user by their email address (UsersService getByEmail).

• Action
  Find User by Id

  Finds a user by Id in the system.

• Action
  List Notes

  List activity notes/progress messages on a task (ActivityService getList).

• Action
  List Projects

  List all projects in the account (ProjectsService getAll/getList).

• Action
  List Users

  List all users in the account (UsersService getAll).

• Action
  Update Note

  Update an activity note/progress message (ActivityService update).

• Action
  Update Project

  Update a project's fields (ProjectsService update).

• Action
  Update Task

  Update task in the application.

• Action
  Update User

  Update a user's fields (UsersService update).

• Trigger
  New Contact

  Triggers when a new contact is added to FluentCRM, optionally only for a given tag, list or status.

• Action
  Add Note to Contact

  Adds a note to a FluentCRM contact, with a title, description, note type and optional date.

• Action
  Create Contact

  Creates a new contact in FluentCRM, optionally adding them to tags and lists.

• Action
  Create List

  Creates a new contact list in FluentCRM and returns it.

• Action
  Create Tag

  Creates a new tag in FluentCRM that you can use to organise contacts.

• Action
  Delete Contact

  Permanently deletes a contact and all of its associated data from FluentCRM.

• Action
  Find Contacts

  Finds FluentCRM contacts matching a search term (name, email or other contact details), optionally narrowed by tag, list, status or company.

• Action
  Get Contact

  Returns one FluentCRM contact by its ID or email address, including its tags, lists and custom field values.

• Action
  List Contact Notes

  Returns the notes recorded on a FluentCRM contact, optionally filtered by note title.

• Action
  List Lists

  Returns all contact lists in FluentCRM, optionally filtered by a search term and sorted.

• Action
  List Tags

  Returns the tags defined in your FluentCRM account, optionally filtered by a search term and sorted.

• Action
  Send Double Opt-in Email

  Sends a double opt-in confirmation email to a contact who is not yet subscribed.

• Action
  Track Event

  Records a custom event on a FluentCRM contact, or increments its counter if the same event was already tracked for that contact.

• Action
  Update Contact

  Updates an existing FluentCRM contact's details and custom field values, and adds or removes tags and lists.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.