--- title: "Connect Easy Project and Fluentcrm - APIANT.ai" description: "When \"New Project\" fires in Easy Project, your agent runs \"Add Note to Contact\" in Fluentcrm." canonical: "https://apiant.ai/connect/easy-project-to-fluentcrm" --- # Connect Easy Project and Fluentcrm When **New Project** fires in [Easy Project](https://apiant.ai/connections/easy-project), your agent runs **Add Note to Contact** in [Fluentcrm](https://apiant.ai/connections/fluentcrm), or **New Contact** in Fluentcrm to **Create Task** in Easy Project. Describe the whole flow and it is built, tested on every scenario and kept running. Easy Project **3** triggers Easy Project **11** actions Fluentcrm **1** trigger Fluentcrm **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Easy Project and Fluentcrm to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Easy Project and Fluentcrm can do together ### From Easy Project to Fluentcrm - When **New Project** in Easy Project then **Add Note to Contact** in Fluentcrm - When **New Task** in Easy Project then **Create Contact** in Fluentcrm ### From Fluentcrm to Easy Project - When **New Contact** in Fluentcrm then **Create Task** in Easy Project - When **New Contact** in Fluentcrm then **Update Task** in Easy Project Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Easy Project and Fluentcrm ## Triggers and actions 4 triggers · 24 actions - Trigger **New Project** Triggers when a new project is created in Easy Project. - Trigger **New Task** Triggers when a new task is created in Easy Project. - Trigger **Task Comments Web Hook Trigger** Triggers when a comment is added to a task in Easy Project. - Action **Create Planned Project Expense** Creates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date. - Action **Create Project** Creates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values. - Action **Create Project Expense** Creates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields. - Action **Create Project Income** Creates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields. - Action **Create Task** Creates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values. - Action **Create Time Entry** Logs spent time in Easy Project against a project, and optionally a task, for a user on a given date. - Action **Find Project** Returns the projects whose details match the search text you supply. - Action **Get Planned Project Expense** Returns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags. - Action **Get Project Expense** Returns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags. - Action **Get Project Income** Returns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags. - Action **Update Task** Updates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it. - 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. ## Each app on its own - [ **Easy Project** Easy Project is a professional project management software for you, your team and the whole company.](https://apiant.ai/connections/easy-project) - [ **Fluentcrm** WordPress-based email marketing CRM for sending campaigns, contact segmentation, and automation workflows.](https://apiant.ai/connections/fluentcrm) Reviews ## What our customers say ## More from Easy Project - [ **Easy Project to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easy-project-to-hubspot) - [ **Easy Project to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easy-project-to-salesforce) - [ **Easy Project to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easy-project-to-slack) - [ **Easy Project to Google Sheets** Google Sheets](https://apiant.ai/connect/easy-project-to-google-sheets) - [ **Easy Project to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easy-project-to-gmail) - [ **Easy Project to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easy-project-to-google-calendar) ## More into Fluentcrm - [ **ActiveCampaign to Fluentcrm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-fluentcrm) - [ **Airtable to Fluentcrm** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-fluentcrm) - [ **Asana to Fluentcrm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-fluentcrm) - [ **ClickUp to Fluentcrm** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-fluentcrm) - [ **Discord to Fluentcrm** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-fluentcrm) - [ **Brevo to Fluentcrm** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-fluentcrm) Questions ## Easy Project and Fluentcrm, answered ### ### What can start an automation from Easy Project? Any of Easy Project's 3 triggers in the catalog, including New Project, New Task and Task Comments Web Hook Trigger. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Fluentcrm when something happens in Easy Project? Any of Fluentcrm's 13 actions, including Create Contact, Create List, Create Tag and Send Double Opt-in Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fluentcrm to Easy Project? Yes. When something happens in Fluentcrm, your agent can act in Easy Project too. This page covers both directions: Fluentcrm's triggers and Easy Project's actions are listed here as well. ### ### Do I have to build a connector for Easy Project or Fluentcrm? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Easy Project and Fluentcrm without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.