Integration
Connect Erpnext and Fluentcrm
When New Customer fires in Erpnext, your agent runs Add Note to Contact in Fluentcrm, or New Contact in Fluentcrm to Add Contact in Erpnext. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Erpnext and Fluentcrm to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Erpnext and Fluentcrm can do together
From Erpnext to Fluentcrm
When New Customer in Erpnext
then Add Note to Contact in Fluentcrm
When New Sales Invoice in Erpnext
then Create Contact in Fluentcrm
From Fluentcrm to Erpnext
When New Contact in Fluentcrm
then Add Contact in Erpnext
When New Contact in Fluentcrm
then Update Contact in Erpnext
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 Erpnext and Fluentcrm
Triggers and actions 3 triggers · 43 actions
Trigger
New CustomerFires when a new customer is created.
Trigger
New Sales InvoiceFires when a new sales invoice is created.
Action
Add ContactCreate a new contact.
Action
Add CustomerCreate a new customer record.
Action
Add ItemCreate a new item (product/service) record.
Action
Add LeadCreate a new lead.
Action
Add Sales InvoiceCreate a new sales invoice.
Action
Add Sales OrderCreate a new sales order.
Action
Delete ContactDelete a contact record.
Action
Delete CustomerDelete a customer record.
Action
Delete ItemDelete an item record.
Action
Delete LeadDelete a lead record.
Action
Delete Sales InvoiceDelete a sales invoice record.
Action
Delete Sales OrderDelete a sales order record.
Action
Get ContactRetrieve a single contact by name/id.
Action
Get CustomerRetrieve a single customer by name/id.
Action
Get ItemRetrieve a single item by name/id.
Action
Get LeadRetrieve a single lead by name/id.
Action
Get Sales InvoiceRetrieve a single sales invoice by name/id.
Action
Get Sales OrderRetrieve a single sales order by name/id.
Action
List ContactsList contact records with optional filters.
Action
List CustomersList customer records with optional filters.
Action
List ItemsList item records with optional filters.
Action
List LeadsList lead records with optional filters.
Action
List Sales InvoicesList sales invoice records with optional filters.
Action
List Sales OrdersList sales order records with optional filters.
Action
Update ContactUpdate fields on an existing contact.
Action
Update CustomerUpdate fields on an existing customer.
Action
Update ItemUpdate fields on an existing item.
Action
Update LeadUpdate fields on an existing lead.
Action
Update Sales InvoiceUpdate fields on an existing sales invoice.
Action
Update Sales OrderUpdate fields on an existing sales order.
Trigger
New ContactTriggers when a new contact is added to FluentCRM, optionally only for a given tag, list or status.
Action
Add Note to ContactAdds a note to a FluentCRM contact, with a title, description, note type and optional date.
Action
Create ContactCreates a new contact in FluentCRM, optionally adding them to tags and lists.
Action
Create ListCreates a new contact list in FluentCRM and returns it.
Action
Create TagCreates a new tag in FluentCRM that you can use to organise contacts.
Action
Delete ContactPermanently deletes a contact and all of its associated data from FluentCRM.
Action
Find ContactsFinds FluentCRM contacts matching a search term (name, email or other contact details), optionally narrowed by tag, list, status or company.
Action
Get ContactReturns one FluentCRM contact by its ID or email address, including its tags, lists and custom field values.
Action
List Contact NotesReturns the notes recorded on a FluentCRM contact, optionally filtered by note title.
Action
List ListsReturns all contact lists in FluentCRM, optionally filtered by a search term and sorted.
Action
List TagsReturns the tags defined in your FluentCRM account, optionally filtered by a search term and sorted.
Action
Send Double Opt-in EmailSends a double opt-in confirmation email to a contact who is not yet subscribed.
Action
Track EventRecords a custom event on a FluentCRM contact, or increments its counter if the same event was already tracked for that contact.
Action
Update ContactUpdates 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.
Each app on its own
Reviews
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Questions
Erpnext and Fluentcrm, answered
What can start an automation from Erpnext?
Any of Erpnext's 2 triggers in the catalog, including New Customer and New Sales Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Fluentcrm when something happens in Erpnext?
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 Erpnext?
Yes. When something happens in Fluentcrm, your agent can act in Erpnext too. This page covers both directions: Fluentcrm's triggers and Erpnext's actions are listed here as well.
Do I have to build a connector for Erpnext 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 Erpnext 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.