# Connect Fluentcrm to Docutray When **New Contact** fires in [Fluentcrm](https://apiant.ai/connections/fluentcrm), your agent runs **Convert document** in [Docutray](https://apiant.ai/connections/docutray). Describe the whole flow and it is built, tested on every scenario and kept running. Fluentcrm **1** trigger Fluentcrm **13** actions Docutray **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Fluentcrm and Docutray to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Fluentcrm can start in Docutray - When **New Contact** in Fluentcrm then **Convert document** in Docutray - When **New Contact** in Fluentcrm then **Identify document type** in Docutray 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 Fluentcrm and Docutray ## Triggers and actions 1 trigger · 19 actions - 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. - Action **Convert document** Convert a document (image/PDF via file, base64 or URL) into structured JSON for a document_type_code. - Action **Get document type** Get one document type by id. - Action **Get step execution status** Returns the status and result of a step execution started by Run step. - Action **Identify document type** Automatically identify the document type of a document. - Action **List document types** List document type schemas. - Action **Run step** Execute a workflow step on a document. ## Each app on its own - [ **Fluentcrm** WordPress-based email marketing CRM for sending campaigns, contact segmentation, and automation workflows.](https://apiant.ai/connections/fluentcrm) - [ **Docutray** Document processing API that extracts, validates, and exports data from PDFs, images, and scans (tuned for...](https://apiant.ai/connections/docutray) Reviews ## What our customers say ## More from Fluentcrm - [ **Fluentcrm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fluentcrm-to-hubspot) - [ **Fluentcrm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fluentcrm-to-salesforce) - [ **Fluentcrm to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fluentcrm-to-slack) - [ **Fluentcrm to Google Sheets** Google Sheets](https://apiant.ai/connect/fluentcrm-to-google-sheets) - [ **Fluentcrm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fluentcrm-to-gmail) - [ **Fluentcrm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fluentcrm-to-google-calendar) ## More into Docutray - [ **HubSpot to Docutray** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docutray) - [ **Salesforce to Docutray** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docutray) - [ **Slack to Docutray** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docutray) - [ **Google Sheets to Docutray** Google Sheets](https://apiant.ai/connect/google-sheets-to-docutray) - [ **Gmail to Docutray** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docutray) - [ **Google Calendar to Docutray** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docutray) Questions ## Fluentcrm and Docutray, answered ### ### What can start an automation from Fluentcrm? Any of Fluentcrm's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docutray when something happens in Fluentcrm? Any of Docutray's 6 actions, including Convert document, Get document type, Get step execution status and Identify document type. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docutray to Fluentcrm? Docutray has no triggers in the catalog today, so automations start in Fluentcrm. If you need the other direction, ask: your agent reads Docutray's API documentation and adds it. ### ### Do I have to build a connector for Fluentcrm or Docutray? 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. ### ### 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.