Connect Fluentcrm to Leexi

Both apps 34Fluentcrm 14Leexi 20

• 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
  Add meeting event

  Create a meeting event (schedule a meeting to be recorded).

• Action
  Add team

  Create a team in your Leexi workspace.

• Action
  Add user

  Creates a user in your Leexi workspace. Requires the write_users permission scope on the API key.

• Action
  Delete meeting event

  Deletes a Leexi meeting event. Requires the write_meeting_events permission scope on the API key.

• Action
  Delete team

  Delete a team of the workspace.

• Action
  Delete user

  Deactivates a Leexi user. Leexi never permanently deletes users: their calls and history are kept, sessions are revoked and they stop consuming a license. Deactivating an already inactive user still succeeds.

• Action
  Get call

  Get a single Leexi call or meeting, including its topics, AI summary prompts, tasks and transcript.

• Action
  Get call note

  Retrieve a single call note.

• Action
  Get meeting event

  Retrieve a single meeting event.

• Action
  Get team

  Retrieve a single team of the workspace.

• Action
  Get user

  Retrieve a single user of the workspace.

• Action
  Launch meeting assistant

  Sends the Leexi meeting assistant (bot) into a meeting event, or stops the bot that is already running.

• Action
  List call notes

  List call notes for a given call.

• Action
  List calls

  List the calls and meetings the API key can access, newest first by default, with optional filters on date, source, owner, participants, conversation type and customer contact.

• Action
  List teams

  List all teams in your Leexi workspace.

• Action
  List users

  List all users in your Leexi workspace.

• Action
  Request presigned recording upload URL

  Requests a presigned URL for uploading a call recording before creating the call with Add call. Requires the write_calls permission scope on the API key.

• Action
  Update call note

  Updates the translated text of a call note for one language. The original note text is not modified. Requires the write_calls permission on the API key.

• Action
  Update team

  Update the name or active status of a team in your Leexi workspace. Only the values you fill in are changed.

• Action
  Update user

  Updates a Leexi user. Only the fields you fill in are changed.

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