--- title: "Connect Fluentcrm and MeisterTask - APIANT.ai" description: "When \"New Contact\" fires in Fluentcrm, your agent runs \"Create Task\" in MeisterTask." canonical: "https://apiant.ai/connect/fluentcrm-to-meistertask" --- # Connect Fluentcrm and MeisterTask When **New Contact** fires in [Fluentcrm](https://apiant.ai/connections/fluentcrm), your agent runs **Create Task** in [MeisterTask](https://apiant.ai/connections/meistertask), or **New Attachment** in MeisterTask to **Add Note to Contact** in Fluentcrm. Describe the whole flow and it is built, tested on every scenario and kept running. Fluentcrm **1** trigger Fluentcrm **13** actions MeisterTask **9** triggers MeisterTask **9** 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 MeisterTask 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 Fluentcrm and MeisterTask can do together ### From Fluentcrm to MeisterTask - When **New Contact** in Fluentcrm then **Create Task** in MeisterTask - When **New Contact** in Fluentcrm then **Create Task Label** in MeisterTask ### From MeisterTask to Fluentcrm - When **New Attachment** in MeisterTask then **Add Note to Contact** in Fluentcrm - When **New Checklist Item** in MeisterTask then **Create Contact** in Fluentcrm 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 MeisterTask ## Triggers and actions 10 triggers · 22 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. - Trigger **New Attachment** Triggers when a new file is attached to any task in the project you pick. Returns the attachment's name, type and download link along with the task it belongs to. - Trigger **New Checklist Item** Triggers when a new checklist item is added to any task in the project you pick. Returns the item's text and status along with the checklist and task it belongs to. - Trigger **New Comment** Triggers when a new comment is posted on any task in the project you pick. Returns the comment text and author along with the task it was posted on. - Trigger **New Label** Triggers when a new label is created in the project you pick. Returns the label's name and color. - Trigger **New Person** Triggers when a new person joins your MeisterTask account. Returns their name, email address and when they were added. - Trigger **New Project** Triggers when a new project is created in your MeisterTask account. Returns the project's name, notes and status. - Trigger **New Section** Triggers when a new section (column) is added to the project you pick. Returns the section's name, color and work-in-progress limit. - Trigger **New Task** Triggers when a new task is created in the project you pick. Returns the task's title, notes, section and assignee. - Trigger **New Task Label** Triggers when a label is added to any task in the project you pick. Returns the label's name and color along with the task it was added to. - Action **Create Attachment** Uploads a file and attaches it to a MeisterTask task. Returns the new attachment's ID, name and download link. - Action **Create Label** Creates a new label in a MeisterTask project. Returns the label's ID, name and color. - Action **Create Task** Creates a new task in a MeisterTask section. Returns the task's ID, title, section and project. - Action **Create Task Label** Adds an existing project label to a MeisterTask task. Returns the link between the task and the label. - Action **Find Attachment** Finds an attachment on a MeisterTask task by name. Returns whether a match was found along with the attachment's ID, name and download link. - Action **Find Label** Finds a label in a MeisterTask project by name. Returns whether a match was found along with the label's ID and color. - Action **Find Person** Finds a person in your MeisterTask account by email address or full name. Returns whether a match was found along with the person's ID, name and email. - Action **Find Task** Finds a task in a MeisterTask project by title, optionally limited to one section. Returns whether a match was found along with the task's ID, section and assignee. - Action **Update Task** Updates a MeisterTask task. Only the values you supply are changed — anything you leave blank keeps its current value. ## Each app on its own - [ **Fluentcrm** WordPress-based email marketing CRM for sending campaigns, contact segmentation, and automation workflows.](https://apiant.ai/connections/fluentcrm) - [ **MeisterTask** MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations...](https://apiant.ai/connections/meistertask) 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 MeisterTask - [ **HubSpot to MeisterTask** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-meistertask) - [ **Google Sheets to MeisterTask** Google Sheets](https://apiant.ai/connect/google-sheets-to-meistertask) - [ **Gmail to MeisterTask** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-meistertask) - [ **Google Calendar to MeisterTask** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-meistertask) - [ **Google Drive to MeisterTask** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-meistertask) - [ **Mailchimp to MeisterTask** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-meistertask) Questions ## Fluentcrm and MeisterTask, 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 MeisterTask when something happens in Fluentcrm? Any of MeisterTask's 9 actions, including Create Attachment, Create Label, Create Task and Create Task Label. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MeisterTask to Fluentcrm? Yes. When something happens in MeisterTask, your agent can act in Fluentcrm too. This page covers both directions: MeisterTask's triggers and Fluentcrm's actions are listed here as well. ### ### Do I have to build a connector for Fluentcrm or MeisterTask? 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 Fluentcrm and MeisterTask 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.