Integration
Connect Fluentcrm and NeetoInvoice
When New Contact fires in Fluentcrm, your agent runs Generate invoice in NeetoInvoice, or New Client in NeetoInvoice to Add Note to Contact in Fluentcrm. 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 Fluentcrm and NeetoInvoice 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 Fluentcrm and NeetoInvoice can do together
From Fluentcrm to NeetoInvoice
When New Contact in Fluentcrm
then Generate invoice in NeetoInvoice
When New Contact in Fluentcrm
then Add client in NeetoInvoice
From NeetoInvoice to Fluentcrm
When New Client in NeetoInvoice
then Add Note to Contact in Fluentcrm
When New Client in NeetoInvoice
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 NeetoInvoice
Triggers and actions 2 triggers · 23 actions
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.
Trigger
New ClientTriggers when a new client is added to your NeetoInvoice workspace.
Action
Add clientCreates a new client in NeetoInvoice with a name, currency and status.
Action
Add projectCreates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members.
Action
Add time entryLogs hours worked by a team member on a project task for a given date.
Action
Generate invoiceGenerates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients.
Action
Get clientReturns the details of a client, including its currency, status and invoice recipients.
Action
Get projectReturns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings.
Action
List clientsReturns the workspace's clients ordered by name, optionally filtered by status or by name.
Action
List time entriesReturns the unbilled time entries logged against a client's project, optionally limited to a date range.
Action
Update clientUpdates an existing client's details, such as its name, currency, status, notes or address.
Action
Update projectUpdates an existing project's name, billing, time-rounding, autolock, approval settings and tasks.
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
What our customers say
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Questions
Fluentcrm and NeetoInvoice, 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 NeetoInvoice when something happens in Fluentcrm?
Any of NeetoInvoice's 10 actions, including Update client, Update project, Add client and Add project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NeetoInvoice to Fluentcrm?
Yes. When something happens in NeetoInvoice, your agent can act in Fluentcrm too. This page covers both directions: NeetoInvoice's triggers and Fluentcrm's actions are listed here as well.
Do I have to build a connector for Fluentcrm or NeetoInvoice?
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 NeetoInvoice 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.