Integration
Connect Fluentcrm and ProjectManager
When New Contact fires in Fluentcrm, your agent runs Create Task in ProjectManager, or New Project in ProjectManager 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 ProjectManager to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 ProjectManager can do together
From Fluentcrm to ProjectManager
When New Contact in Fluentcrm
then Create Task in ProjectManager
From ProjectManager to 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 ProjectManager
Triggers and actions 4 triggers · 36 actions
- New Contact
Triggers when a new contact is added to FluentCRM, optionally only for a given tag, list or status.
- Add Note to Contact
Adds a note to a FluentCRM contact, with a title, description, note type and optional date.
- Create Contact
Creates a new contact in FluentCRM, optionally adding them to tags and lists.
- Create List
Creates a new contact list in FluentCRM and returns it.
- Create Tag
Creates a new tag in FluentCRM that you can use to organise contacts.
- Delete Contact
Permanently deletes a contact and all of its associated data from FluentCRM.
- Find Contacts
Finds FluentCRM contacts matching a search term (name, email or other contact details), optionally narrowed by tag, list, status or company.
- Get Contact
Returns one FluentCRM contact by its ID or email address, including its tags, lists and custom field values.
- List Contact Notes
Returns the notes recorded on a FluentCRM contact, optionally filtered by note title.
- List Lists
Returns all contact lists in FluentCRM, optionally filtered by a search term and sorted.
- List Tags
Returns the tags defined in your FluentCRM account, optionally filtered by a search term and sorted.
- Send Double Opt-in Email
Sends a double opt-in confirmation email to a contact who is not yet subscribed.
- Track Event
Records a custom event on a FluentCRM contact, or increments its counter if the same event was already tracked for that contact.
- Update Contact
Updates an existing FluentCRM contact's details and custom field values, and adds or removes tags and lists.
- New Project
Fires when a new project is created in the ProjectManager workspace.
- New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project
- New User
Fires when a new user (resource) is added to the ProjectManager workspace.
- Create Project
Create a new project in your workspace
- Create Task
Creates a new task within a specified project
- Create Timesheet Entry
Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.
- Create User
Add a new user/resource in your account
- Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
- Get Project Details
Get the details of one specific project
- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
- Get Project Statuses
Get all the statuses which can be applied to a project
- Get Task Details
Get the details of one specific task, you will need to know the task's unique ID
- Get Task Fields
Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action
- Get Task Field Values
Get the value of each custom field applied to a specific task
- Get Task Priorities
Get all the priorities which can be applied to a task
- Get Task Statuses (Columns)
Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses
- Get User Details
Get the details of one specific user/resource
- Get User Roles
Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
- Search Projects
Search through your active projects using various criteria, 100 results max
- Search Tasks
Search for tasks across your entire account, using various criteria, 100 results max
- Search Users
Search for workspace users/resources using various criteria, 100 results max
- Update Project
Update an existing project, empty fields will remain unchanged
- Update Task
Update an existing task, empty fields will remain unchanged
- Update Task Field Value
Update the value of a custom field for a specific task
- Update Timesheet Entry
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
- Update User
Update an existing user/resource, empty fields will remain unchanged
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 ProjectManager, 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 ProjectManager when something happens in Fluentcrm?
Any of ProjectManager's 23 actions, including Create Project, Create Task, Create Timesheet Entry and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProjectManager to Fluentcrm?
Yes. When something happens in ProjectManager, your agent can act in Fluentcrm too. This page covers both directions: ProjectManager's triggers and Fluentcrm's actions are listed here as well.
Do I have to build a connector for Fluentcrm or ProjectManager?
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.