--- title: "Connect Fluentcrm and ProjectManager - APIANT.ai" description: "When \"New Contact\" fires in Fluentcrm, your agent runs \"Create Task\" in ProjectManager." canonical: "https://apiant.ai/connect/fluentcrm-to-projectmanager" --- # Connect Fluentcrm and ProjectManager When **New Contact** fires in [Fluentcrm](https://apiant.ai/connections/fluentcrm), your agent runs **Create Task** in [ProjectManager](https://apiant.ai/connections/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. Fluentcrm **1** trigger Fluentcrm **13** actions ProjectManager **3** triggers ProjectManager **23** 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 ProjectManager 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 ProjectManager can do together ### From Fluentcrm to ProjectManager - When **New Contact** in Fluentcrm then **Create Task** in ProjectManager - When **New Contact** in Fluentcrm then **Update Task** in ProjectManager ### From ProjectManager to Fluentcrm - When **New Project** in ProjectManager then **Add Note to Contact** in Fluentcrm - When **New Task** in ProjectManager 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 ProjectManager ## Triggers and actions 4 triggers · 36 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 Project** Fires when a new project is created in the ProjectManager workspace. - Trigger **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 - Trigger **New User** Fires when a new user (resource) is added to the ProjectManager workspace. - Action **Create Project** Create a new project in your workspace - Action **Create Task** Creates a new task within a specified project - Action **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. - Action **Create User** Add a new user/resource in your account - Action **Get Account Information** Returns information about the current user including home URL, email, user ID and workspace name - Action **Get Project Details** Get the details of one specific project - Action **Get Project Priorities** Gets a list of all the priorities which can be applied to a project - Action **Get Project Statuses** Get all the statuses which can be applied to a project - Action **Get Task Details** Get the details of one specific task, you will need to know the task's unique ID - Action **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 - Action **Get Task Field Values** Get the value of each custom field applied to a specific task - Action **Get Task Priorities** Get all the priorities which can be applied to a task - Action **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 - Action **Get User Details** Get the details of one specific user/resource - Action **Get User Roles** Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace. - Action **Search Projects** Search through your active projects using various criteria, 100 results max - Action **Search Tasks** Search for tasks across your entire account, using various criteria, 100 results max - Action **Search Users** Search for workspace users/resources using various criteria, 100 results max - Action **Update Project** Update an existing project, empty fields will remain unchanged - Action **Update Task** Update an existing task, empty fields will remain unchanged - Action **Update Task Field Value** Update the value of a custom field for a specific task - Action **Update Timesheet Entry** Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry - Action **Update User** Update an existing user/resource, empty fields will remain unchanged ## Each app on its own - [ **Fluentcrm** WordPress-based email marketing CRM for sending campaigns, contact segmentation, and automation workflows.](https://apiant.ai/connections/fluentcrm) - [ **ProjectManager** ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to...](https://apiant.ai/connections/projectmanager) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ProjectManager - [ **HubSpot to ProjectManager** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-projectmanager) - [ **Google Sheets to ProjectManager** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-projectmanager) - [ **Gmail to ProjectManager** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-projectmanager) - [ **Google Calendar to ProjectManager** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-projectmanager) - [ **Google Drive to ProjectManager** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-projectmanager) - [ **Mailchimp to ProjectManager** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-projectmanager) 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. ### ### Can my AI client use Fluentcrm and ProjectManager 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.