--- title: "Connect Fluentcrm and Smily - APIANT.ai" description: "When \"New Contact\" fires in Fluentcrm, your agent runs \"Add payment\" in Smily." canonical: "https://apiant.ai/connect/fluentcrm-to-smily" --- # Connect Fluentcrm and Smily When **New Contact** fires in [Fluentcrm](https://apiant.ai/connections/fluentcrm), your agent runs **Add payment** in [Smily](https://apiant.ai/connections/smily), or **New And/Or Updated Client** in Smily 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 Smily **4** triggers Smily **19** 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 Smily 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 Smily can do together ### From Fluentcrm to Smily - When **New Contact** in Fluentcrm then **Add payment** in Smily - When **New Contact** in Fluentcrm then **Create or Update Client** in Smily ### From Smily to Fluentcrm - When **New And/Or Updated Client** in Smily then **Add Note to Contact** in Fluentcrm - When **New And/Or Updated Payment** in Smily 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 Smily ## Triggers and actions 5 triggers · 32 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 And/Or Updated And/Or Canceled Booking** Trigger when a booking is created and/or updated and/or canceled (with line item support). - Trigger **New And/Or Updated Client** Trigger when a client is created and/or updated (with line item support). - Trigger **New And/Or Updated Payment** Trigger when a payment is created and/or updated. - Trigger **New Inquiry** Trigger when a new inquiry is created. - Action **Add booking** Creates a booking (reservation, tentative hold or unavailable block) on a rental's calendar in Smily. - Action **Add payment** Records a new payment against a booking in Smily. - Action **Add rental** Creates a new rental property in your Smily account. Note that each rental added increases the account's monthly fee. - Action **Create Inquiry** Creates an inquiry for a rental, recording a guest's contact details, requested dates and message. - Action **Create or Update Client** Creates a new Smily client (guest), or updates an existing one when a client ID is given. - Action **Delete booking** Cancels a booking in Smily so it no longer occupies the rental's calendar. - Action **Find Bookings in Date Range** Returns the bookings that overlap a date range, optionally filtered by status, rental or client. - Action **Find Client by Email** Finds Smily clients (guests) whose email address matches the one given, returning the matching client records. - Action **Find Payment** Finds payments by their order ID (one or more, comma-separated). - Action **Get booking** Returns a single booking (reservation) by its ID, including dates, status, guest counts, pricing and linked rental and client. - Action **Get client** Returns a single client (guest) by ID, including their addresses, emails and phone numbers. - Action **Get rental** Returns a single rental (property) by its ID, including its details, pricing, location and related record IDs. - Action **List bookings** Returns the bookings in your Smily account, optionally filtered by dates, status, rental, client or last update time. By default only future, non-canceled bookings are returned. - Action **List clients** Returns the clients (guests) in your Smily account, including their addresses, emails and phone numbers. - Action **List inquiries** Returns the inquiries on your Smily account, including guest contact details, requested dates and party size. - Action **List payments** Returns the payments recorded on your Smily account, optionally filtered by order ID. - Action **List rentals** Returns the rentals (properties) in your Smily account, with their names, locations, capacity and pricing details. - Action **Update Booking** Updates an existing booking (reservation) in Smily — dates, guest counts, prices, deposit, notes, tags and status flags — and returns the updated booking. - Action **Update rental** Updates an existing rental property in Smily. Only the fields you fill in are changed. ## Each app on its own - [ **Fluentcrm** WordPress-based email marketing CRM for sending campaigns, contact segmentation, and automation workflows.](https://apiant.ai/connections/fluentcrm) - [ **Smily** Smily, top property management software for Short-Term Rental Managers and Concierges.](https://apiant.ai/connections/smily) 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 Smily - [ **HubSpot to Smily** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-smily) - [ **Salesforce to Smily** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-smily) - [ **Slack to Smily** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-smily) - [ **Google Sheets to Smily** Google Sheets](https://apiant.ai/connect/google-sheets-to-smily) - [ **Gmail to Smily** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-smily) - [ **Google Calendar to Smily** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-smily) Questions ## Fluentcrm and Smily, 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 Smily when something happens in Fluentcrm? Any of Smily's 19 actions, including Create Inquiry, Create or Update Client, Update Booking and Update rental. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Smily to Fluentcrm? Yes. When something happens in Smily, your agent can act in Fluentcrm too. This page covers both directions: Smily's triggers and Fluentcrm's actions are listed here as well. ### ### Do I have to build a connector for Fluentcrm or Smily? 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 Smily 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.