# Connect Fluentcrm and TouchBasePro When **New Contact** fires in [Fluentcrm](https://apiant.ai/connections/fluentcrm), your agent runs **Send Smart Email** in [TouchBasePro](https://apiant.ai/connections/touchbasepro), or **New Subscriber** in TouchBasePro 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 TouchBasePro **3** triggers TouchBasePro **6** 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 TouchBasePro to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 TouchBasePro can do together ### From Fluentcrm to TouchBasePro - When **New Contact** in Fluentcrm then **Send Smart Email** in TouchBasePro - When **New Contact** in Fluentcrm then **Add List** in TouchBasePro ### From TouchBasePro to Fluentcrm - When **New Subscriber** in TouchBasePro then **Add Note to Contact** in Fluentcrm - When **Updated Subscriber** in TouchBasePro 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 TouchBasePro ## Triggers and actions 4 triggers · 19 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 Subscriber** Triggers when a new subscriber is added to a list. - Trigger **Unsubscribed Subscriber** Triggers when a subscriber unsubscribes from a list. - Trigger **Updated Subscriber** Triggers when an active subscriber on a list is added or has their details changed. - Action **Add List** Creates a new subscriber list in your TouchBasePro account and returns its list id. - Action **Add Subscriber** Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it. - Action **Get Subscriber** Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data. - Action **Send Smart Email** Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status. - Action **Unsubscribe Subscriber** Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it. - Action **Update Subscriber** Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent. ## Each app on its own - [ **Fluentcrm** WordPress-based email marketing CRM for sending campaigns, contact segmentation, and automation workflows.](https://apiant.ai/connections/fluentcrm) - [ **TouchBasePro** TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your...](https://apiant.ai/connections/touchbasepro) 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 TouchBasePro - [ **HubSpot to TouchBasePro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-touchbasepro) - [ **Salesforce to TouchBasePro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-touchbasepro) - [ **Slack to TouchBasePro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-touchbasepro) - [ **Google Sheets to TouchBasePro** Google Sheets](https://apiant.ai/connect/google-sheets-to-touchbasepro) - [ **Gmail to TouchBasePro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-touchbasepro) - [ **Google Calendar to TouchBasePro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-touchbasepro) Questions ## Fluentcrm and TouchBasePro, 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 TouchBasePro when something happens in Fluentcrm? Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TouchBasePro to Fluentcrm? Yes. When something happens in TouchBasePro, your agent can act in Fluentcrm too. This page covers both directions: TouchBasePro's triggers and Fluentcrm's actions are listed here as well. ### ### Do I have to build a connector for Fluentcrm or TouchBasePro? 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.