Connect Fluentcrm and Vaiz

Both apps 30Fluentcrm 14Vaiz 16

• 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 Task

  Triggers when a new task is created in Vaiz, optionally limited to one board or project.

• Trigger
  Task Completed

  Triggers when a task is marked completed, optionally limited to a board, project, assignees, parent task or milestones.

• Trigger
  Task Group Changed

  Triggers when a task moves to a different group (column) on its board.

• Action
  Add comment

  Posts a comment on a Vaiz task or document, optionally as a reply to another comment and with attached files.

• Action
  Create Task

  Creates a new task on a Vaiz board, with optional group, project, priority, assignees, dates, dependencies and custom field values.

• Action
  Delete comment

  Deletes a comment from a Vaiz task or document.

• Action
  Edit Task

  Updates an existing Vaiz task. Only the fields you fill in are changed.

• Action
  Get milestone

  Returns a single Vaiz milestone by its ID.

• Action
  Get project

  Returns a single Vaiz project by its ID, including its name, description, team, color and dates.

• Action
  Get task

  Returns a Vaiz task by its human-readable ID or database ID, including its custom field values.

• Action
  List milestones

  Returns all milestones in the connected Vaiz space, with their dates, task counts and status.

• Action
  List projects

  Returns all projects in the connected Vaiz space.

• Action
  List tasks

  Returns up to 50 tasks in the space, optionally filtered by board, project, assignees, parent task, milestones, completion or archived status.

• Action
  Move task

  Moves a task to another group (column) on its board, optionally at a given position.

• Action
  Update comment

  Edits the text of an existing comment and adds, reorders or removes its attached files.

• Action
  Update milestone

  Updates an existing milestone's name, description, dates, tags or color.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.