Crm And Sales Tools

FluentCRM

With FluentCRM modules in Boost.space Integrator, you can manage your contacts, lists, tags, and campaigns.

To use the FluentCRM modules, you must have a FluentCRM account. You can create an account at fluentcrm.com

Refer to the FluentCRM API documentation for a list of available endpoints.

Connect FluentCRM to Boost.space Integrator

You can establish a connection between FluentCRM and Boost.space Integrator using either your login credentials or the WordPress Make Connector plugin.

Connect FluentCRM using login credentials

To establish the connecting using your login credentials:

  1. Log in to your Boost.space Integrator account, add a FluentCRM module to your scenario, and click Create a connection.

  2. In the Connection type dropdown, select FluentCRM.

  3. Optional: In the Connection name field, enter a name for the connection.

  4. In the Domain field, enter your FluentCRM WordPress URL or domain name. For example, https://my-wordpress-site.com or my-wordpress-site.com. If you do not include http:// or https://, we will automatically add https:// for you.

  5. In the Username field, enter your FluentCRM account login.

  6. In the Application Password field, enter the application password created in your WordPress account at Users > Profile > Application Password.

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  7. Click Save.

  8. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more FluentCRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Connect FluentCRM using the Make Connector

You must have the WordPress Make Connector plugin downloaded in your WordPress account in order to establish this connection.

To establish the connection using the Make Connector:

  1. Log in to your WordPress account with the Make Connector plugin downloaded.

  2. In the left sidebar, click on the Make plugin.

  3. Copy the API Key value. You will use this key in the API Key field in Boost.space Integrator.

  4. Log in to your Boost.space Integrator account, add a FluentCRM module to your scenario, and click Create a connection.

  5. In the Connection type dropdown, select FluentCRM Make Connector.

  6. Optional: In the Connection name field, enter a name for the connection.

  7. In the WordPress REST API base URL field, enter your base URL or domain name in the following format: https://yourdomain.com/wp-json/ or yourdomain.com/wp-json/. If you do not include http:// or https://, we will automatically add https:// for you.

  8. In the API Key field, enter the API key copied in Step 3.

  9. Click Save.

  10. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now begin editing scenarios and adding more FluentCRM modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

Build FluentCRM Scenarios

Contacts

Search Contacts

Searches for specific contacts or lists all of them.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Limit

Set the maximum number of contacts Boost.space Integrator will return during one execution cycle. The default value is 10.

See FluentCRM Contacts API reference for entering the field values to search the contacts that match the specified value.

Get a Contact

Returns a specific contact.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Subscriber ID

Select or map the subscriber’s ID whose details you want to retrieve.

Meta Properties

Select or map additional meta properties to return.

Create a New Contact

Creates a new contact.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

For field descriptions, see the FluentCRM Contacts API reference.

Delete a Contact

Deletes a specific contact or multiple contacts.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Subscriber ID

Select or map the subscriber ID you want to delete.

Update a Contact

Updates a specific contact.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Contact ID

Select or map the subscriber ID whose details you want to update.

For field descriptions, see the FluentCRM Contacts API reference.

Lists

Search Lists

Searches for specific lists or lists all of them.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Search

Enter the value to search for.

Sort By

Select or map whether to sort by ID or title.

Sorting Order

Select or map whether to sort the list in ascending or descending order.

Limit

Set the maximum number of lists Boost.space Integrator will return during one execution cycle. The default value is 10.

Create a New List

Creates a new list.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

For the field descriptions, see the FluentCRM List API Reference.

Update a List

Updates a specific list.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

List ID

Select or map the List ID whose details you want to update.

For the field descriptions, see the FluentCRM List API reference.

Delete a List

Deletes a specific list.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

List ID

Select or map the List ID you want to delete.

Tags

Create a New Tag

Creates a new tag.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

For the field descriptions, see FluentCRM Tag API reference.

Search Tags

Searches for specific tags or lists all of them.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Search

Enter the value to search for.

Sort By

Select or map whether to sort by ID or title.

Sorting Order

Select or map whether to sort the list in ascending or descending order.

Limits

Set the maximum number of tags Boost.space Integrator will return during one execution cycle. The default value is 10.

Update a Tag

Updates a specific tag.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Tag ID

Select or map the Tag ID whose details you want to update.

For the field descriptions, see FluentCRM Tag API reference.

Delete a Tag

Deletes a specific tag.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Tag ID

Select or map the Tag ID you want to delete.

Campaign

Search Campaigns

Searches for specific campaigns or lists all of them.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Search

Enter the value to search for.

Campaign Status

Add or map campaign statuses to filter the list by.

Limit

Set the maximum number of campaigns Boost.space Integrator will return during one execution cycle. The default value is 10.

Delete a Campaign

Deletes a specified campaign.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Campaign ID

Select or map the Campaign ID you want to delete.

Send a Campaign

Sends a campaign

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

Campaign Title

Enter the campaign name.

Email Subject

Enter the campaign email’s subject line.

Email Body

Enter the campaign email’s message text.

From Name

Enter the name that appears in the From field of the campaign email.

From Email

Enter the email address from which you want to send the campaign.

Subscribers

Select or map Lists and Tags that you want to send emails for this campaign. You can create multiple rows to send to all of them. By default, sends to all.

Excluded Subscribers

Select or map Lists and Tags that you want to exclude from this campaign. Excluded contacts will be subtracted from your included selection.

Scheduled At

Enter the date and time at which you want to send the email. To send the campaign immediately, leave this field blank.

See the list of supported date and time formats.

Others

Make an API Call

Performs an arbitrary authorized API call.

For the list of available endpoints, refer to the FluentCRM API documentation.

Connection

Establish a connection to your FluentCRM account.Connect FluentCRM to Boost.space Integrator

URL

Enter a path relative to https://your_domain/wp-json/fluent-crm. For example, /v2/subscribers.

Method

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don’t have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of use – SEARCH SUBSCRIBERS

The following API call returns all the subscribers from your account.

URL: /v2/subscribers

Method: GET

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The search matches can be found in the module’s Output under Bundle > Body > subscribers > data.

In our example, 129 subscribers were returned:

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Legacy article, imported from the original Boost.space knowledge base (/knowledge-base/applications/crm-and-sales-tools/fluentcrm/).

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