FluentCRM Abilities

fluent-crm/add-contact-note

Add a note, call log, meeting, or quote entry to a contact's timeline.

fluent-crm/apply-segments-to-contacts

Add or remove tags and lists across many contacts at once, either by explicit contact_ids or by a filter, with an optional dry-run preview.

fluent-crm/bulk-upsert-contacts

Create or update up to 500 contacts in a single call, each with its own tags, lists, and custom fields.

fluent-crm/change-campaign-status

Move a campaign through its lifecycle — schedule, unschedule, pause, resume, duplicate, or permanently delete it.

fluent-crm/upsert-campaign

Create or update a draft FluentCRM campaign — subject, body, design, recipients, and A/B subjects — without ever sending it.

fluent-crm/upsert-contact

Create a new FluentCRM contact or update an existing one by id or email, including profile fields, custom fields, and tag/list membership.

fluent-crm/delete-contact

Permanently delete a single FluentCRM contact, optionally purging their email history too.

fluent-crm/delete-contact-note

Delete a single note from a contact's timeline by its note id.

fluent-crm/get-automation

Get a funnel's full detail, including its trigger settings and per-step sequences and completion report.

fluent-crm/get-campaign

Get full detail on one campaign, including its stats, HTML/text body, recipients, and schedule, or the delivery status if it's a one-off send.

fluent-crm/get-contact

Fetch a single contact's full profile — notes, email history, and automations by default, plus optional activity, purchase history, support tickets, AI summary, and info widgets.

fluent-crm/get-crm-context

Return a single discovery snapshot of the FluentCRM account — permissions, stats, top tags/lists, valid enum values, and site defaults — meant to be called once per session.

fluent-crm/list-automations

List FluentCRM automations (funnels) with their trigger, status, and in-progress/completed subscriber counts.

fluent-crm/list-campaigns

List and filter FluentCRM campaigns by title search and status, with per-campaign stats computed inline by default.

fluent-crm/list-contacts

Search and filter FluentCRM contacts by tag, list, status, contact type, and creation date, with each result's tags and lists included inline.

fluent-crm/list-funnel-subscribers

List the contacts currently enrolled in a specific automation, filtered by their funnel status.

fluent-crm/manage-list

Create, rename, delete, or merge FluentCRM lists.

fluent-crm/manage-tag

Create, rename, delete, or merge FluentCRM tags.

fluent-crm/send-email-to-contact

Send a real one-off email to a single subscribed or transactional contact, routed through FluentCRM's normal send queue.

fluent-crm/send-test-email

Render and send a one-off test copy of an email — from a saved campaign or inline subject/body — without creating any campaign record or affecting a real recipient's history.

fluent-crm/update-contact-automation-status

Resume, cancel, or force-advance a contact's progress through a specific automation.