FluentCrm Action Automation for Workflows Documentation

Action: Create Contact

1. FIRST NAME

  • Input Required: Provide the contact's first name.

2. LAST NAME

  • Input Required: Provide the contact's last name

3. E-MAIL

  • Input Required: Provide the contact's email address.

4. PHONE

  • Input Required: Provide the contact's phone number.

5. STATUS

  • Input Required: Pick one value to indicate the contact's status

Action: Update Contact

1. CONTACT ID

  •  Input Required: Provide the contact ID to update

NB: You can get the unique Id by using the action Search Contact By Email.

2. FIRST NAME

  •  Input Required:  Provide the new contact's first name

3. LAST NAME

  •  Input Required: Provide the new contact's last name

4. E-MAIL

  •  Input Required:  Provide the new contact's email address.

5. PHONE

  •  Input Required: Provide the new contact's phone number.

6. STATUS

  •  Input Required:  Pick one value to indicate the contact's status

Action: Delete Contact

1. CONTACT ID

  • Input Required: Provide the contact ID to delete.

NB: You can get the unique Id by using the action Search Contact By Email.

Action: Search Contact by Email

1. CONTACT E-MAIL

  • Input Required: Provide the contact email to search.

Action: Create Tag

1. TAG NAME

  • Input Required: Provide the name of the tag.

2. TAG DESCRIPTION

  • Input Required: Provide a description for the tag.

Action: Update Tag

1. TAG ID

  • Input Required: Provide the tag ID to update.

NB: You can get the unique Id by using the action Search Tag By Title or Slug

2. TAG NAME

  • Input Required: Provide the new name of the tag.

3. TAG DESCRIPTION

  • Input Required: Provide a new description for the tag.

Action: Delete Tag

1. TAG ID TO DELETE

  • Input Required: Provide the tag ID to delete.

NB: You can get the unique Id by using the action Search Tag By Title or Slug

Action: Search Tag by Title or Slug

1. TAG KEYWORD (TITLE OR SLUG)

  • Input Required : Provide the tag keyword (title or slug) to search.