FluentCRM REST API: How to Set Up and Use the Connection

FluentCRM is a powerful customer relationship management (CRM) plugin for WordPress that allows you to manage your contacts, create email campaigns, and track customer interactions. With the FluentCRM REST API, you can integrate FluentCRM with other applications and services, allowing you to automate and streamline your marketing and sales processes.

Create an Application Password in WordPress

In order to use the FluentCRM REST API, you need to create an application password in WordPress. This password will be used to authenticate your API requests. To create an application password, follow these steps:

1. Login to your WordPress admin dashboard.
2. Go to "Users" and click on your username.
3. Scroll down to the "Application Passwords" section.
4. Click on the "Add New" button.
5. Enter a name for your application password (e.g., "FluentCRM API").
6. Click on the "Generate Password" button to generate a secure password.
7. Make a note of the generated password as it will not be displayed again.
8. Click on the "Add New Application Password" button to save the password.

Add Authorization Header to every request

Once you have created an application password, you need to add an Authorization header to every API request you make. The Authorization header should be in the format "Bearer {application_password}". To add the Authorization header, you can use the "Authorization" option in your HTTP client or add it manually to your request headers.

Use the API Base URL: https://yourdomain.com/wp-json/fluent-crm/v2

The base URL for the FluentCRM REST API is "https://yourdomain.com/wp-json/fluent-crm/v2". Replace "yourdomain.com" with your actual domain name. This is the endpoint that you will use to make API requests.

Create an API Key in FluentCRM

In addition to the application password, you also need to create an API key in FluentCRM. The API key is used to authenticate your requests and provide access to the FluentCRM API. To create an API key, follow these steps:

1. Login to your WordPress admin dashboard.
2. Go to "FluentCRM" and click on "Settings".
3. Click on the "API" tab.
4. Click on the "Generate New Key" button.
5. Make a note of the generated API key as it will not be displayed again.
6. Click on the "Save Changes" button to save the API key.

Save the username and application password for future use

It is important to save the username and application password that you created earlier, as you will need them for future API requests. You can store them securely in a password manager or a secure document.

Use the API key in the Authorization header of your requests

Now that you have both the application password and the API key, you can use them in the Authorization header of your API requests. The Authorization header should be in the format "Bearer {api_key}". Replace "{api_key}" with your actual API key.

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Use the GET method to retrieve contacts

To retrieve all contacts from FluentCRM, you can make a GET request to the "/contacts" endpoint. This will return a list of all contacts in your FluentCRM database.

Use the GET method with the contact ID or email to retrieve a specific contact

If you want to retrieve a specific contact from FluentCRM, you can make a GET request to the "/contacts/{contact_id}" endpoint, replacing "{contact_id}" with the ID of the contact you want to retrieve. Alternatively, you can use the email of the contact in the endpoint to retrieve the contact by email.

Use the POST method to create a new contact

To create a new contact in FluentCRM, you can make a POST request to the "/contacts" endpoint. The request body should contain the contact data in raw JSON format. The required fields for creating a contact are "email" and "first_name". You can also include additional fields such as "last_name", "phone", and "tags".

Pass the contact data in the request body as raw JSON format

When creating or updating a contact, you need to pass the contact data in the request body as raw JSON format. The request body should be a JSON object that contains the contact data. For example:

{
  "email": "[email protected]",
  "first_name": "John",
  "last_name": "Doe",
  "phone": "1234567890",
  "tags": ["customer", "subscriber"]
}

Use the PUT method to update a specific contact

If you want to update a specific contact in FluentCRM, you can make a PUT request to the "/contacts/{contact_id}" endpoint, replacing "{contact_id}" with the ID of the contact you want to update. The request body should contain the updated contact data in raw JSON format.

Pass the updated contact data in the request body as raw JSON format

When updating a contact, you need to pass the updated contact data in the request body as raw JSON format. The request body should be a JSON object that contains the updated contact data. Make sure to include the contact ID in the request body to specify which contact to update. For example:

{
  "id": 123,
  "email": "[email protected]",
  "first_name": "John",
  "last_name": "Doe",
  "phone": "1234567890",
  "tags": ["customer", "subscriber"]
}

Use the DELETE method to delete a specific contact

If you want to delete a specific contact from FluentCRM, you can make a DELETE request to the "/contacts/{contact_id}" endpoint, replacing "{contact_id}" with the ID of the contact you want to delete.

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Use the GET method to retrieve all custom fields

To retrieve all custom fields in FluentCRM, you can make a GET request to the "/custom-fields" endpoint. This will return a list of all custom fields that you have created in FluentCRM.

Use the GET method to retrieve all companies

To retrieve all companies in FluentCRM, you can make a GET request to the "/companies" endpoint. This will return a list of all companies in your FluentCRM database.

Use the GET method with the company ID to retrieve a specific company

If you want to retrieve a specific company from FluentCRM, you can make a GET request to the "/companies/{company_id}" endpoint, replacing "{company_id}" with the ID of the company you want to retrieve.

Use the DELETE method to delete a specific company

If you want to delete a specific company from FluentCRM, you can make a DELETE request to the "/companies/{company_id}" endpoint, replacing "{company_id}" with the ID of the company you want to delete.

Use the POST method to search for companies by name, phone, description, or email

To search for companies in FluentCRM, you can make a POST request to the "/companies/search" endpoint. The request body should contain the search parameter in raw JSON format. You can search for companies by name, phone, description, or email.

Pass the search parameter in the request body as raw JSON format

When searching for companies, you need to pass the search parameter in the request body as raw JSON format. The request body should be a JSON object that contains the search parameter. For example, to search for companies by name, you can use the following request body:

{
  "name": "example"
}

Use the GET method with the contact ID to search for the associated company

If you want to search for the associated company of a specific contact in FluentCRM, you can make a GET request to the "/contacts/{contact_id}/company" endpoint, replacing "{contact_id}" with the ID of the contact you want to search for.

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Use the GET method with the company ID to retrieve a specific company

If you want to retrieve a specific company from FluentCRM, you can make a GET request to the "/companies/{company_id}" endpoint, replacing "{company_id}" with the ID of the company you want to retrieve.

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