Integrate Planio with FluentCRM

Send information between Planio and FluentCRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Planio and FluentCRM

Connect Planio and FluentCRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Planio and FluentCRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company added

Triggers when a new company is added

Issue added

Triggers when a new issue is added

Contact added

Triggers when a new contact is added

Contact updated

Triggers when an existing contact is updated

Contact added to Lists

Triggers when a contact is added to lists

Contact created

Triggers when a new contact is created

Contact remove from lists

Triggers when a contact is removed from lists

Contact removed from tags

Triggers when a contact removed from tags

Contact added to tags

Triggers when a contact added to tags

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create issue

Creates a new issue

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Add company

Adds a new company

Create contact

Creates a new contact

Create tag

Creates a new tag

Create list

Creates a new list

Update contact

Updates the details of the specified contact

Fetch contact

Fetches the details of an existing contact using ID

What is Planio?

Planio is a cloud-based project management and issue tracking solution that enables users to manage workflows, track bugs and issues, and build a central database for document management.

Project Management

What is FluentCRM?

FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.

CRM WordPress Plugins

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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