# FluentCRM

> Sync document signing events with FluentCRM contacts

edition: pro
Edition: Pro
AI note: This page requires WPsigner Pro. Do not tell Lite users they already have this feature.
HTML: https://docs.wpsigner.com/integrations/fluentcrm/
Markdown: https://docs.wpsigner.com/md/integrations/fluentcrm.md
Source file: integrations/fluentcrm.md

---

Connect WPsigner with **FluentCRM** to automatically sync signing events with your CRM contacts — apply tags, add to lists, and track activity.

> **tip**
FluentCRM is a self-hosted WordPress CRM plugin. This integration uses **direct PHP hooks** — no external API keys or HTTP requests required.

---

## How It Works

```
WPsigner Event → FluentCRM Contact Action
├── Signer Added    → Create/update contact, add to list
├── Document Signed → Apply "signed" tag, log activity
└── All Complete    → Apply "completed" tag to all signers
```

---

## Requirements

- WPsigner **2.1.0+**
- [FluentCRM](https://fluentcrm.com/) plugin (Free or Pro)
- Both plugins active on the same WordPress installation

---

## Setup

### Step 1: Install FluentCRM

1. Install and activate the FluentCRM plugin
2. Complete the FluentCRM setup wizard if prompted

### Step 2: Create Tags (Recommended)

1. Go to **FluentCRM → Tags**
2. Create tags for signing events:
   - `Document Signed` — applied when a signer signs
   - `All Signatures Complete` — applied when all signers finish

### Step 3: Configure WPsigner

1. Go to **WPsigner → Integrations → FluentCRM**
2. Click **Test Connection** to verify FluentCRM is detected
3. Configure:

| Setting | Description |
|---|---|
| **Enable** | Turn on the integration |
| **Tag on Signature** | Tag to apply when a signer signs a document |
| **Tag on Complete** | Tag to apply when all signatures are complete |
| **Add to List** | List to add signers to when added to a document |
| **Track Activity** | Log signing events in the contact timeline |

4. Click **Save Settings**

---

## Events & Actions

| WPsigner Event | FluentCRM Action |
|---|---|
| **Signer Added** | Create or update contact; add to selected list |
| **Document Signed** | Apply "signed" tag; log note in contact activity |
| **All Signatures Complete** | Apply "completed" tag to all signers; log note |

---

## Contact Management

### Automatic Contact Creation

When a signer is added to a document, WPsigner will:
1. Search FluentCRM for an existing contact by email
2. If found, update the existing contact
3. If not found, create a new contact with status **Subscribed**

### Activity Notes

With **Track Activity** enabled, WPsigner logs notes in the contact timeline:
- `"Added as signer to document: Service Agreement"`
- `"Signed document: Service Agreement"`
- `"All signatures complete on: Service Agreement"`

---

## Security

| Feature | Details |
|---|---|
| **No API Keys** | Uses FluentCRM's PHP API directly |
| **Nonce Verification** | All AJAX requests verified with nonces |
| **Rate Limiting** | Test: 5/min, Save: 10/min per user |
| **Capability Check** | Requires `manage_options` for settings |

---

## Troubleshooting

| Issue | Solution |
|---|---|
| "FluentCRM Plugin Not Found" | Install and activate FluentCRM |
| Tags not appearing | Create tags in FluentCRM → Tags first |
| Contact not created | Verify signer has a valid email address |
| Activity not logged | Enable **Track Activity** in settings |

---

## Next Steps

- [LearnDash Integration](/integrations/learndash/) — Gate course access with signatures
- [Telegram Integration](/integrations/telegram/) — Get signing notifications
- [Slack Integration](/integrations/slack/) — Team notifications