Extending FluentCRM

FluentCRM Core Intermediate

FluentCRM provides a modular architecture that lets third-party plugins add custom automation components, merge tags, profile sections, and more. This section covers all the extension points available to developers.

Automation Components

FluentCRM automations (called "Funnels") are built from three types of components:

Component	Base Class	Description
Trigger	BaseTrigger	An event that starts an automation (e.g., user registers, form submitted)
Action	BaseAction	A task executed during the automation (e.g., apply tag, send email)
Benchmark	BaseBenchMark	A goal/checkpoint that contacts must reach to proceed (e.g., link clicked, tag applied)

All base classes live in the FluentCrm\App\Services\Funnel namespace.

Each component is a PHP class that extends the corresponding base class and implements a set of abstract methods. The base class handles registration automatically — you just define the component's metadata, UI fields, and processing logic.

Registration

Register your components on the fluent_crm/after_init hook:

add_action('fluent_crm/after_init', function () {
    new YourPlugin\Automation\CourseEnrolledTrigger();
    new YourPlugin\Automation\AddToGroupAction();
    new YourPlugin\Automation\TagAppliedBenchmark();
});

Form Fields

Automation components use a declarative field system to render their settings UI. See the Form Field Types reference for all 26 available field types (input-text, select, radio, yes_no_check, html_editor, etc.).

Other Extension Points

Extension	API	Description
Smart Codes	FluentCrmApi('extender')->addSmartCode()	Custom merge tags for emails and templates
Event Tracking	FluentCrmApi('event_tracker')->track()	Track custom contact activities and behaviors
Contact Profile Section	FluentCrmApi('extender')->addProfileSection()	Custom tabs on the contact profile page
Company Profile Section	FluentCrmApi('extender')->addCompanyProfileSection()	Custom tabs on the company profile page