Extending FluentCRM

FluentCRM Core Intermediate

FluentCRM is built to be extended from a separate plugin. This page lists every extension point and where to start. Register your code on the fluent_crm/after_init hook so FluentCRM is fully loaded before you touch it.

Pick your goal

I want to…	Use	Start here
Start an automation from my own event	Custom trigger	Trigger
Add a step to an automation	Custom action	Action
Add a goal contacts must reach	Custom benchmark	Benchmark
Add a tab to the contact profile	Profile section	Contact Profile Section
Add a tab to the company profile	Profile section	Company Profile Section
Add an item to the FluentCRM top menu	Menu hook + optional Vue screen	Admin Top Menu
Add a dynamic placeholder to emails	Smart code	Smart Codes
Record custom contact activity	Event tracking	Event Tracking
Add my own REST endpoints	Routes, controllers, policies	Extending the REST API
Call FluentCRM from my plugin	Global API functions	Global Functions
React to or change what FluentCRM does	Action and filter hooks	Hooks Reference
Query FluentCRM data directly	Models and tables	Database Models, Schema
Script or automate from the server	WP-CLI	CLI
Send email faster	Parallel senders	Email Sending Speed

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

php

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.).

Contact, Company and Email Extensions

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

Build on the platform

Area	What you get	Reference
REST API	369 documented endpoints, plus the ability to add your own under `fluent-crm/v2`	REST API, Extending the REST API
Hooks	400+ actions and filters	Actions, Filters
Global functions	`FluentCrmApi('contacts')`, `('tags')`, `('lists')`, `('companies')`, `('extender')`, `('event_tracker')`	Global Functions
Helper classes	`Arr`, `Str`, `Request`, `ContactsQuery`, `PermissionManager`	Helpers
Database	Eloquent-style models and the `fc_` tables	Models, Schema
CLI	Sync, send, license and simulation commands	CLI

Some extension points are opt-in

Event tracking, the company module and multi-threaded sending are switched on under Settings → Experimental. Each page says when a feature depends on one.

Extending FluentCRM ​

Pick your goal ​

Automation Components ​

Registration ​

Form Fields ​

Contact, Company and Email Extensions ​

Build on the platform ​