FluentCRM Integration

When FluentCRM is active, FluentAffiliate boots FluentAffiliate\App\Modules\FluentCRM\Init on the fluentcrm_loaded hook (wired in boot/app.php). Everything below is skipped when FluentCRM is not installed — CrmContactService::isActive() simply checks defined('FLUENTCRM').

Automation Triggers

Four funnel triggers are registered under the FluentAffiliate category. Each wraps an existing FluentAffiliate hook:

Trigger	Underlying hook	Fires when
Affiliate Registered as Pending	fluent_affiliate/affiliate_created	A new affiliate registers
Affiliate Account Approved	fluent_affiliate/affiliate_status_to_active	An affiliate's status becomes active
Successful Referral Created	fluent_affiliate/referral_marked_unpaid	A referral is confirmed on a paid order
Affiliate Payout Sent	fluent_affiliate/payout/transaction/transaction_updated_to_paid	A payout transaction is marked paid

Automation Action

create_affiliate_account — Create Affiliate Account. Creates an affiliate record for the contact's linked WordPress user from inside a FluentCRM funnel, with configurable commission rate type (default / percentage / flat).

Contact Info Widget

Init::pushInfoWidgetToContact() hooks fluent_crm/subscriber_info_widgets and adds an Affiliate Profile panel to the FluentCRM contact screen when the contact's WordPress user has an affiliate record. It shows affiliate ID (linked to the admin screen), status, commission rate, total and unpaid earnings, referral count, and visit count.

CRM Profile Card on the Affiliate

The single-affiliate admin screen shows a CRM card with the contact's tags and lists, and lets an admin edit them in place.

GET /affiliates/{id} attaches crm_profile (via CrmContactService::getProfileData()) when FluentCRM is active and the current user has fcrm_read_contacts:

[
    'contact_id'  => 12,
    'photo'       => 'https://…',
    'full_name'   => 'Jane Doe',
    'status'      => 'subscribed',
    'profile_url' => 'https://site.test/wp-admin/admin.php?page=fluentcrm-admin#/subscribers/12',
    'stats'       => [ /* FluentCRM contact stats */ ],
    'tag_ids'     => [3, 8],
    'list_ids'    => [1],
    'tags'        => [['id' => 3, 'title' => 'Partners']],
    'lists'       => [['id' => 1, 'title' => 'Newsletter']],
    'editable'    => true,   // current user has fcrm_manage_contacts
]

The contact is resolved from the affiliate's user_id via FluentCrmApi('contacts')->getContactByUserRef(). No linked user or no matching contact → null, and the card is not rendered.

Endpoints

Method	Path	Capability	Purpose
GET	/affiliates/{id}/crm-contact	fcrm_read_contacts	Current tag/list selection
GET	/affiliates/{id}/crm-options	fcrm_read_contacts	Searchable tag/list options for the picker
POST	/affiliates/{id}/crm-contact/tags	fcrm_manage_contacts	Sync the contact's tags
POST	/affiliates/{id}/crm-contact/lists	fcrm_manage_contacts	Sync the contact's lists

Behaviour worth knowing:

• Options are bounded — crm-options returns at most 50 rows, ordered by title, optionally narrowed by search (LIKE, with %/_ escaped). Pass type=lists for lists; anything else means tags.
• Sync is declarative — you send the full desired id set (tag_ids or list_ids) and the service computes attach/detach diffs. Ids FluentCRM does not recognise are dropped.
• Payloads are capped — the controller casts to int, de-duplicates, and slices to 200 ids before the WHERE IN query.
• The response returns the fresh tag_ids and list_ids so the UI can re-sync without a second request.

curl -X POST https://site.test/wp-json/fluent-affiliate/v2/affiliates/42/crm-contact/tags \
  -u "admin:APPLICATION_PASSWORD" \
  -H "Content-Type: application/json" \
  -d '{"tag_ids": [3, 8]}'

Both endpoints fail with a plain error message — not a silent no-op — when FluentCRM is inactive, the capability is missing, or the affiliate has no CRM contact.

Smart Codes

Affiliate data is exposed to FluentCRM email and funnel templates through three smart-code groups, registered on fluent_crm/smartcode_group_callback_*:

Group	Resolves to
fa_affiliate	The contact's affiliate record
fa_transaction	The funnel's source transaction, else the affiliate's latest transaction
fa_referral	The funnel's source referral, else the affiliate's latest referral

Each callback re-emits the value through fluent_affiliate/parse_smart_codes, so any smart code you register on the FluentAffiliate side is available inside FluentCRM too. Context-specific codes are also pushed onto fluent_crm_funnel_context_smart_codes — transaction codes for the payout-paid context, referral codes for the referral context.

Deep Integration

DeepIntegration adds FluentAffiliate as a first-class data source inside FluentCRM:

• Contact import — registers the fluent_affiliate import driver (fluent_crm/import_providers), so affiliates can be imported as contacts.
• Advanced filters — fluentcrm_advanced_filter_options and fluentcrm_contacts_filter_fluent_affiliate let you segment contacts by affiliate properties.
• Automation conditions — the same option set is exposed through fluentcrm_automation_condition_groups, assessed by fluentcrm_automation_conditions_assess_fluent_affiliate.
• General smart codes — fluent_crm/extended_smart_codes.

Related

• Affiliate model
• Affiliates API
• Action Hooks