CRMIn development

Firmao

Firmao is a business information platform offering data and insights on companies, industries, and markets, providing tools for company research, industry analysis, and market intelligence.

In development

Cataloged and scoped, not yet available to run in production.

14
actions

Actions

Operations this integration can perform.

15

Create Invoice

Tool to create an invoice. Use after gathering all invoice details.

Delete Company Setting

Tool to delete a specific company setting. Use when you need to remove a company setting by its unique ID after confirming the ID is valid.

Delete Contact

Tool to delete a contact by marking it as deleted. Use when you need to soft-delete a contact after confirming its existence.

Delete Invoice

Tool to delete an invoice. Use when you need to soft-delete a specific invoice by marking it deleted=true. Implements robust endpoint fallbacks and graceful degradation to ensure a validated response even when the API denies access or returns unexpected shapes.

Delete Offer

Tool to delete an offer. Use when you need to soft-delete an existing offer by marking its deleted flag to true. After this call, the offer is considered deleted within the system.

Get Invoice

Tool to retrieve a specific invoice by its ID. Use when you need the full invoice data by its unique ID.

Get Offer

Tool to retrieve offer details. Use when you need complete information for a specific offer by ID.

Get Task

Tool to retrieve details of a specific task by its ID. Use when you need to fetch a task after knowing its ID.

Triggers

Events that start workflows from this integration.

4

Contact Created

Triggered when a new contact is created in Firmao.

Contact Updated

Triggered when an existing contact is updated in Firmao.

Ticket Created

Triggered when a new ticket is created in Firmao.

Ticket Updated

Triggered when an existing ticket is updated in Firmao.

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