CRM · CONNECTIONRead and create Firmao customers, contact persons, tasks, sales notes and opportunities, and list projects and products.
Explore 13 workflow actions for Firmao, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add a contact person to a customer.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a customer (counterparty); a repeated tax number is refused.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a note to a customer.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a sales opportunity for a customer with its value and currency.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a task, optionally for a project or customer, with planned dates and people responsible.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List contact persons, newest pages by start and limit, optionally by name or ID.
List customers, newest pages by start and limit, optionally by name or ID.
List products, newest pages by start and limit, optionally by name or ID.
List projects, newest pages by start and limit, optionally by name or ID.
List sales notes, newest pages by start and limit, optionally by name or ID.
List sales opportunities, newest pages by start and limit, optionally by name or ID.
List tasks, newest pages by start and limit, optionally by name or ID.
Change the given customer fields; Firmao advises one field at a time.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Firmao. A saved workflow is not a completed provider action.
