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Firmaocrm

14 available actions

What your AI agent can do in 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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get InvoiceRetrieve detailed information about a specific invoice by its ID.
  • Get TaskRetrieves detailed information about a specific task by its unique ID.
  • Create InvoiceCreates a new sales or purchase invoice in Firmao CRM.
  • Update Contact in FirmaoUpdates an existing contact in Firmao CRM by its ID.
  • Update TaskTool to update an existing task.
  • Delete ContactSoft-deletes a contact in Firmao CRM by marking it as deleted (sets deleted=true).

Browse all 14 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 6 actionsHide actions
  • Get InvoiceRetrieve detailed information about a specific invoice by its ID.
  • Get OfferRetrieve detailed information about a specific offer from Firmao CRM by its unique ID.
  • Get TaskRetrieves detailed information about a specific task by its unique ID.
  • List Company SettingsLists all company settings from Firmao.
  • List InvoicesTool to list invoices.
  • List TasksRetrieves a paginated list of tasks from Firmao.
Create & communicateCreate records or send supported messagesView 1 actionHide actions
  • Create InvoiceCreates a new sales or purchase invoice in Firmao CRM.
Update & manageChange and manage existing recordsView 3 actionsHide actions
  • Update Contact in FirmaoUpdates an existing contact in Firmao CRM by its ID.
  • Update OfferUpdates an existing offer/quote in Firmao by ID.
  • Update TaskTool to update an existing task.
Remove & cancelRemove records or cancel supported workView 4 actionsHide actions
  • Delete Company SettingDeletes a company setting by its unique identifier.
  • Delete ContactSoft-deletes a contact in Firmao CRM by marking it as deleted (sets deleted=true).
  • Delete InvoiceSoft-deletes a Firmao invoice by marking it as deleted.
  • Delete OfferSoft-delete an offer in Firmao by marking it as deleted.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Firmao

How does the agent connect to Firmao?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Firmao?
The page above lists the 14 actions currently available through the Firmao connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Firmao included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Firmao is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Firmao to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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