Firmao Integration — Automate Firmao with AI on Beauto
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.
Category: crm, business intelligence · 14 actions available
What you can automate with Firmao
Beauto connects Firmao with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Firmao events, enrich Firmao data with AI, or sync Firmao with the rest of your stack — without writing code.
- Sync Firmao data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Firmao events and route the output anywhere
- Schedule recurring Firmao tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Firmao actions Beauto supports
- Create Invoice — Creates a new sales or purchase invoice in Firmao CRM. This action generates an invoice transaction with line items, customer information, pricing details, and payment terms. It can auto-create customers if needed and su
- Delete Company Setting — Deletes a company setting by its unique identifier. Returns success status and details about the deletion attempt. Use this when you need to permanently remove a specific company setting configuration.
- Delete Contact — Soft-deletes a contact in Firmao CRM by marking it as deleted (sets deleted=true). This action sends a PUT request to mark the contact as deleted without permanently removing it from the system. The contact can potential
- Delete Invoice — Soft-deletes a Firmao invoice by marking it as deleted. This action sends a PUT request to mark the invoice's 'deleted' field as true. The invoice record remains in the system but is marked as deleted. Returns a changelo
- Delete Offer — Soft-delete an offer in Firmao by marking it as deleted. The offer record is not permanently removed but is marked with deleted=true, making it inactive in the system. Use this action when you need to remove an offer wit
- Get Invoice — Retrieve detailed information about a specific invoice by its ID. Returns comprehensive invoice data including customer details, line items, payment status, pricing information, and metadata. Use this when you need compl
- Get Offer — Retrieve detailed information about a specific offer from Firmao CRM by its unique ID. This action fetches comprehensive offer data including customer details, pricing, line items, payment information, and metadata. Use
- Get Task — Retrieves detailed information about a specific task by its unique ID. Use this action when you need to: - Get full details of a task after obtaining its ID from a list or search - Check the current status, progress, or
- List Company Settings — Lists all company settings from Firmao. Company settings are key-value configuration pairs that store custom configurations for companies. Use this action to retrieve settings, with optional filtering by company ID and p
- List Invoices — Tool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.
- List Tasks — Retrieves a paginated list of tasks from Firmao. Returns task details including status, priority, dates, responsible users, tags, and financial data. Supports sorting, filtering by various fields, and configurable detail
- Update Contact in Firmao — Updates an existing contact in Firmao CRM by its ID. Use this tool to modify contact information such as name, email, phone, position, or customer association. Only include the fields you want to change - omitted fields
- Update Offer — Updates an existing offer/quote in Firmao by ID. Modifies specified fields while preserving unspecified ones. Returns a changelog detailing what changed. Supports partial updates - only provide fields you want to change.
- Update Task — Tool to update an existing task. Use when you need to modify one or more fields of a task after confirming its current details.