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Overview#
The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
firmao: {
type: "app",
app: "firmao",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://system.firmao.net/${this.firmao.$auth.organization_id}/svc/v1/contacts`,
auth: {
username: `${this.firmao.$auth.api_login}`,
password: `${this.firmao.$auth.api_password}`,
},
})
},
})
Example Use Cases#
Sync New Contacts to a Google Sheet: Whenever a new contact is added in Firmao, this workflow automatically adds the contact's details to a specified Google Sheet. This helps in maintaining an updated backup and easy sharing with team members who prefer working within spreadsheets.
Send Slack Notifications for New Invoices: Create a workflow that listens for new invoices created in Firmao and sends a notification with invoice details to a Slack channel. This keeps the finance team or the entire company informed about billing activities in real-time.
Automate Project Creation from GitHub Issues: When a new GitHub issue is tagged with a specific label, trigger a workflow that creates a corresponding project or task in Firmao. This bridges the gap between development tracking in GitHub and project management within Firmao.
Popular Firmao Triggers#
Emit new event when a new customer is created. See the documentation
Authentication#
Name Slug: firmaoFirmao uses API keys for authentication. When you connect your Firmao account, Pipedream securely stores the keys so you can easily authenticate to Firmao APIs in both code and no-code steps.
To retrieve your API Login and Password,
- Navigate to your Firmao account and sign in
- Click the User menu on the top right
- Go to “Company Settings” > “Integrations” > “API”
Your Organization ID is 1234 if your Firmao login URL after you login is https://system.firmao.net/1234
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