← Firmao

Create Customer with Firmao API

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Create Customer with the Firmao API
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Getting Started

Create a workflow to Create Customer with the Firmao API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Customer action
    1. Connect your Firmao account
    2. Configure Name
    3. Optional- Configure Description
    4. Optional- Configure Email
    5. Optional- Configure Phone
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

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Create Customer with Firmao API on New Scheduled Tasks from Pipedream API
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Customer on Firmao
Description:Create a new company customer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)
Version:0.0.1
Key:firmao-create-customer

Code

import app from "../../firmao.app.mjs";

export default {
  key: "firmao-create-customer",
  name: "Create Customer",
  description: "Create a new company customer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the customer",
    },
    description: {
      type: "string",
      label: "Description",
      description: "The description of the customer",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Email",
      description: "The list of emails of the customer",
      optional: true,
    },
    phones: {
      type: "string[]",
      label: "Phone",
      description: "The list of phone numbers of the customer",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
      emails: this.emails,
      phones: this.phones,
      description: this.description,
    };

    const customer = await this.app.createCustomer({
      $,
      data,
    });
    $.export("$summary", `Successfully created customer "${this.name}"`);

    return customer;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
FirmaoappappThis component uses the Firmao app.
Namenamestring

The name of the customer

Descriptiondescriptionstring

The description of the customer

Emailemailsstring[]

The list of emails of the customer

Phonephonesstring[]

The list of phone numbers of the customer

Authentication

Firmao 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

About Firmao

CRM - customer relationship management. Managing sales opportunities from various sources (Mailing, Cold Calling, Live Chat, Google Ads, FB, Callback) in one place.

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New Task from the Firmao API

Emit new event when a new task is created. See the documentation

 
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Actions

Create Offer with the Firmao API

Create a new quote/offer. See the documentation

 
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Create Task with the Firmao API

Create a new task for the organization. See the documentation

 
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List Tasks with the Firmao API

List tasks from the organization. See the documentation

 
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