Firmao

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

Integrate the Firmao API with the Google Sheets API

Setup the Firmao API trigger to run a workflow which integrates with the Google Sheets API. Pipedream's integration platform allows you to integrate Firmao and Google Sheets remarkably fast. Free for developers.

Add Single Row with Google Sheets API on New Customer from Firmao API
Firmao + Google Sheets
 
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Add Single Row with Google Sheets API on New Offer from Firmao API
Firmao + Google Sheets
 
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Add Single Row with Google Sheets API on New Task from Firmao API
Firmao + Google Sheets
 
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Add Multiple Rows with Google Sheets API on New Customer from Firmao API
Firmao + Google Sheets
 
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Add Multiple Rows with Google Sheets API on New Offer from Firmao API
Firmao + Google Sheets
 
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New Customer from the Firmao API

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

 
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New Offer from the Firmao API

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

 
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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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New Comment (Instant) from the Google Sheets API

Emit new event each time a comment is added to a spreadsheet.

 
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New Row Added (Instant) from the Google Sheets API

Emit new event each time a row or rows are added to the bottom of a spreadsheet.

 
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Create Customer with the Firmao API

Create a new company customer. See the documentation

 
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Add Single Row with the Google Sheets API

Add a single row of data to Google Sheets. See the documentation

 
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Create Offer with the Firmao API

Create a new quote/offer. See the documentation

 
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Add Multiple Rows with the Google Sheets API

Add multiple rows of data to a Google Sheet. 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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Overview of Firmao

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.

Connect Firmao

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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}`,
      },
    })
  },
})

Overview of Google Sheets

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Connect Google Sheets

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    google_sheets: {
      type: "app",
      app: "google_sheets",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.googleapis.com/oauth2/v1/userinfo`,
      headers: {
        Authorization: `Bearer ${this.google_sheets.$auth.oauth_access_token}`,
      },
    })
  },
})
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Building a Google Sheets Twitter Bot with Pipedream
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Building a Twitter Scheduling System with Pipedream and Google Sheets
Building a Twitter Scheduling System with Pipedream and Google Sheets
A few months ago, I blogged about how I used Pipedream and Google Sheets to create a Twitter bot. The idea was simple - read a sheet - select a random row - and use that as the source of a new Tweet. I was thinking about this recently and how useful Google Sheets can be as a "light weight CMS" and figured out another interesting use case - Twitter scheduling.
Logging user credit changes using Google Sheets and Pipedream
Logging user credit changes using Google Sheets and Pipedream
One of the nice features SuperSaaS is a credit system which allows end-users to buy credit once and then easily pay for appointments without needing to go through the checkout each time. There are multiple things that can affect a credit balance. Credit purchases and new appointment, obviously, but also refunds due to canceled appointments, and manual credit adjustments by a superuser. This post is a step-by-step tutorial for setting up the logging of user credit information to a Google Sheet using Pipedream, a powerful API integration service.