← Firmao

Create Offer with Firmao API

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Create Offer with the Firmao API
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Developers Pipedream

Getting Started

Create a workflow to Create Offer 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 Offer action
    1. Connect your Firmao account
    2. Configure Unique Number
    3. Select a Offer Type
    4. Select a Offer Mode
    5. Configure Offer Date
    6. Optional- Configure Net Price
    7. Optional- Configure Gross Price
    8. Optional- Configure VAT Price
    9. Optional- Select a Currency
    10. Optional- Configure Valid From
    11. Optional- Select a Offer Status
    12. Optional- Configure Payment Date
    13. Optional- Configure Customer Address Post Code
    14. Optional- Configure Days To Due Date
    15. Optional- Select a Customer
    16. Optional- Configure Customer Address City
    17. Optional- Configure Customer Address Country
    18. Optional- Configure Customer Address Street
    19. Optional- Configure NIP Number
    20. Optional- Configure Issuing Person
  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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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 Offer on Firmao
Description:Create a new quote/offer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)
Version:0.0.1
Key:firmao-create-offer

Code

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

export default {
  key: "firmao-create-offer",
  name: "Create Offer",
  description: "Create a new quote/offer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    number: {
      type: "string",
      label: "Unique Number",
      description: "Unique number of the offer.",
    },
    type: {
      type: "string",
      label: "Offer Type",
      description: "Type of the offer.",
      options: constants.OFFER_TYPE,
    },
    mode: {
      type: "string",
      label: "Offer Mode",
      description: "Mode of the offer.",
      options: constants.OFFER_MODE,
    },
    offerDate: {
      type: "string",
      label: "Offer Date",
      description: "Date of the offer. e.g `2012-07-17T00:00:00+02:00`",
    },
    netPrice: {
      type: "string",
      label: "Net Price",
      description: "Net price of the offer.",
      optional: true,
    },
    grossPrice: {
      type: "string",
      label: "Gross Price",
      description: "Gross price of the offer.",
      optional: true,
    },
    vatPrice: {
      type: "string",
      label: "VAT Price",
      description: "Value Added Tax price of the offer.",
      optional: true,
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Currency of the offer.",
      options: constants.OFFER_CURRENCY,
      optional: true,
    },
    validFrom: {
      type: "string",
      label: "Valid From",
      description: "Date from which the offer is valid. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    offerStatus: {
      type: "string",
      label: "Offer Status",
      description: "Status of the offer.",
      options: constants.OFFER_STATUS,
      optional: true,
    },
    paymentDate: {
      type: "string",
      label: "Payment Date",
      description: "Payment date of the offer. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    customerAddressPostCode: {
      type: "string",
      label: "Customer Address Post Code",
      description: "Post code of the customer's address.",
      optional: true,
    },
    daysToDueDate: {
      type: "integer",
      label: "Days To Due Date",
      description: "Number of days to the due date of the offer.",
      optional: true,
    },
    customer: {
      type: "string",
      label: "Customer",
      description: "Customer ID to be added in an offer",
      optional: true,
      propDefinition: [
        app,
        "customers",
      ],
    },
    customerAddressCity: {
      type: "string",
      label: "Customer Address City",
      description: "City of the customer's address.",
      optional: true,
    },
    customerAddressCountry: {
      type: "string",
      label: "Customer Address Country",
      description: "Country of the customer's address.",
      optional: true,
    },
    customerAddressStreet: {
      type: "string",
      label: "Customer Address Street",
      description: "Street of the customer's address.",
      optional: true,
    },
    nipNumber: {
      type: "string",
      label: "NIP Number",
      description: "NIP number of the customer.",
      optional: true,
    },
    issuingPerson: {
      type: "string",
      label: "Issuing Person",
      description: "Person issuing the offer.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      "nettoPrice": this.netPrice,
      "bruttoPrice": this.grossPrice,
      "vatPrice": this.vatPrice,
      "currency": this.currency,
      "paymentType": this.paymentType,
      "paymentDate": this.paymentDate,
      "offerDate": this.offerDate,
      "validFrom": this.validFrom,
      "type": this.type,
      "mode": this.mode,
      "offerStatus": this.offerStatus,
      "customerAddress.postCode": this.customerAddressPostCode,
      "daysToDueDate": this.daysToDueDate,
      "customer": this.customer,
      "customerAddress.city": this.customerAddressCity,
      "customerAddress.country": this.customerAddressCountry,
      "customerAddress.street": this.customerAddressStreet,
      "nipNumber": this.nipNumber,
      "issuingPerson": this.issuingPerson,
      "number": this.number,
    };

    const offer = await this.app.createOffer({
      $,
      data,
    });
    $.export("$summary", "Successfully created offer");

    return offer;
  },
};

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.
Unique Numbernumberstring

Unique number of the offer.

Offer TypetypestringSelect a value from the drop down menu:{ "label": "Offer", "value": "OFFER" }{ "label": "Order", "value": "ORDER" }
Offer ModemodestringSelect a value from the drop down menu:{ "label": "Sale", "value": "SALE" }{ "label": "Purchase", "value": "PURCHASE" }
Offer DateofferDatestring

Date of the offer. e.g 2012-07-17T00:00:00+02:00

Net PricenetPricestring

Net price of the offer.

Gross PricegrossPricestring

Gross price of the offer.

VAT PricevatPricestring

Value Added Tax price of the offer.

CurrencycurrencystringSelect a value from the drop down menu:{ "label": "Brazilian Reais", "value": "BRL" }{ "label": "Euro", "value": "EUR" }{ "label": "US Dollars", "value": "USD" }
Valid FromvalidFromstring

Date from which the offer is valid. e.g 2012-07-17T00:00:00+02:00

Offer StatusofferStatusstringSelect a value from the drop down menu:{ "label": "New", "value": "NEW" }{ "label": "Sent", "value": "SENT" }{ "label": "During Negotiations", "value": "DURING_NEGOTIATIONS" }{ "label": "Accepted", "value": "ACCEPTED" }{ "label": "Rejected", "value": "REJECTED" }{ "label": "Executed", "value": "EXECUTED" }
Payment DatepaymentDatestring

Payment date of the offer. e.g 2012-07-17T00:00:00+02:00

Customer Address Post CodecustomerAddressPostCodestring

Post code of the customer's address.

Days To Due DatedaysToDueDateinteger

Number of days to the due date of the offer.

CustomercustomerstringSelect a value from the drop down menu.
Customer Address CitycustomerAddressCitystring

City of the customer's address.

Customer Address CountrycustomerAddressCountrystring

Country of the customer's address.

Customer Address StreetcustomerAddressStreetstring

Street of the customer's address.

NIP NumbernipNumberstring

NIP number of the customer.

Issuing PersonissuingPersonstring

Person issuing the offer.

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.

More Ways to Use Firmao

Triggers

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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Actions

Create Customer with the Firmao API

Create a new company customer. 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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