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 PostgreSQL API

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

Create Customer with Firmao API on New Column from PostgreSQL API
PostgreSQL + Firmao
 
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Create Customer with Firmao API on New or Updated Row from PostgreSQL API
PostgreSQL + Firmao
 
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Create Customer with Firmao API on New Row Custom Query from PostgreSQL API
PostgreSQL + Firmao
 
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Create Customer with Firmao API on New Row from PostgreSQL API
PostgreSQL + Firmao
 
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Create Customer with Firmao API on New Table from PostgreSQL API
PostgreSQL + Firmao
 
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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 Column from the PostgreSQL API

Emit new event when a new column is added to a table. 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 or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
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Create Customer with the Firmao API

Create a new company customer. See the documentation

 
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Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. 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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Execute Custom Query with the PostgreSQL API

Executes a custom query you provide. 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 PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

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import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.postgresql.executeQuery(queryObj);
    return rows;
  },
})