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 Twilio SendGrid API

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

Add Email to Global Suppression with Twilio SendGrid API on New Customer from Firmao API
Firmao + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Offer from Firmao API
Firmao + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Task from Firmao API
Firmao + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Customer from Firmao API
Firmao + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Offer from Firmao API
Firmao + Twilio SendGrid
 
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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 Contact from the Twilio SendGrid API

Emit new event when a new contact is created

 
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New Events (Instant) from the Twilio SendGrid API

Emit new event when any of the specified SendGrid events is received

 
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Create Customer with the Firmao API

Create a new company customer. See the documentation

 
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Add Email to Global Suppression with the Twilio SendGrid API

Allows you to add one or more email addresses to the global suppressions group. See the docs here

 
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Create Offer with the Firmao API

Create a new quote/offer. See the documentation

 
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Add or Update Contact with the Twilio SendGrid API

Adds or updates a contact. See the docs here

 
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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 Twilio SendGrid

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Connect Twilio SendGrid

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendgrid: {
      type: "app",
      app: "sendgrid",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendgrid.com/v3/user/account`,
      headers: {
        Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.