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 Snowflake API

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

Create Customer with Firmao API on New Row from Snowflake API
Snowflake + Firmao
 
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Create Offer with Firmao API on New Row from Snowflake API
Snowflake + Firmao
 
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Create Task with Firmao API on New Row from Snowflake API
Snowflake + Firmao
 
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List Tasks with Firmao API on New Row from Snowflake API
Snowflake + Firmao
 
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Create Customer with Firmao API on New Query Results from Snowflake API
Snowflake + Firmao
 
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New Row from the Snowflake API

Emit new event when a row is added to a table

 
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New Query Results from the Snowflake API

Run a SQL query on a schedule, triggering a workflow for each row of results

 
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Failed Task in Schema from the Snowflake API

Emit new events when a task fails in a database schema

 
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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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Create Customer with the Firmao API

Create a new company customer. 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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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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Insert Multiple Rows with the Snowflake API

Insert multiple rows into a table

 
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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 Snowflake

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Connect Snowflake

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import { promisify } from 'util'
import snowflake from 'snowflake-sdk'

export default defineComponent({
  props: {
    snowflake: {
      type: "app",
      app: "snowflake",
    }
  },
  async run({steps, $}) {
    const connection = snowflake.createConnection({
      ...this.snowflake.$auth,
      application: "PIPEDREAM_PIPEDREAM",
    })
    const connectAsync = promisify(connection.connect)
    await connectAsync()
    
    async function connExecuteAsync(options) {
      return new Promise((resolve, reject) => {
        connection.execute({
          ...options,
          complete: function(err, stmt, rows) {
            if (err) {
              reject(err)
            } else {
              resolve({stmt, rows})
            }
          }
        })
      })
    }
    
    // See https://docs.snowflake.com/en/user-guide/nodejs-driver-use.html#executing-statements
    const { rows } = await connExecuteAsync({
      sqlText: `SELECT CURRENT_TIMESTAMP()`,
    })
    return rows
  },
})