crm · business-intelligence · 0 triggers · 14 actions
Firmao is a business information platform offering data and insights on companies, industries, and markets, providing tools for company research, industry analysis, and market intelligence. Add Firmao to your Stream Deck workflows with guided setup for the connection details it needs.
Add Firmao to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Firmao.
Creates a new sales or purchase invoice in Firmao CRM. This action generates an invoice transaction with line items, customer information, pricing details, and payment terms. It can auto-create customers if needed and supports automatic invoice numbering.
Deletes a company setting by its unique identifier. Returns success status and details about the deletion attempt. Use this when you need to permanently remove a specific company setting configuration.
Soft-deletes a contact in Firmao CRM by marking it as deleted (sets deleted=true). This action sends a PUT request to mark the contact as deleted without permanently removing it from the system. The contact can potentially be restored later through the Firmao interface. Returns a changelog documenting the deletion operation. Use this when you need to remove a contact from active use in Firmao CRM.
Soft-deletes a Firmao invoice by marking it as deleted. This action sends a PUT request to mark the invoice's 'deleted' field as true. The invoice record remains in the system but is marked as deleted. Returns a changelog documenting the deletion operation. If the API returns unexpected response formats, the action normalizes them to the expected schema.
Soft-delete an offer in Firmao by marking it as deleted. The offer record is not permanently removed but is marked with deleted=true, making it inactive in the system. Use this action when you need to remove an offer without permanently destroying the record. The action returns a changelog documenting the deletion operation.
Retrieve detailed information about a specific invoice by its ID. Returns comprehensive invoice data including customer details, line items, payment status, pricing information, and metadata. Use this when you need complete invoice details for a known invoice ID.
Retrieve detailed information about a specific offer from Firmao CRM by its unique ID. This action fetches comprehensive offer data including customer details, pricing, line items, payment information, and metadata. Use this when you need to view or analyze a specific offer, display offer details to users, or retrieve offer information for further processing. The configured Firmao organization is taken from the connected account.
Retrieves detailed information about a specific task by its unique ID. Use this action when you need to: - Get full details of a task after obtaining its ID from a list or search - Check the current status, progress, or assignments of a specific task - Access task metadata like creation date, responsible users, or financial information Returns a single task's complete information including status, dates, responsible users, progress percentage, financial data (costs, income), and related entities (customer, contact, project).
Firmao is a business information platform offering data and insights on companies, industries, and markets, providing tools for company research, industry analysis, and market intelligence.
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