Firmao

CRM & supportCredentials form

Find and create customers, contacts, sales opportunities, notes and tasks in Firmao CRM, and read its projects, products, offers and invoices.

14 actions

Action	Effect	Data handled
firmao_list_customersLists customers (companies and counterparties), filtered by any field	read	Personal data
firmao_create_customerCreates a customer (company)	write	Personal data
firmao_list_contactsLists contact persons at customers, filtered by any field	read	Personal data
firmao_create_contactCreates a contact person at a customer	write	Personal data
firmao_list_sales_opportunitiesLists sales opportunities, filtered by any field	read	Personal data
firmao_create_sales_opportunityCreates a sales opportunity for a customer	write	Personal data
firmao_create_sales_noteAdds a note to a customer's sales history	write	Personal data
firmao_list_tasksLists tasks, filtered by any field	read	Personal data
firmao_create_taskCreates a task, optionally in a project and for a customer, assigned to users	write	Personal data
firmao_list_projectsLists projects, filtered by any field	read	Personal data
firmao_list_productsLists products and services with prices and stock, filtered by any field	read	Personal data
firmao_list_transactionsLists sales and purchase transactions such as invoices, filtered by any field	read	Personal data
firmao_list_offersLists offers and orders, filtered by any field	read	Personal data
firmao_update_recordChanges fields of a customer, contact, task, project, product, sales opportunity, offer or transaction by id	write	Personal data

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Also included

dexby.createSession({
  userId: customer.id,
  connectors: ['firmao']
})