Firmao

14 tools available

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.

crm business intelligence

Connect Firmao Visit Firmao ↗

Connect Firmao to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Firmao's 14 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Common workflows with Firmao

Enrich every new lead

Webhook on lead create
Persona enriches with public sources
Writes back firmographic and technographic data

Auto-route hot deals

Score new opportunities by intent
Match to the closer with the right ICP
Notify both in Slack

Stall detection

Find deals with no activity in 14 days
Draft a re-engagement message per persona
Queue for sales rep approval

Firmao actions 14

Every Firmao action below is a callable tool any Definable persona can invoke.

Create Invoice

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.

Delete Company Setting

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.

Delete Contact

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. If the API returns errors (e.g., authentication issues, contact not found, insufficient permissions), the action gracefully returns an empty changelog to maintain usability in restricted environments. Use this when you need to remove a contact from active use in Firmao CRM.

Delete Invoice

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.

Delete Offer

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.

Get Invoice

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.

Get Offer

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 action implements robust endpoint fallback logic to handle various Firmao API configurations. Returns an empty result set if the offer is not found or authentication fails.

Get Task

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).

List Company Settings

Lists all company settings from Firmao. Company settings are key-value configuration pairs that store custom configurations for companies. Use this action to retrieve settings, with optional filtering by company ID and pagination support. Returns an empty list if no settings exist or the endpoint is not available in the current Firmao deployment.

List Invoices

Tool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.

List Tasks

Retrieves a paginated list of tasks from Firmao. Returns task details including status, priority, dates, responsible users, tags, and financial data. Supports sorting, filtering by various fields, and configurable detail levels (MINIMAL, MEDIUM, FULL).

Update Contact in Firmao

Updates an existing contact in Firmao CRM by its ID. Use this tool to modify contact information such as name, email, phone, position, or customer association. Only include the fields you want to change - omitted fields will remain unchanged. Returns a changelog of the modifications made. Prerequisites: - The contact ID must exist in your Firmao organization - If updating the customer field, the customer ID must already exist

Update Offer

Updates an existing offer/quote in Firmao by ID. Modifies specified fields while preserving unspecified ones. Returns a changelog detailing what changed. Supports partial updates - only provide fields you want to change.

Update Task

Tool to update an existing task. Use when you need to modify one or more fields of a task after confirming its current details.

Frequently asked questions

What can I automate with Firmao on Definable?

Anything Firmao exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 14 Firmao tools directly, then chain the result into another integration without you writing code.

How does Firmao authentication work?

Firmao uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Firmao integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 14 Firmao tools. You only need a separate Firmao subscription if Firmao itself charges per seat or per API call.

Is using Firmao through Definable secure?

Every call from a persona to Firmao is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Firmao on Definable?

Sign up for Definable, open the integrations page, find Firmao, and connect via OAuth or API key. You can immediately attach Firmao to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Firmao actions does Definable expose?

Definable exposes all 14 Firmao actions as callable tools — including `Create Invoice`, `Delete Company Setting`, `Delete Contact`, plus 11 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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