Firmao integration
CRM - customer relationship management. Managing sales opportunities from various sources (Mailing, Cold Calling, Live Chat, Google Ads, FB, Callback) in one place.
What your agents can do with Firmao
7 pre-built Firmao tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (4)
List Tasks
List tasks from the organization.
Create Task
Create a new task for the organization.
Create Offer
Create a new quote/offer.
Create Customer
Create a new company customer.
Triggers (3)
New Task
Emit new event when a new task is created.
New Offer
Emit new event when a new offer is created.
New Customer
Emit new event when a new customer is created.
Set up Firmao in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Firmao account
In Relevance AI, open Integrations and add Firmao, then paste your API key. You will find it in your Firmao account settings.
Use Firmao in an agent
Create a tool, add a Firmao tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Firmao to work in your agents
Connect Firmao alongside 1,800+ other integrations and let your agents run the busywork.