Firmao connector for Okou
Read Firmao customers, contacts, projects, tasks, products, sales, invoices, and warehouse records.
Sales & operations · API Login and Password
Use Firmao in Okou
Read Firmao CRM and ERP customers, contacts, sales opportunities, projects, tasks, products, invoices, offers, and warehouse records.
Once connected, supported Firmao actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Firmao
- Read customer companies, contacts, customer groups, sales notes, and sales opportunities.
- Read projects and tasks.
- Read products and services, including stock metadata.
- Read transactions, transaction line items, and numbering-series metadata without allocating a number.
- Read offer and order records without creating or sending them.
- Read warehouse document records without generating documents.
How the Firmao connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Firmao
Choose API Login and Password.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Firmao securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Login and Password
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Firmao covers
The topics this connector's published operations touch.
- crm
- erp
- invoices
- warehouse
Firmao connector questions
- What can Okou do with Firmao?
- Read Firmao customers, contacts, projects, tasks, products, sales, invoices, and warehouse records. Documented actions include: Read customer companies, contacts, customer groups, sales notes, and sales opportunities. Read projects and tasks.
- How do I connect Firmao to Okou?
- Connect Firmao using API Login and Password. The connection controls which supported actions a workflow can use.
- Can Firmao run in an automated workflow?
- Yes. After it is connected, supported Firmao actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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