Beyond-Bot.ai + Firmao

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.

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to Firmao.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in Firmao.

Trigger Workflows

Start automated workflows in Firmao based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within Firmao.

Create Invoice

Tool to create an invoice. Use after gathering all invoice details.

Delete Company Setting

Tool to delete a specific company setting. Use when you need to remove a company setting by its unique ID after confirming the ID is valid.

Delete Contact

Tool to delete a contact by marking it as deleted. Use when you need to soft-delete a contact after confirming its existence.

Delete Invoice

Tool to delete an invoice. Use when you need to soft-delete a specific invoice by marking it deleted=true. Implements robust endpoint fallbacks and graceful degradation to ensure a validated response even when the API denies access or returns unexpected shapes.

Delete Offer

Tool to delete an offer. Use when you need to soft-delete an existing offer by marking its deleted flag to true. After this call, the offer is considered deleted within the system.

Get Invoice

Tool to retrieve a specific invoice by its ID. Use when you need the full invoice data by its unique ID.

Get Offer

Tool to retrieve offer details. Use when you need complete information for a specific offer by ID.

Get Task

Tool to retrieve details of a specific task by its ID. Use when you need to fetch a task after knowing its ID.

List Company Settings

Tool to list company settings. Use when retrieving custom configurations for a company, optionally filtered by organization or company ID.

List Invoices

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

List Tasks

Tool to retrieve a list of tasks. Use when browsing tasks with pagination, sorting, or filters after confirming organization ID.

Update Contact

Tool to update a contact. Use when you need to modify an existing contact by its ID after retrieving its details.

Update Invoice

Tool to update an invoice. Use when you need to modify an existing invoice by its ID after retrieving its details.

Update Offer

Tool to update an existing offer. Use when you need to modify offer fields after creation.

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.