ceven

Firmao

Syncs company intelligence, sales offers, and invoices into your workflows, automates task tracking for account managers, and keeps your business data in lockstep with your CRM.

Try Firmao in Ceven

Ask Ceven anything
Standard

Why use Ceven?

  1. AI native Firmao integration

    • Describe the outcome and Ceven picks the right Firmao calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Firmao data, across all 14 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Firmao access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Firmao, when, and on whose behalf.
    • The agent pauses and asks when Firmao is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Firmao.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Firmao action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Firmao, and when to use it.

Create Invoice
Use this when you have gathered all billing details and need to generate a new invoice record.
Delete Company Setting
Remove a specific company configuration using its unique ID after validating the ID is correct.
Delete Contact
Mark a contact as deleted to remove them from active views after confirming their identity.
Delete Invoice
Soft delete an invoice by setting the deleted flag to true for a specific record ID.
Delete Offer
Mark an existing offer as deleted so it no longer appears in active sales pipelines.
Get Invoice
Pull the complete data set for a single invoice using its unique identifier.
Get Offer
Retrieve all details for a specific sales offer by its ID to verify terms or pricing.
Get Task
Fetch the full details of a specific task to check its status or due date.
List Company Settings
Pull custom configurations for a company, with optional filters for organization or company ID.
List Invoices
Retrieve a paginated list of invoices with optional filters to find unpaid or overdue bills.
List Tasks
Browse all tasks for a specific organization with options for sorting and pagination.
Update Contact
Modify fields for an existing contact after retrieving their current record by ID.
Update Invoice
Change details on an existing invoice, such as payment status or line items, by ID.
Update Offer
Modify the terms, pricing, or status of an existing sales offer after it has been created.
Update Task
Change the status, assignee, or description of a task after confirming its current state.

15 actions · scroll to see them all

Frequently asked questions

Ceven respects the soft delete architecture used by Firmao. When an agent triggers a delete action for an invoice, offer, or contact, the system does not permanently erase the data from the database immediately. Instead, it updates a hidden flag to mark the record as deleted. This ensures that your historical data remains available for audit purposes while removing the item from your active workflows and views. If you need to restore a record, you must do so through the Firmao administrative interface as the current API set focuses on the marking process rather than the restoration process to prevent accidental data loss during automated runs.
Yes. This is a core strength of the integration. The agent can use the Get Offer action to pull the exact pricing, quantity, and terms agreed upon in a sales proposal. Once the offer is marked as accepted in your workflow, Ceven then passes those specific data points into the Create Invoice tool. This removes the need for manual data entry and prevents transcription errors that often happen when moving data between sales and finance. You can add a verification step in the workflow where a human approves the draft invoice before the agent finalizes the record in Firmao.
Firmao employs a tiered rate limiting system based on your subscription level. For most professional accounts, there is a burst limit on how many requests can be made per second. If a Ceven workflow attempts to sync thousands of tasks or invoices at once, you may encounter a 429 Too Many Requests error. To handle this, Ceven implements an exponential backoff strategy. The agent will automatically pause and retry the request after a short delay. For very large data migrations, we recommend scheduling your syncs during off peak hours to ensure the highest possible throughput without hitting these limits.
Ceven treats Firmao tasks as actionable triggers. By using the List Tasks action, the agent can scan for overdue items or tasks assigned to specific team members. When a task meets certain criteria, the agent can execute a downstream action, such as sending a Slack reminder or updating a contact record. Because the agent can also use Update Task, it can mark tasks as complete the moment the corresponding real world action is verified. This creates a closed loop where your Firmao task list stays current without you having to manually check off items every day.
Yes. The List Company Settings tool allows for fine grained filtering by organization or company ID. When you ask the agent to find a specific configuration, it first queries the organization ID to narrow the scope. This ensures that the agent does not pull settings from the wrong business entity in multi tenant environments. This is particularly useful for agencies managing multiple clients within a single Firmao instance, as the agent can dynamically switch context based on which client the current workflow is targeting, ensuring that only the relevant business rules are applied.
Bulk updates are handled through sequential processing. Since the Firmao API requires a unique ID for each Update Contact call, Ceven first performs a search or list action to gather the IDs of all contacts that need modification. The agent then iterates through this list, performing individual updates for each record. While this is not a single batch upload, the workflow layer handles the queueing and error checking for each individual call. If one update fails, the agent logs the specific ID that caused the error and continues with the rest of the list.
Ceven utilizes industry standard encryption for all data in transit and at rest. When you connect Firmao, your credentials are encrypted using AES 256 and are only accessed by the execution engine at the moment an API call is required. We do not store your business intelligence data on our own permanent servers; the agent pulls the data into a temporary execution context to perform the requested task and then clears that context. You can audit every single call the agent makes to Firmao through the activity log to see exactly what data was read or modified.
Yes. By combining the List Company and Get Offer tools, the agent can aggregate data across multiple accounts to identify trends. For example, you can ask the agent to find all companies in the healthcare sector that have offers pending for more than thirty days. The agent will filter the companies by industry, check the associated offers, and then compile a summary report. This allows you to move from raw data to market intelligence without manually exporting CSV files and running pivot tables, as the agent handles the data joining and synthesis in real time.

Alternatives to Firmao

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Salesforce logoSalesforceHubSpot logoHubSpotZoho CRM logoZoho CRMPipedrive logoPipedrive

Try Ceven on your stack

Plug Ceven on top of the tools you already run. Connect Firmao and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

Get started for free