CRM
Connect Firmao to Your AI Agents
Enable your Wkil agents to manage invoices, tasks, contacts, and offers through a secure Firmao integration.
Authentication: API key
What you can do
- Create and retrieve invoices
- Update tasks, contacts, and offers
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
14 verified tools
Create Invoice
Create a new customer invoice.
Get Invoice
Retrieve the details of a specific invoice.
Update Task
Update the status or details of a task.
Update Contact in Firmao
Update a contact's details in the CRM.
Update Offer
Update the terms or status of a commercial offer.
List Invoices
List customer invoices and their status.
List Tasks
List tasks tracked in the workspace.
Get Offer
Retrieve the details of a specific commercial offer.
Practical agent use cases
- An agent creates an invoice once an offer is accepted by a customer.
- An agent updates a task's status once a field visit is completed.
How it works with Wkil
- 1Choose the integrationAdd Firmao to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Can an agent delete a customer record?
Deletion can be restricted so the agent is limited to creating and updating records rather than removing them.