Aero Workflow + Firmao Integration

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Firmao + Aero Workflow Integration

Create Aero Workflow task for new Firmao task

Firmao provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Firmao. Aero Workflow is a great tool for this.

All you need to do is - integrate Aero Workflow with Firmao to create task in Aero Workflow automatically when certain task occur in Firmao. This can save you time by not having to manually create tasks in both systems.
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Firmao + Aero Workflow Integration

Create Aero Workflow contact from new Firmao customer

If you have created a customer in Firmao, it's important to create a contact in Aero Workflow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Aero Workflow + Firmao Integration
1.
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
2.
  • Aero Workflow
    Create task in Aero Workflow
  • Aero Workflow
    Create company in Aero Workflow
  • Aero Workflow
    Serach company by name in Aero Workflow
  • Aero Workflow
    Create contact in Aero Workflow
  • Aero Workflow
    Create a note in Aero Workflow
  • Aero Workflow
    Create vault entry in Aero Workflow
  • Aero Workflow
    Create appointment in Aero Workflow
  • Aero Workflow
    Create email in Aero Workflow
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99
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You Can Also Connect Aero Workflow or Firmao With 1200+ Other Apps

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Aero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.

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Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!

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