Deskera + Firmao Integration

Connect Deskera to Firmao in 1 click

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1.
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
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2.

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Ready Workflows Ready Workflows   for Deskera + Firmao Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Deskera + Firmao Integration

Create Firmao task for new Deskera contact

In Deskera, when you create a contact, it automatically creates a task in Firmao for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Firmao + Deskera Integration

Create Deskera contact from new Firmao customer

If you have created a customer in Firmao, it's important to create a contact in Deskera. 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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Automations

Top 10 Most Popular Deskera Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
Deskera logo
Create Deskera contact for new WordPress user
Activate
WPForms logo
Deskera logo
Create Deskera contact for new WPForms form submission
Activate
Chatbot logo
Deskera logo
Create Deskera contact for new Chatbot response
Activate
Convertri logo
Deskera logo
Create Deskera contact for new Convertri response
Activate
Adobe Commerce (Magento) logo
Deskera logo
Create Deskera contact from new Adobe Commerce (Magento) customer
Activate
WordPress logo
Deskera logo
Create Deskera contact for new WordPress user
Activate
WPForms logo
Deskera logo
Create Deskera contact for new WPForms form submission
Activate
Chatbot logo
Deskera logo
Create Deskera contact for new Chatbot response
Activate
Convertri logo
Deskera logo
Create Deskera contact for new Convertri response
Activate
Adobe Commerce (Magento) logo
Deskera logo
Create Deskera contact from new Adobe Commerce (Magento) customer
Activate
Elementor Forms logo
Deskera logo
Create Deskera contact for new Elementor Forms form submission
Activate
Deskera logo
Plutio logo
Create Plutio person for new Deskera contact
Activate
Webflow (Legacy) logo
Deskera logo
Create Deskera contact for new Webflow form submission
Mautic logo
Deskera logo
Create Deskera contact for new Mautic form submission
GroovePages logo
Deskera logo
Create Deskera contact for new GroovePages response
Elementor Forms logo
Deskera logo
Create Deskera contact for new Elementor Forms form submission
Activate
Deskera logo
Plutio logo
Create Plutio person for new Deskera contact
Activate
Webflow (Legacy) logo
Deskera logo
Create Deskera contact for new Webflow form submission
Mautic logo
Deskera logo
Create Deskera contact for new Mautic form submission
GroovePages logo
Deskera logo
Create Deskera contact for new GroovePages response

Top 10 Most Popular Firmao Automations from
Integrately Community

Most popularmost-popular-automations
01
Firmao logo
WordPress logo
Create WordPress post for new Firmao task
02
Firmao logo
Salesforce logo
Create Salesforce record for new Firmao customer
03
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao task
04
Firmao logo
sendSMS logo
Send sendSMS message for new Firmao task
05
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao customer
cloud
Firmao
app integration
06
Firmao logo
Nudgify logo
Send Nudgify notification for new Firmao task
07
Firmao logo
WaTrend logo
Send WaTrend message for new Firmao task
08
Firmao logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Firmao task
09
Firmao logo
easybill logo
Create easybill task for new Firmao task
10
Firmao logo
TickTick logo
Create TickTick task for new Firmao task
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You Can Also Connect Deskera or Firmao With 1400+ Other Apps

Deskera
Deskera
Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.
Firmao
Firmao
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!