Firmao + Zengine Integration

Connect Firmao to Zengine in 1 click

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Zengine + Firmao Integration

Create Firmao task for new Zengine record

In Zengine, when you create a record, it automatically creates a task in Firmao for that record. 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 record on their record 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 + Zengine Integration
1.
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
  • Zengine
    Record is created in Zengine Instant
  • Zengine
    Record is updated in Zengine Instant
  • Zengine
    Task is created in Zengine Instant
  • Zengine
    Event is created in Zengine Instant
2.
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
  • Zengine
    Create record in Zengine
  • Zengine
    Delete record in Zengine
  • Zengine
    Update record in Zengine
  • Zengine
    Upload file to field in Zengine
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