Keep contact corrections aligned
Connect
SPIRITT
FirmaoFirmao
Keep sales and delivery connected
SPIRITT connects Firmao CRM offers, invoices, contacts, and tasks into practical sales-to-delivery workflows with verified updates and clear ownership.
What you can do with Firmao.
Commercial records stay aligned
Create approved invoices and update known offers with supported fields and terms.
Delivery work keeps moving
Read task detail, adjust approved assignments and dates, and connect progress to the customer commitment.
Customer context survives the handoff
Maintain contact details and link commercial evidence to the team tools that carry the next action.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for CRM commercial records and delivery coordination.
02
Connect Firmao
Connect Firmao with access to the account and records your mission needs. Add the companion apps you want SPIRITT to work across.
03
Delegate an outcome
Describe the result, owners, and approval rules. SPIRITT builds and runs the workflow around your Firmao data.
Hand over a mission.
Choose a mission. Make it yours.
Put Firmao to work.
Connect the promise to the delivered work
Questions
Firmao, with SPIRITT.
01Is Firmao a company research database here?+
This integration is for Firmao CRM business records: invoices, offers, contacts, tasks, and company settings. Its value is working with your organization's commercial and delivery data.
02Can SPIRITT create tasks or offers?+
It can retrieve and update existing tasks and known offers. Task or offer creation is not exposed by these actions, while invoice creation is supported.
03Can it update an invoice after creation?+
It can retrieve invoices and create new ones, but an invoice-update action is not included. SPIRITT routes correction needs to finance rather than silently replacing a document.
04What does contact updating require?+
A known contact ID is required. Supported fields include names, email and phone lists, position, tags, and an existing customer association; omitted values remain unchanged.
05Does removing an offer destroy it permanently?+
The offer delete action marks it deleted rather than permanently erasing it. Contact and invoice deletion actions also use soft-delete behavior, but each still requires approval for the exact record.
06Can it manage task ownership and dates?+
Yes. Supported task updates include responsible users, priority, status, percent complete, planned dates, and estimated hours. SPIRITT checks current details and verifies the approved changes.