Integrations / CRM
Manage Firmao invoices and tasks from WhatsApp
Flann connects Firmao to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Firmao action. Firmao is where your leads and customers live. Flann puts that record in your pocket and keeps it current from WhatsApp.
14 actions in Firmao. 6 only look things up, and 8 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Firmao
Type it or say it in a voice note. Flann works out which Firmao action you mean.
“Look up the task in Firmao.”
“Look up the invoice in Firmao.”
“Look up the offer in Firmao.”
“Update the task in Firmao.”
“Create an invoice in Firmao.”
“Delete the contact in Firmao.”
What Flann can work with in Firmao
Firmao gives Flann 14 actions across 4 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Invoices | createdeletelook up | 4 |
| Tasks | look upupdate | 3 |
| Contacts | deleteupdate | 2 |
| Offers | deletelook upupdate | 3 |
Side by side, the two ways of working in Firmao:
| Compare | Firmao on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about invoices | By hand, screen by screen | 6 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 8 changes, made from a message |
| Firmao records | All of them, one screen at a time | 4 kinds, from one chat |
| Set-up | Nothing new to set up | Your Firmao API key, once |
YesPartlyNo
Step by step: Firmao jobs you can hand to Flann
What happens between your message and the result in Firmao.
Create an invoice from a voice note
- You message Flann on WhatsApp: “Create an invoice in Firmao with these details.”
- Flann runs
List Invoicesin Firmao and shows you what it found. - Flann runs
Create Invoicein Firmao. - Flann creates it in Firmao and confirms in the chat.
Fix a task without opening Firmao
- You message Flann on WhatsApp: “Change the task in Firmao: here is what is different.”
- Flann runs
List Tasksin Firmao and shows you what it found. - Flann runs
Update Taskin Firmao. - Flann makes the change in Firmao and confirms in the chat.
Clean up offers you no longer need
- You message Flann on WhatsApp: “Which offers in Firmao are out of date? Remove the ones I confirm.”
- Flann runs
Get Offerin Firmao and shows you what it found. - Flann runs
Delete Offerin Firmao. - Each removal is confirmed in the chat.
The Firmao jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Routing new leads to the right person
Today
Each morning you read the new leads in Firmao and decide who should handle them. While you decide, the lead goes cold.
With Flann
“Assign today’s new leads in Firmao, Arabic speakers to Sami, the rest to Claire.”
Following the rule you gave, Flann reads each new lead in Firmao, notes the language and the enquiry, and proposes an owner.
What you stop doing: You stop being the bottleneck between a lead and a reply.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking Firmao, so you miss the open deal, last month’s complaint or the discount you promised. Context costs a login.
With Flann
“What do we know about the man asking about catering on WhatsApp?”
Before drafting anything, Flann looks the customer up in Firmao and brings back their deals, notes and last conversation. Then it writes a reply that fits that history, in the language they wrote in.
What you stop doing: No customer has to repeat themselves because you replied blind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Firmao
- In Flann, go to Connectors and find Firmao.
- Paste your Firmao API key into the secure form Flann opens. You will find the key in your Firmao account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Firmao action itself.
Reading from Firmao is instant. Firmao stays connected until you remove it in Connectors.
Ways to use Firmao with Flann
Move deals forward
Tell Flann a deal closed or stalled.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Firmao: last deal, last note, last time you spoke.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Firmao and asks you to confirm.
Everything Flann can do in Firmao
All 14 Firmao actions, as Flann sees them.
Looks up 6
- Get Invoice
- Get Offer
- Get Task
- List Company Settings
- List Invoices
- List Tasks
Changes 8
- Create Invoice
- Delete Company Setting
- Delete Contact
- Delete Invoice
- Delete Offer
- Update Contact in Firmao
- Update Offer
- Update Task
More CRM apps Flann works with
Common questions
What can Flann do with invoices in Firmao?
Flann can create, delete and look up invoices in Firmao, using 4 actions (Create Invoice, Delete Invoice, Get Invoice, List Invoices). Looking up runs straight away and changes nothing. The other actions create or change invoices in Firmao.
What can Flann do with tasks in Firmao?
Flann can look up and update tasks in Firmao, using 3 actions (Get Task, List Tasks, Update Task). Looking up runs straight away and changes nothing. The other actions create or change tasks in Firmao.
How does Flann connect to Firmao?
Open Connectors in Flann, choose Firmao and paste your Firmao API key into a secure form. You will find the key in your Firmao account settings. Once it is connected, Flann can use 14 actions in Firmao.
How do I ask Flann to do something in Firmao?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Firmao action that fits and asks if anything is missing.
Which Flann plan do I need for Firmao?
Any of them. Every Flann plan includes Firmao and every other app.