Plugin · crm
Groxbot + Firmao
Firmao is a business information platform offering data and insights on companies, industries, and markets, providing tools for company research, industry analysis, and market intelligence.
How a Bot uses Firmao
14 Firmao tools. Connect under Plugins. The Bot still asks before anything leaves the thread.
- Look up the accounts you name in Firmao. Return a short health read.
- Draft a follow-up. Do not create or close records until you approve.
- Cite the CRM fields. If a number is missing, it says so.
Never without you
- Create or delete records
- Email the customer from the CRM
First message
Look up these accounts in Firmao. Health, last touch, risk. Do not email anyone.
Tools a Bot can call
A sample from the Firmao toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.
- Create Invoice
- Delete Company Setting
- Delete Contact
- Delete Invoice
- Delete Offer
- Get Invoice
Jobs that use Firmao
- Sales outbound — Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
- Account health — Watch the accounts you name. Flag churn risk with evidence. Do not message the customer until you say so.
Related integrations
FAQ
Does Groxbot have a native Firmao integration?
Yes. Connect Firmao under Plugins. The Bot still asks before anything leaves the thread — sending CRM included.
Can a Bot change live Firmao data?
Not by default. Groxbot is talk-first: draft in the thread, grant access when it hits a wall. Live Firmao writes wait for you.
Do I need a workflow builder?
No. Create a Bot, message it, grant access as needed. There isn't anything to learn — it's like bringing on a coworker.