# Firmao integrations: customers, projects and tasks

> Create a customer, create a project and create a task in Firmao. Connect Firmao to the rest of your ERP stack with Tray.ai.

**Canonical page:** https://tray.ai/connectors/firmao-integrations/
**Categories:** ERP
**Connects through:** HTTP Connector

## Overview

Firmao is business management software for small companies, combining CRM, projects and tasks, invoicing, offers and orders, and warehouse management. Tray.ai connects to Firmao through the HTTP Connector, so your workflows can call the Firmao API alongside the rest of your stack.

## Use cases

### Customers

Read, create, and update customers in Firmao from any Tray.ai workflow. The Firmao API covers calls such as create a customer and update a customer.

- Create a customer
- Update a customer
- List customers

### Projects

Read and create projects in Firmao from any Tray.ai workflow. The Firmao API covers calls such as create a project and list projects.

- Create a project
- List projects

### Tasks

Read and create tasks in Firmao from any Tray.ai workflow. The Firmao API covers calls such as create a task and list tasks.

- Create a task
- List tasks

### Products

Read, create, and update products in Firmao from any Tray.ai workflow. The Firmao API covers calls such as create a product and update a product.

- Create a product
- Update a product
- Update stock levels

### Transactions

Read and create transactions in Firmao from any Tray.ai workflow. The Firmao API covers calls such as create a transaction and list transactions.

- Create a transaction
- List transactions
- Download an invoice PDF

### Sales opportunities

Read and create sales opportunities in Firmao from any Tray.ai workflow. The Firmao API covers calls such as create a sales opportunity and list sales opportunities.

- Create a sales opportunity
- List sales opportunities

## Challenges Tray.ai solves

### Keeping Firmao credentials out of logs

A raw API call usually means pasting a key or token into the request, where it ends up in step inputs, logs, and screenshots.

**How Tray.ai helps:** Store Firmao credentials once as a Tray.ai authentication and reference them from the HTTP Connector. Tray.ai masks authentication values in logs, so the secret never shows up in a step's input or output.

### Going from the Firmao API docs to a working call

Translating an example request from API docs into a workflow step means copying the method, URL, headers, and body by hand.

**How Tray.ai helps:** Paste a cURL example from the Firmao API docs into the HTTP Connector and Tray.ai fills in the method, URL, headers, and body for you.

### Handling files and non-JSON responses

Not every API answers in JSON. Some return XML, files, or binary data, or expect a multipart upload.

**How Tray.ai helps:** The HTTP Connector parses JSON and XML responses, returns files you can pass to the next step, and sends multipart form data for uploads.

## Frequently asked questions

### Does Tray.ai connect to Firmao?

Yes. Tray.ai connects to Firmao through the HTTP Connector, which calls the Firmao API directly. Any call the Firmao API documents can run as a step in a Tray.ai workflow.

### How does Tray.ai authenticate with Firmao?

The Firmao API uses basic authentication. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

### Can I get a dedicated Firmao connector?

Firmao runs through the HTTP Connector rather than a dedicated connector. If your team wants one, the Tray.ai connector SDK can build a dedicated Firmao connector from the Firmao API.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/