Integrate Firmao with Forecast

Send information between Firmao and Forecast automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Set up a new task in Forecast whenever a new task is initiated in Firmao

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Forecast when a new task is created in Firmao.

How it works
  1. The flow triggers when a new task is created in Firmao.
  2. Zoho Flow creates a new task in Forecast.
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Set up a new task in Forecast whenever a new task is initiated in Firmao

Firmao + Forecast

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Set up a new project in Forecast each time a new project is initiated in Firmao

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Forecast each time a new project is initiated in Firmao.

How it works
  1. The flow triggers when a new project is created in Firmao.
  2. Zoho Flow creates a new project in Forecast.
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Set up a new project in Forecast each time a new project is initiated in Firmao

Firmao + Forecast

Build your own integrations between Firmao and Forecast

Connect Firmao and Forecast with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Firmao and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Product created

Triggers when a new product is created

New milestone

Triggers when a new milestone is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

New client

Triggers when a new client is created

New project

Triggers when a new project is created

New sprint

Triggers when a new sprint is created in the selected project

New task

Triggers when a new card is created in the selected project

New person

Triggers when a new person is added

All Actions - Actions are the automated tasks

Fetch company

Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.

Create project

Creates a new project

Create task

Creates a new task

Fetch product

Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.

Create milestone

Creates a new milestone in the selected project

Create subtask

Creates a new sub task/to-do

Create task

Creates a new task

Create client

Creates a new client

Create project

Creates a new project

Create label

Creates a new label

Create sprint

Creates a new sprint in the selected project

Create time registration

Creates a new time registration

Add person

Adds a new person

Fetch label

Fetches an existing label by name

What is Firmao?

Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, and more.

CRM

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Product Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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