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 800+ 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

Product created

Triggers when a new product is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

New person

Triggers when a new person is added

New milestone

Triggers when a new milestone is created in the selected project

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 client

Triggers when a new client is created

New project

Triggers when a new project is created

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

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create task

Creates a new task

Fetch company

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

Fetch product

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

Create subtask

Creates a new sub task/to-do

Create label

Creates a new label

Create task

Creates a new task

Create time registration

Creates a new time registration

Create client

Creates a new client

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Create project

Creates a new project

Create sprint

Creates a new sprint in the selected project

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.

Project 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.

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Logic

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

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Custom functions

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

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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