Fireberry integration

Create a Competitor

Tool to create a new competitor in Fireberry. Use when you need to track competitive companies, including their products, SWOT analysis, revenue, and contact information.

Create a Fireberry contact

Tool to create a new contact in Fireberry CRM. Use when you need to add a new person to the system with contact information, billing address, and related account details.

Create an Activity Log

Create a new Activity Log record in Fireberry. Use when you need to log activities such as phone calls, meetings, or other interactions with contacts and accounts.

Create a date field

Tool to create a new date field in a Fireberry object/table. Use when you need to add custom date fields to CRM objects like accounts, contacts, or other entities for tracking dates such as contract dates, anniversaries, or custom date attributes.

Create a Fireberry lookup field

Tool to create a lookup field in Fireberry CRM. Use when you need to add a lookup field that relates records from one object type to another.

Create a new Fireberry account

Tool to create a new account in Fireberry CRM. Use when you need to add a new company or organization to the system with detailed information including contact details, billing address, and business metadata.

Create an Article

Tool to create a new article in Fireberry. Use when you need to add knowledge base articles, documentation, or help content to the system. The article requires a name (title) and subject (category). You can optionally provide the article body, description, owner, state, status, and view count.

Create a Fireberry asset

Creates a new asset (account product) in Fireberry. Use this to associate products or services with customer accounts, tracking details like quantity, price, installation dates, and status.

Create an Opportunity

Tool to create a new opportunity in Fireberry CRM. Use when you need to add a new sales opportunity to track potential deals with estimated values, close dates, and associated accounts.

Create an Order Item

Tool to create a new order item in Fireberry CRM. Use when you need to add line items or products to an existing order with details like quantity, price, and description.

Create a note

Create a new note record in Fireberry. Use when you need to add notes to records such as accounts, contacts, or other objects. Supports HTML formatting and reply threads.

Create a phone call

Creates a new phone call record in Fireberry's call log. Use this to log incoming, outgoing, or internal phone calls with details like duration, status, and participants.