Firmao: streamlining business with CRM, tasks, and invoicing. Table of contents. Firmao is a cloud-based, all-in-one business management system that combines CRM, invoicing, task management and other modules in one tool. It connects to SMS.to through Zapier, so events in Firmao can trigger text messages to your customers or team without manual work. This post covers what Firmao is, how a CRM helps with customer data, invoicing and tasks, and how to link Firmao to SMS.to through its SMS integrations. What is Firmao? Firmao describes itself as one program to manage the entire company. According to its website, it brings together: * CRM and sales management * invoicing and finance * offers and orders * warehouse management * tasks and projects * AI and automations * reports and analysis * live chat and callback * service and complaints Firmao is sold as a cloud subscription and serves small, medium and large businesses, including service, manufacturing, installation, automotive, IT and marketing companies. Its modular design lets each company use the parts it needs. Firmao lists more than 1,000 integrations with other platforms and tools, and Zapier is one of them. What are the advantages of a CRM system? * A central view of customer data. Contact details, purchase history and preferences sit in one place, so every employee works from the same record. * Process automation. Routine work such as reminders and report generation can run automatically, which frees staff for customer-facing tasks. * Reports and analysis. Reporting shows how customers behave, which helps marketing and sales plan better. * Managing prospects and partners. A CRM helps identify potential customers, track sales progress and generate leads. Why keep invoices in the CRM? The main benefit of invoicing inside a CRM is a shorter payment cycle. Staff who deal with customers can see overdue payments straight away and follow up, which improves the company's cash flow. Keeping invoices next to customer records also makes communication more consistent. The team can see recent transactions, purchase history and any special terms before they speak to a customer. Two habits help further: * Automate invoicing to speed up the process and reduce mistakes. * Invoice on time, because prompt invoices make on-time payment more likely. How does a CRM help with task management? Good task management helps employees focus on what matters most, avoid downtime and finish projects on time. The core task functions in a CRM are: * Task creation: a title, description, start and end dates, priority and an assigned employee. * Assignment: clear ownership of each task. * Progress monitoring: whether a task is on schedule, needs attention or is complete. * Task history: what changed, who was responsible for each step and when it was completed. * Collaboration: sharing information and working together on a task. * Automation: deadline reminders, report generation and emails sent automatically. How SMS.to connects with Firmao. SMS.to connects to Firmao through Zapier, which moves information between the two apps automatically. On Zapier, Firmao triggers include new or updated invoices and new or updated tasks, and SMS.to offers a "Send Single SMS" action with the message, recipient, sender ID and an optional callback URL. For example: * send a customer a text when a new invoice is created * alert an employee by SMS when a task is assigned or updated If you need more control than a no-code workflow offers, the SMS.to SMS API lets your developers send messages and receive delivery reports directly. For a wider look at text reminders, read how SMS reminders improve customer retention, and for the steps of a direct integration see how to integrate an SMS API. FAQs. Does Firmao integrate with SMS.to? Yes. You can connect Firmao and SMS.to through Zapier, so an event in Firmao can trigger an SMS sent by SMS.to. Is Firmao cloud-based? Yes. Firmao is a cloud-based system sold on subscription plans. Do I need a developer to connect Firmao and SMS.to? No. A Zapier workflow can be set up without code. Developers can use the SMS.to API if they need more control. Want to add SMS to your Firmao workflows? Create a free account, no credit card needed, then connect it to Firmao through Zapier. Marios Italos

QuoteWerks expands CPQ integration and automation strategy with Zapier. September 24, 2026, 12:00 GMT New Zapier integration extends QuoteWerks' 115+ native integrations while expanding automation, custom workflows, data access, and future AI possibilities Zapier is not a replacement for the integrations we already build. It is another layer in a much broader integration strategy for QuoteWerks Web..." - Brian Laufer, QuoteWerks Vice President ORLANDO, FL, UNITED STATES, September 24, 2026 / EINPresswire.com / - QuoteWerks, a leading CPQ and quoting software solution for small and midsize businesses, today announced the expansion of its integration and automation capabilities through its new Zapier integration. The integration enables QuoteWerks Web customers to connect their quoting workflows with thousands of applications across CRM, PSA, accounting, marketing, project management, productivity, AI, and other business systems. Zapier builds on QuoteWerks' existing ecosystem of more than 115 native integrations and is part of a broader strategy to make QuoteWerks Web increasingly open, extensible, and adaptable to the technology stacks customers already use. QuoteWerks has long focused on connecting the quoting process with the systems surrounding it. Native integrations continue to provide deep, purpose-built connections to many CRM, PSA, distributor, accounting, payment, tax, shipping, and other platforms. Zapier adds another layer by making it easier to connect QuoteWerks Web with applications where a native integration may not exist and to create workflows spanning multiple systems. "Zapier is not a replacement for the integrations we already build. It is another layer in a much broader integration strategy for QuoteWerks Web," said Brian Laufer, Vice President of QuoteWerks. "Between our native integrations, Zapier, REST API, OData, webhooks, and AI-assisted scripting, customers have more ways to connect QuoteWerks to the systems and processes that matter to their business." From Pre-Built Integrations to Customer-Defined Workflows The QuoteWerks Zapier integration can both send information from QuoteWerks to other applications and bring information from connected systems into the quoting process. Customers can use Zapier to automate workflows involving contacts, products, opportunities, quotes, line items, document activity, and other business processes. For example, a sales team could search an external system for customer or product information, create or update CRM opportunities, send quote information to another business platform, or initiate downstream processes when quoting activity occurs. For organizations using CPQ software to manage more complex sales processes, this creates additional flexibility around how product, pricing, customer, and workflow data moves between systems without requiring every connection to be built as a native integration. QuoteWerks has also begun publishing pre-built Zapier templates to make common workflows easier to deploy. Its first published template connects QuoteWerks with Syncro, allowing QuoteWerks users to search Syncro for matching organizations directly from a QuoteWerks contact search. "Every sales organization has a slightly different technology stack, and customers increasingly expect those systems to work together," said Rob Morton, Director of Sales at QuoteWerks. "Zapier gives customers another way to fit QuoteWerks into the tools and processes they already use instead of redesigning their workflow around their quoting software. As we publish more templates, we can also make these workflows easier to adopt without customers having to start from scratch." Customer Workflows Can Help Shape Future Integrations Zapier also gives QuoteWerks another way to understand how customers are extending their quoting environment. When customers repeatedly connect QuoteWerks with a particular CRM, PSA, ERP, industry application, AI platform, or other system, that usage can provide insight into where demand exists for additional templates, expanded Zapier functionality, or deeper native integrations. "We have always received requests to integrate QuoteWerks with different applications, but there are thousands of business platforms and countless combinations of workflows," Laufer said. "Zapier lets customers solve more of those requirements today while also giving us another signal about the integrations and workflows they actually value." Part of a Larger QuoteWerks Web Integration Strategy Zapier is one component of a broader QuoteWerks Web extensibility strategy that gives customers, partners, and developers multiple ways to connect, automate, customize, and work with QuoteWerks data. 115+ native integrations provide purpose-built connections with applications used throughout the quoting and sales process. - Zapier enables no-code and low-code workflows across thousands of additional applications and services. - AI-assisted scripting helps customers create custom business logic and automate workflows inside QuoteWerks Web. - Webhooks enable event-driven automation between QuoteWerks and external systems. - REST API provides developers with programmatic access for custom integrations, applications, and automation. - OData v4 provides structured access to QuoteWerks data for reporting and analytics tools such as Microsoft Power BI, Microsoft Excel, and Tableau. Together, these capabilities let organizations choose the integration approach that best matches the depth, automation, customization, and data access their workflow requires. Building the Foundation for AI-Driven Quoting Workflows The same architecture also creates new opportunities for AI to participate in sales and quoting workflows. AI-enabled applications can already take part in workflows involving QuoteWerks through Zapier. Potential uses include extracting structured requirements from emails or documents, classifying incoming quote requests, analyzing quote activity, generating personalized follow-up, summarizing sales activity, and coordinating actions between QuoteWerks and other business systems. Through Zapier MCP, compatible AI environments can also interact with supported QuoteWerks actions, creating additional possibilities as AI agents become more involved in business processes. "We are still early in understanding how AI will change sales workflows, which is exactly why building an open integration foundation matters," Laufer said. "The goal is not to predict every AI application our customers will use. It is to make sure QuoteWerks can participate in those workflows as they evolve." The QuoteWerks Zapier integration is included with all editions of QuoteWerks Web and is available through the Zapier App Directory. To explore additional ways to extend QuoteWerks Web through AI-assisted scripting, REST API, OData, webhooks, and automation, visit https://quotewerks.com/extend-quotewerks/. Developers can explore the QuoteWerks Web REST API and OData documentation at https://qwwapi.quotewerks.com/. Brian Laufer Aspire Technologies, Inc. +1 407-248-1481 email us here Visit us on social media: LinkedIn Instagram Facebook YouTube TikTok X QuoteWerks + Zapier Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above. You just read: September 24, 2026, 12:00 GMT EIN Presswire's priority is author transparency. We do our best to weed out false and misleading content. The content above is the sole responsibility of the author who makes it available. If you have any complaints, kindly contact the author above. Brian Laufer Aspire Technologies, Inc. +1 407-248-1481 Company/Organization Aspire Technologies, Inc. 4901 Vineland Road Ste 250 Orlando, Florida, 32811 United States +1 407-248-1481

Keito is now on Zapier: automate time, clients, and invoices. Keito Team The Keito Zapier integration is live. Connect Keito to the apps you already use and build workflows for time entries, client intake, invoice updates, and billing. Integration Guides Today, 24 September 2026, the Keito integration is live in Zapier's App Directory. You can connect Keito to the apps your team already uses and build automations around tracked time, client records, projects, expenses, and invoices, without writing API code. The public integration is at version 1.0.18. It provides Keito triggers, searches, and actions you can combine with Zapier's other apps in a Zap. What can you automate? Start a Zap when Keito records a new client, project, time entry, expense, or invoice, or when an invoice changes. Use Keito actions to create a client, log time against an existing project and task, create a draft invoice, or send an invoice by email. Searches can find clients, projects, tasks, and invoices so later steps use the right record. Some useful starting points: * Keep the team informed: Post a Slack message when someone logs time on a project. * Bring intake into Keito: Find an existing client from a form response, or create one when needed. * Review billing before sending: Create a draft invoice from approved source data, check its line items, then send it to the client after an approval step. * Track invoice state: Add invoice updates to a spreadsheet, filtering for the state your finance team cares about. These workflows are examples you build in Zapier; they are not switched on automatically. The invoice send step sends a real email, so test it with a safe recipient first. How to get started. * Open Keito on Zapier and select Keito in a new Zap. * Connect with an active Keito workspace owner or administrator account. The connection uses Keito sign-in, so you do not need an API key. * Choose a Keito trigger, search, or action. Map fields from the preceding step, then run Zapier's test. * Add a Filter or approval step where the workflow could create billable data or send an email. * Publish the Zap and inspect its first run in Zap history. Keito triggers check for changes on Zapier's polling schedule. The timing depends on your Zapier plan, so allow for a short delay between a change in Keito and the next Zap run. For every available step, field requirements, detailed examples, and troubleshooting, read the Keito and Zapier setup guide. Keito is pleased to make Keito part of the workflows teams already run. If you have a use case the current public steps do not cover, tell Keito what you're building.