
[Firmao](https://firmao.io/) is a Polish CRM / WMS process automation software available in the cloud. Dedicated to small and medium-sized companies, and thanks to its modular design, it provides a unique ability to quickly and easily adapt to the specific needs of any company. Firmao can be easily integrated with more than 1,000 external IT systems. Firmao is a European alternative to American systems such as Salesforce, HubSpot, India's Zoho, and Russia's Bitrix24.

In this article, we will show how to connect Firmao with RenderForm, and what you can use this integration for. It is extremely simple because it is done through [Zapier](https://zapier.com/apps/renderform/integrations/firmao).

Zapier is a platform that allows you to integrate different applications and tools, which allows you to automate your work. The integration between Zapier, Firmao and RenderForm allows for the automatic transfer of data between these platforms. For example, when you add a new company in Firmao, you can configure the integration so that graphics personalized for a specific company are automatically created and sent to the CRM so that they can be sent to the customer. This allows you to automate many activities and design communications personalized for customers.

## Zapier - Triggers and Actions

The integration between Zapier, Firmao and RenderForm offers various Triggers and Actions to automate the flow of data between these platforms.

**Triggers:** are the events that trigger automatic actions in the integration. For example, when you create a new graphic in RenderForm, it could be a trigger that starts the process of creating a task in Firmao, for the marketing department, for example.

**Actions:** are the specific actions that are taken as a result of triggers. For example, when you create a new invoice in Firmao, an action could be the automatic creation of a personalized graphic in RenderForm.


## What needs to be done to connect applications in&nbsp;Zapier?

**Firmao:**
Log into your account, click in to the button on the right corner (with letter A - admin), click “company settings”. On the left you’ll have different categories - click on Integrations. On the top click on “API”, then click “Enable API”. Here you’ll have API login and Password - that’s the credentials needed for you to sign in Zapier. You can set the rest simply via Zapier.

**RenderForm:**
Search for RenderForm in action block in Zapier and select the action type. Log in to your account and add your API Key (you can find it in [your account](https://renderform.io/console/api-keys/) section in RenderForm).

## How to create working Zap:

Before we start with Firmao configuration, prepare your image template in RenderForm that you’ll use later.

1. Choose a trigger Firmao - it can be the creation of a new Company, Task, Proposal or Invoice.

![RenderForm and Firmao integration via Zapier](/blog/firmao/renderform-firmao-zap-configuration-1.png)

2. Configure the first elements.

![RenderForm and Firmao integration via Zapier](/blog/firmao/renderform-firmao-zap-configuration-2.png)

3. Test the performance of Zap.

![RenderForm and Firmao integration via Zapier](/blog/firmao/renderform-firmao-zap-configuration-3.png)

4. Configure the second stage of Zap - select RenderForm and decide what you want to automate, for example, the creation of graphics.

![RenderForm and Firmao integration via Zapier](/blog/firmao/renderform-firmao-zap-configuration-4.png)

5. Select template.

![RenderForm and Firmao integration via Zapier](/blog/firmao/renderform-firmao-zap-configuration-5.png)

6. Modify the template to automatically change the graphics, for example, the company name can be the Headline.

![RenderForm and Firmao integration via Zapier](/blog/firmao/renderform-firmao-zap-configuration-6.png)

7. Test the functionality of Zap.

![RenderForm and Firmao integration via Zapier](/blog/firmao/renderform-firmao-zap-configuration-7.png)

8. Set the destination of the graphic, choose where you want the graphic to appear in the Firmao system.

![RenderForm and Firmao integration via Zapier](/blog/firmao/renderform-firmao-zap-configuration-8.png)

9. Configure the task.

![RenderForm and Firmao integration via Zapier](/blog/firmao/renderform-firmao-zap-configuration-9.png)

11. In the task description, add "Output Render Results" so that you can easily find the finished graphic in the task.

![RenderForm and Firmao integration via Zapier](/blog/firmao/renderform-firmao-zap-configuration-10.png)

And the automation is ready! As a result, you will see an image generated from a recently submitted form. Try submitting another form with different data and check how RenderForm generates a new image for you automatically. Preparing the whole Zap took less than 5 minutes. 


Zapier

Make.com

Integrately

WordPress Plugin

Mailchimp

Airtable Extension

Google Sheets

Excel/CSV file

HTML Embed

REST API

RenderForm CLI

Webhooks

HTML to Image

Posts with #sales

Image Generation with Firmao