# Firmao AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Firmao and helps you track deals and customer relationships through a sales pipeline, running 6 Firmao actions for you like List Tasks, Create Task, and Create Offer. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Firmao and reports back. Viktor connects with a scoped API key. - Tool: Firmao - Category: Sales & CRM - Connection: API key - Actions available: 6 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/firmao ## What can you ask Viktor to do in Firmao? - "Update the Firmao deal I closed today and move it to won." - "Pull this week's pipeline from Firmao and post a summary to #sales every Friday." - "Find contacts in Firmao we haven't touched in 30 days and draft follow-ups." - "Cross-check Firmao against our billing records and flag deals that don't match." ## What can Viktor do in Firmao? (6 actions) - **List Customers Options** - Retrieves available options for the Customers field. - **List Responsible Users Options** - Retrieves available options for the Responsible Users field. - **List Tasks** - List tasks from the organization. - **Create Task** - Create a new task for the organization. - **Create Offer** - Create a new quote/offer. - **Create Customer** - Create a new company customer. ## How does Viktor work with Firmao? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Firmao with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Firmao actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Firmao AI agent? A Firmao AI agent is an AI that connects to your Firmao account and completes work in it - it doesn't just answer questions about Firmao, it takes the actions. Viktor is that agent: an AI employee that works in Firmao on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Firmao actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Firmao CRM - customer relationship management. Managing sales opportunities from various sources (Mailing, Cold Calling, Live Chat, Google Ads, FB, Callback) in one place. ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time. - Review-first approvals: sensitive Firmao actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Firmao? Yes. Firmao is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Firmao from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Firmao to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Firmao, then paste an API key from your Firmao account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in Firmao? Viktor can run 6 Firmao actions, including List Tasks, Create Task, and Create Offer - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Firmao? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Firmao actions to take, runs them, and reports back. ### Is my Firmao data secure with Viktor? Yes. Viktor connects to Firmao with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Firmao integration cost? Nothing extra - every integration, including Firmao, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Firmao together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Firmao, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Firmao together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.