Put Firm360 to work with AI and enterprise-grade automation
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- No-code AI automation
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- Easy visual workflow builder
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Or pick an app to pair with
Microsoft Excel
Microsoft, Spreadsheets
Microsoft SharePoint
Microsoft, Team Collaboration
TextMine
AI Assistants
Anthropic (Claude)
AI Models
Constant Contact
Email Newsletters
IRS Solutions
Taxes
Google Calendar
Calendar, Google
GoTo Connect
Communication
CPACharge
Payment Processing
Microsoft Excel
Microsoft, Spreadsheets
Microsoft SharePoint
Microsoft, Team Collaboration
TextMine
AI Assistants
Anthropic (Claude)
AI Models
Constant Contact
Email Newsletters
IRS Solutions
Taxes
Microsoft Excel
Microsoft, Spreadsheets
Microsoft SharePoint
Microsoft, Team Collaboration
TextMine
AI Assistants
Anthropic (Claude)
AI Models
Constant Contact
Email Newsletters
IRS Solutions
Taxes
Google Calendar
Calendar, Google
GoTo Connect
Communication
CPACharge
Payment Processing
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Added or Updated
Triggers when client is added or updated.
Try ItTriggerPolling - NameRequired
- Number
- Entity TypeRequired
- Partner In ChargeRequired
- Manager
- Bookkeeper
- TermsRequired
- StatusRequired
- Tax IDRequired
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
ActionWrite- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- StatusRequired
ActionWrite- Number
- Name
ActionSearch
- Project Updated
Triggers when project is created or status is changed.
Try ItTriggerPolling - ClientRequired
- Salutation
- First NameRequired
- Middle Name
- Last NameRequired
- Nickname
- Title
- Notes
- Date of Birth
- EmailRequired
- Tax IDRequired
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact TypeRequired
- Primary Contact FlagRequired
- Spouse Contact FlagRequired
ActionWrite- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- Recurring TypeRequired
- Next DateRequired
ActionWrite- EmailRequired
- ClientRequired
ActionSearch
For builders
Let your AI safely access Firm360
Go beyond Zap workflows. Install Zapier in your AI to call Firm360 actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Firm360 from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Firm360 actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Firm360 connection @ https://zapier.com/es/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "firm360", owner: "me" });
await zapier.runAction({
app: 'firm360',
action: 'create_client',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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