Fireberry

Integrate Fireberry with your AI workspace

Fireberry is a CRM platform that offers integrations with various tools and applications to streamline business processes.

Explore Triggers and Actions

Create a Campaign

Tool to create a new campaign in Fireberry. Use when you need to add a new marketing or sales campaign to track campaign activities, budgets, and outcomes.

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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.

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Create a CRM Order

Tool to create a new CRM Order in Fireberry. Use when you need to create an order with line items linked to an account.

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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.

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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.

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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.

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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.

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Create a Fireberry meeting

Tool to create a new meeting (activity) in Fireberry. Use when you need to schedule a meeting in the CRM system. The created meeting will be returned with its system-generated ID and all default values populated.

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Create a Fireberry product

Tool to create a new product in Fireberry. Use when you need to add a new product to the system with details like catalog number, name, vendor information, and status.

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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.

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Create a new Fireberry record

Creates a new record in a specified Fireberry table/module. Use this tool when you need to add new records to Fireberry (e.g., create a new account, contact, or deal). The created record will be returned with its system-generated ID and all default values populated. Common use cases: - Create new accounts/companies in the CRM - Add new contacts to the system - Insert leads, opportunities, or custom records Note: Field names are case-sensitive and must match Fireberry's system field names.

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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.

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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.

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Create a Project

Tool to create a new project in Fireberry CRM. Use when you need to add a new project to track work, budgets, timelines, and deliverables.

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Create a Task

Tool to create a new task in Fireberry CRM. Use when you need to create to-do items, action items, or work assignments with tracking information.

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Create a Ticket

Tool to create a new ticket (case) in Fireberry CRM. Use when you need to log customer issues, support requests, or service cases with detailed tracking information.

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Create a URL field

Tool to create a new URL field in a Fireberry object/table. Use when you need to add custom URL fields to CRM objects like accounts, contacts, or other entities for storing website links, company URLs, or other web addresses.

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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.

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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.

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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.

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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.

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Delete a Business Unit

Tool to delete a Business Unit in Fireberry using its GUID. Use when you need to remove a Business Unit from the system permanently. Note: This is a destructive operation that cannot be undone.

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Delete a Competitor

Tool to delete a competitor in Fireberry by its GUID. Use when you need to permanently remove a competitor record from the system.

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Delete a Contact

Tool to delete a contact from Fireberry using its GUID. Use when you need to permanently remove a contact record from the system.

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Delete a contract

Tool to delete a contract in Fireberry by its GUID. Use when you need to permanently remove a contract record from the system.

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Delete a CRM User

Tool to delete a CRM user from Fireberry using its GUID. Use when you need to permanently remove a CRM user record from the system.

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Delete a custom field

Tool to delete a custom field from a Fireberry object/table. Use when you need to permanently remove a custom field from CRM objects like accounts, contacts, or other entities.

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Delete a Fireberry asset

Delete an asset from Fireberry by its unique identifier. Use this tool when you need to remove an asset record from the Fireberry system. The asset is permanently deleted and cannot be recovered once this operation completes successfully.

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Delete a Fireberry campaign

Tool to delete a campaign from Fireberry. Use when you need to permanently remove a campaign record from the system. The deletion is permanent and cannot be undone.

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Delete a Meeting

Tool to delete a meeting activity from Fireberry by its GUID. Use when you need to remove an existing meeting record from the system.

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Delete a Note

Tool to delete a note from Fireberry using its GUID. Use when you need to remove a specific note record from the system.

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Delete a Phone Call

Tool to delete a phone call record from Fireberry using its GUID. Use when you need to remove a specific phone call entry from the system.

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Delete a product

Tool to delete a product in Fireberry by its GUID. Use when you need to permanently remove a product record from the system.

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Delete a project

Tool to delete a project from Fireberry using its GUID. Use when you need to permanently remove a project record from the system.

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Delete a task

Tool to delete a task in Fireberry by its GUID. Use when you need to permanently remove a task record from the system.

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Delete a ticket

Tool to delete a ticket (case) from Fireberry using its GUID. Use when you need to permanently remove a ticket record from the system.

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Delete an Account

Tool to delete an account from Fireberry using its GUID. Use when you need to permanently remove an account record from the system.

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Delete an Activity Log

Delete an activity log by its GUID. Use when you need to remove a specific activity log record from Fireberry. The activity log ID must be a valid GUID obtained from querying activity logs.

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Delete an Article

Tool to delete an article from Fireberry by its GUID. Use when you need to permanently remove an article record from the system.

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Delete an Opportunity

Tool to delete an opportunity in Fireberry by its GUID. Use when you need to permanently remove an opportunity record from the system.

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Delete an Order Item

Tool to delete an order item in Fireberry by its GUID. Use when you need to permanently remove an order item (line item/product) from an order.

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Fireberry: Query Records

Query and retrieve records from a Fireberry module with optional filtering, sorting, and pagination. Use this tool to: - List all records from a module (Accounts, Contacts, etc.) - Search for specific records using filter conditions - Sort results by one or more fields - Paginate through large result sets The tool returns record data with Fireberry system field names (e.g., 'accountname', 'emailaddress1', 'createdon').

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Get a Competitor

Tool to retrieve a specific competitor record by its GUID. Use when you need to fetch detailed information about an existing competitor in Fireberry.

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Get a Contact

Tool to retrieve a specific contact record by its GUID. Use when you need to fetch detailed information about an existing contact in Fireberry.

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Get a CRM Order

Tool to retrieve a specific CRM Order from Fireberry by its GUID. Use when you need to get detailed information about a particular order.

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Get a Fireberry user by ID

Tool to retrieve a single user by their unique ID from Fireberry. Use when you need to fetch details about a specific user including their name, email, role, and status.

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Get a Meeting

Tool to retrieve a specific meeting/activity record by its unique identifier (GUID). Use when you need to fetch details about a particular meeting, call, or activity including its subject, description, related contacts, and status.

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Get a Note

Tool to retrieve a specific note record by its GUID. Use when you need to fetch detailed information about a note including its content, related object, parent note, and timestamps.

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Get a phone call record

Tool to retrieve a specific phone call record from Fireberry by its GUID. Use when you need to fetch detailed information about a particular call from the call log.

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Get a Product

Tool to retrieve a specific product record by its GUID. Use when you need to get detailed information about a product.

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Get a Project

Tool to retrieve a specific project from Fireberry by its GUID. Use when you need to get detailed information about a particular project.

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Get a Task

Tool to retrieve a specific task record by its GUID. Use when you need to get detailed information about an existing task in Fireberry.

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Get a Ticket

Tool to retrieve a specific ticket (case) record by its GUID. Use when you need to get detailed information about an existing support ticket or case in Fireberry.

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Get All Accounts

Tool to retrieve all accounts from Fireberry CRM with pagination support. Use when you need to list or search through account records in the system. Returns detailed account information including names, contact details, revenue, and custom fields.

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Get All Activity Logs (v2)

Tool to retrieve all activity logs from Fireberry using v2 API endpoint with pagination support. Use when you need to list or search through activity logs such as calls, meetings, tasks, or other tracked activities.

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Get all articles from Fireberry

Tool to retrieve all articles from Fireberry with pagination support. Use when you need to list or search through knowledge base articles. Returns articles with metadata including articlename, articlesubject, articlebody, and other fields.

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Get All Assets

Tool to retrieve all assets (account products) from Fireberry with pagination support. Use when you need to list assets associated with accounts.

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Get All Business Units (v2)

Tool to retrieve all business units from Fireberry using v2 API endpoint with pagination support. Use when you need to list or browse business units in the organization.

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Get All Campaigns

Tool to retrieve all campaigns from Fireberry with pagination support. Use when you need to list campaigns, view campaign details, or iterate through campaign records in the CRM.

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Get All Competitors (v2)

Tool to retrieve all competitors from Fireberry with pagination support. Use when you need to list or browse competitors in the CRM with detailed field information.

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Get All Contacts

Tool to retrieve all contacts from Fireberry with pagination support. Use when you need to list or browse contacts in the CRM.

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Get All Contracts

Tool to retrieve all contracts from Fireberry with pagination support. Use when you need to list or browse contracts in the CRM.

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Get All Custom Object Records

Tool to retrieve all records from a specified custom object in Fireberry with pagination support. Use when you need to list or browse records from custom objects or standard objects (Accounts, Cases, Tasks) in the CRM.

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Get All Meetings

Tool to retrieve all meetings (activities) from Fireberry CRM with pagination support. Use when you need to list or search through meeting records in the system. Meetings are stored as activities with activityid as the primary key.

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Get All Notes (Detailed)

Tool to retrieve all notes from Fireberry with detailed field schema and pagination support. Use when you need to list notes attached to records in the CRM with full field details.

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Get All Objects

Tool to retrieve all object type metadata from Fireberry. Use when you need to discover available object types in the system.

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Get All Opportunities (Deprecated)

DEPRECATED: Use FIREBERRY_LIST_ALL_OPPORTUNITIES2 instead. Tool to retrieve all opportunities from Fireberry with pagination support. Use when you need to list or browse opportunities in the CRM.

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Get All Order Items

Tool to retrieve all order items from Fireberry with pagination support. Use when you need to list or browse order items in the CRM.

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Get All Orders

Tool to retrieve all orders from Fireberry with pagination support. Use when you need to list or browse orders in the CRM.

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Get All Phone Calls

Tool to retrieve all phone call records from Fireberry with pagination support. Use when you need to fetch call logs, analyze call history, or retrieve phone call details from the CRM.

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Get All Projects (v2)

Tool to retrieve all projects from Fireberry with pagination support. Use when you need to list or browse projects in the CRM with detailed field information.

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Get All Tasks

Tool to retrieve all tasks from Fireberry with pagination support. Use when you need to list or browse tasks in the CRM.

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Get All Tickets

Tool to retrieve all ticket records (cases) from Fireberry with pagination support. Use when you need to list tickets, browse support cases, or retrieve ticket details from the CRM.

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Get All Users

Tool to retrieve all CRM users from Fireberry with pagination support. Use when you need to list or browse users in the CRM system.

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Get an Account

Tool to retrieve a specific account record by its GUID. Use when you need to fetch detailed information about an existing account in Fireberry.

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Get an Activity Log

Tool to retrieve a specific activity log record from Fireberry by its GUID. Use when you need to fetch detailed information about a particular activity log entry.

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Get an Article

Tool to retrieve a specific article from Fireberry by its GUID. Use when you need to fetch detailed information about a particular article including its name, subject, body content, description, owner, state, status, and view count.

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Get an Asset

Tool to retrieve a specific asset record by its GUID. Use when you need to get detailed information about an asset.

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Get an Object

Tool to retrieve metadata for a specific object by its ID. Use when you need to get information about an object's name, type, and system name.

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Get an Object's Fields

Tool to retrieve metadata about fields for a specific object type in Fireberry. Use when you need to discover available fields, field types, and field labels for an object.

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Get an Opportunity

Tool to retrieve a specific opportunity record by its GUID. Use when you need to fetch detailed information about an existing sales opportunity in Fireberry.

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Get an Order Item

Tool to retrieve a specific order item record by its GUID. Use when you need to get detailed information about an order item.

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Get Campaign by ID

Tool to retrieve a single campaign by its GUID. Use when you need to fetch detailed information about a specific campaign.

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Get Custom Object Record

Tool to retrieve a specific custom object record by its GUID and object code. Use when you need to fetch detailed information about an existing custom object record in Fireberry.

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Get Field Details

Tool to retrieve detailed metadata for a specific field in a Fireberry object/table. Use when you need to understand field properties, types, or labels for a given field in an object.

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Get Fireberry Task by ID

Tool to retrieve a single task record by its unique ID (GUID). Use when you need to fetch complete details of a specific task from Fireberry.

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Get Items for an Order

Tool to retrieve all items for a specific order from Fireberry. Use when you need to get the line items, products, quantities, and pricing details associated with a particular order.

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Get Object Field Values

Tool to retrieve picklist field values from the metadata endpoint. Use when you need to get all available options for a picklist field including their IDs, labels, and active status.

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Get Picklist Field Values

Tool to retrieve picklist field values from Fireberry metadata API. Use when you need to get all available options for a specific picklist field on an object type.

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Get Picklist Values

Tool to retrieve all possible picklist (dropdown) values for a specific field by querying records and extracting unique values. Use when you need to discover available options for a picklist field in a record type.

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Get Related Records

Tool to retrieve related records for a specific object in Fireberry. Use when you need to fetch records that are related to a primary record (e.g., contacts for an account, opportunities for a contact).

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List All Opportunities

Tool to retrieve all opportunities from Fireberry CRM with pagination support. Use when you need to list or search through opportunity records in the system.

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List All Products

Tool to retrieve all products from Fireberry CRM with pagination support. Use when you need to list, browse, or search through product records in the system.

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Query Fireberry records with filters

Query records in any Fireberry object with advanced filtering, sorting, and pagination. Use the query field to specify filter conditions that records must meet to be returned. This action provides direct access to Fireberry's query API endpoint with support for complex filter expressions, field selection, and result ordering. Ideal for searching specific records, building reports, or retrieving filtered datasets.

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Update a Business Unit

Tool to update an existing business unit in Fireberry. Use when you need to modify business unit details such as name, manager, address, or organizational hierarchy. Only the fields you provide will be updated; other fields remain unchanged.

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Update a Contract

Tool to update an existing contract in Fireberry. Use when you need to modify contract details such as name, dates, pricing, or service levels.

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Update a CRM Order

Tool to update an existing CRM order in Fireberry. Use when you need to modify order details such as account information, items, pricing, discounts, or contact information.

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Update a Date & Time Field

Tool to update a Date & Time field's properties in Fireberry. Use when you need to modify field settings such as label, default value, required/readonly status, or enable change tracking.

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Update a Date Field

Tool to update a date field configuration in Fireberry. Use when you need to modify date field properties such as label, default value, tracking settings, or additional properties (required/readonly).

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Update a Fireberry article

Updates an existing article in Fireberry. Use this to modify article name, subject, body, description, or other article metadata. The article is identified by its GUID, and both articlename and articlesubject are required fields.

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Update a Fireberry Campaign

Tool to update an existing campaign in Fireberry by its GUID. Use when you need to modify campaign details such as name, description, budget, dates, or status.

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Update a Fireberry Competitor

Updates an existing competitor record in Fireberry by GUID. Use this tool when you need to modify competitor information such as name, description, website, SWOT analysis, or contact details. The competitor is identified by its unique GUID, and you can update any combination of available fields. Common use cases: - Update competitor contact information (address, website) - Modify SWOT analysis (strengths, weaknesses, opportunities, threats) - Update competitor metrics (revenue, number of employees) - Change competitor product information

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Update a Fireberry contact

Tool to update an existing contact in Fireberry CRM. Use when you need to modify contact information, billing address, shipping address, or related account details for an existing contact.

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Update a Fireberry Meeting

Tool to update an existing meeting (activity) in Fireberry. Use when you need to modify meeting details such as subject, description, time, location, or related records.

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Update a Formula Field

Tool to update a formula field in Fireberry CRM. Use when you need to modify the formula calculation, field type, display label, or precision of an existing formula field.

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Update a Number Field

Tool to update a number field configuration in Fireberry. Use when you need to modify number field properties such as label, precision, default value, tracking settings, or additional properties (required/readonly).

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Update a phone call record

Tool to update an existing phone call record in Fireberry. Use when you need to modify call details such as status, type, duration, or associated contacts/accounts.

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Update a Phone Number Field

Tool to update a phone number field configuration in Fireberry. Use when you need to modify phone number field properties such as label, display name, description, or required status.

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Update a Product

Tool to update an existing product in Fireberry. Use when you need to modify product details such as name, catalog number, vendor information, or status.

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Update a Project

Tool to update an existing project in Fireberry CRM. Use when you need to modify project details such as name, budget, due date, priority, or status.

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Update a Task (V2)

Tool to update an existing task using Fireberry v2 API. Use when you need to modify task details such as subject, status, priority, description, owner, or due date.

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Update a Text Area Field

Tool to update a Text Area field's properties in Fireberry. Use when you need to modify field settings such as label, default value, required/readonly status, or enable change tracking.

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Update a Text Field

Tool to update a text field configuration in Fireberry. Use when you need to modify text field properties such as label, default value, max length, autocomplete settings, tracking settings, or additional properties (required/readonly).

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Update a Ticket

Tool to update an existing ticket (case) in Fireberry. Use when you need to modify ticket details such as title, status, priority, assignment, or description.

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Update a URL Field

Tool to update a URL field configuration in Fireberry. Use when you need to modify URL field properties such as label, max length, default value, autocomplete settings, tracking, or additional properties (required/readonly).

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Update a User

Tool to update an existing user in Fireberry CRM. Use when you need to modify user details such as name, role, language preferences, or contact information.

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Update an Activity Log

Update an existing Activity Log record in Fireberry. Use this tool when you need to modify fields of an existing activity log entry such as updating the description, changing the call destination, or updating related contact/object references. At least one field besides 'id' should be provided to update. Important: If you set the objectid field, you MUST also set the objecttypecode field.

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Update an Asset

Update an existing asset (accountproduct) in Fireberry. Use when you need to modify asset details such as quantity, price, description, or other attributes.

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Update an Email Address Field

Tool to update the configuration of an email address field in Fireberry. Use when you need to modify field properties such as label, required status, autocomplete behavior, or validation rules.

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Update an HTML Field

Tool to update an HTML field configuration in Fireberry. Use when you need to modify HTML field properties such as label, tracking settings, or additional properties like required/readonly status.

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Update an Opportunity

Tool to update an existing opportunity in Fireberry CRM. Use when you need to modify opportunity details such as name, estimated value, close date, status, or associated account.

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Update an Order Item

Tool to update an existing order item in Fireberry. Use when you need to modify order item details such as product name, pricing, quantity, description, or related order.

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Update Fireberry Account

Updates an existing account record in Fireberry with new field values. Use this tool when you need to modify account information such as name, contact details, revenue, or other attributes. The account is identified by its GUID, and only the fields provided in the request will be updated.

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Upload file to Fireberry record

Tool to upload a file to a specific record in Fireberry. Use when you need to attach documents, images, or other files to existing records such as accounts, contacts, or custom objects.

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