Add Fireberry to your AI agent
Fireberry is a CRM platform that offers integrations with various tools and applications to streamline business processes.
- Things your agent can do in Fireberry
- 123
Things your AI can do in Fireberry
Your FormWise AI can handle any of these in Fireberry — on its own, without you needing to click a button.
Create a Fireberry contact
PopularTool 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.
Create a Fireberry product
PopularTool 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.
Create a Project
PopularTool to create a new project in Fireberry CRM. Use when you need to add a new project to track work, budgets, timelines, and deliverables.
Create a Task
PopularTool 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.
Create a Ticket
PopularTool 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.
Create a new Fireberry account
PopularTool 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.
Create an Opportunity
PopularTool 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.
Create an Order Item
PopularTool 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.
Create a Campaign
PopularTool 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.
Create a CRM Order
PopularTool to create a new CRM Order in Fireberry. Use when you need to create an order with line items linked to an account.
Create a Fireberry meeting
PopularTool 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.
Create a new Fireberry record
PopularCreates 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.
Show 111 more things it can do
Delete a project
PopularTool to delete a project from Fireberry using its GUID. Use when you need to permanently remove a project record from the system.
Delete a task
PopularTool to delete a task in Fireberry by its GUID. Use when you need to permanently remove a task record from the system.
Delete a ticket
PopularTool to delete a ticket (case) from Fireberry using its GUID. Use when you need to permanently remove a ticket record from the system.
Delete an Account
PopularTool to delete an account from Fireberry using its GUID. Use when you need to permanently remove an account record from the system.
Delete an Opportunity
PopularTool to delete an opportunity in Fireberry by its GUID. Use when you need to permanently remove an opportunity record from the system.
Delete an Order Item
PopularTool 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.
Delete a Fireberry campaign
PopularTool 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.
Delete a Contact
PopularTool to delete a contact from Fireberry using its GUID. Use when you need to permanently remove a contact record from the system.
Delete a Meeting
PopularTool to delete a meeting activity from Fireberry by its GUID. Use when you need to remove an existing meeting record from the system.
Delete a product
PopularTool to delete a product in Fireberry by its GUID. Use when you need to permanently remove a product record from the system.
Get a CRM Order
PopularTool to retrieve a specific CRM Order from Fireberry by its GUID. Use when you need to get detailed information about a particular order.
Get a Meeting
PopularTool 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.
Get a Product
PopularTool to retrieve a specific product record by its GUID. Use when you need to get detailed information about a product.
Get a Project
PopularTool to retrieve a specific project from Fireberry by its GUID. Use when you need to get detailed information about a particular project.
Get a Task
PopularTool to retrieve a specific task record by its GUID. Use when you need to get detailed information about an existing task in Fireberry.
Get a Ticket
PopularTool 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.
Get an Account
PopularTool to retrieve a specific account record by its GUID. Use when you need to fetch detailed information about an existing account in Fireberry.
Get All Accounts
PopularTool 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.
Get All Campaigns
PopularTool 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.
Get All Contacts
PopularTool to retrieve all contacts from Fireberry with pagination support. Use when you need to list or browse contacts in the CRM.
Get All Meetings
PopularTool 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.
Get All Order Items
PopularTool to retrieve all order items from Fireberry with pagination support. Use when you need to list or browse order items in the CRM.
Get All Orders
PopularTool to retrieve all orders from Fireberry with pagination support. Use when you need to list or browse orders in the CRM.
Get All Projects (v2)
PopularTool 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.
Get All Tasks
PopularTool to retrieve all tasks from Fireberry with pagination support. Use when you need to list or browse tasks in the CRM.
Get All Tickets
PopularTool 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.
Get an Opportunity
PopularTool to retrieve a specific opportunity record by its GUID. Use when you need to fetch detailed information about an existing sales opportunity in Fireberry.
Get an Order Item
PopularTool to retrieve a specific order item record by its GUID. Use when you need to get detailed information about an order item.
Get Campaign by ID
PopularTool to retrieve a single campaign by its GUID. Use when you need to fetch detailed information about a specific campaign.
Get a Contact
PopularTool to retrieve a specific contact record by its GUID. Use when you need to fetch detailed information about an existing contact in Fireberry.
Get Items for an Order
PopularTool 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.
Get Fireberry Task by ID
PopularTool 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.
List All Products
PopularTool 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.
Fireberry: Query Records
PopularQuery 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').
Update a Fireberry contact
PopularTool 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.
Update a Fireberry Meeting
PopularTool 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.
Update a Product
PopularTool to update an existing product in Fireberry. Use when you need to modify product details such as name, catalog number, vendor information, or status.
Update a Project
PopularTool 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.
Update a Ticket
PopularTool to update an existing ticket (case) in Fireberry. Use when you need to modify ticket details such as title, status, priority, assignment, or description.
Update Fireberry Account
PopularUpdates 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.
Update an Opportunity
PopularTool 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.
Update an Order Item
PopularTool 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.
Update a Fireberry Campaign
PopularTool 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.
Update a CRM Order
PopularTool 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.
Update a Task (V2)
PopularTool 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Get All Objects
Tool to retrieve all object type metadata from Fireberry. Use when you need to discover available object types in the system.
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.
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.
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.
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.
Get an Asset
Tool to retrieve a specific asset record by its GUID. Use when you need to get detailed information about an asset.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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
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.
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).
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.
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.
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.
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).
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.
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.
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).
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).
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.
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.
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.
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.
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.
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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Fireberry is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Fireberry, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Fireberry for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Fireberry work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Fireberry to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Fireberry in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Fireberry.
- 3
Hit "Connect"
Click "Connect Fireberry" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Fireberry
Build a quick AI Agent (it's like writing instructions, not code), and pick the Fireberry actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Fireberry for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Fireberry workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Fireberry users had before signing up
Do I need to know how to code?
Not even a little. If you can use Fireberry today, you can set this up. You'll connect Fireberry, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Fireberry login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Fireberry or delete everything any time.
What happens when Fireberry updates their app?
We handle it. When Fireberry adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Fireberry takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Fireberry — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Fireberry on FormWise
Fireberry is a CRM platform that offers integrations with various tools and applications to streamline business processes.
Connect Fireberry once and your FormWise AI gets 123 things it can do inside it. That means your AI can handle the Fireberry work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Fireberry? Take a look at www.fireberry.com.
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Stop doing the Fireberry work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
