business intelligence

Add Firmable to your AI agent

Firmable's Partner API enriches company and people records, searches for people within companies, and returns supported search-filter metadata.

Things your agent can do in Firmable
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Things your AI can do in Firmable

Your FormWise AI can handle any of these in Firmable — on its own, without you needing to click a button.

  • Enrich Company

    Look up one enriched company using at least one Firmable, LinkedIn, domain, ABN, or website identifier. This call may consume Firmable credits; Firmable does not publish a per-call cost. Successful enrichment and identifier precedence were not live-verified to avoid consuming credits.

  • Enrich Person

    Look up one enriched person using a Firmable, LinkedIn, work-email, or personal-email identifier. This request may consume Firmable credits and can return personal contact data; use it only for an authorized purpose. Prefer one strong identifier because precedence between multiple identifiers is not documented or live-verified.

  • List Filter Options

    Return Firmable's current search filter codes and supported markets, optionally selecting filters or paging one location or industry filter. Firmable explicitly documents this read-only endpoint as not charged.

  • Search People in Company

    Return one offset-based page of people at a Firmable company, optionally filtered by position, country, seniority code, or department code. Each call may consume Firmable credits and can return personal data; use it only for an authorized purpose. Firmable does not publish a per-call cost.

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 Firmable is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Firmable, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Firmable for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Firmable work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Firmable to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Firmable in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Firmable.

  3. 3

    Hit "Connect"

    Click "Connect Firmable" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Firmable

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Firmable actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Firmable for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Firmable 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 Firmable users had before signing up

Do I need to know how to code?

Not even a little. If you can use Firmable today, you can set this up. You'll connect Firmable, 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 Firmable 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 Firmable or delete everything any time.

What happens when Firmable updates their app?

We handle it. When Firmable 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 Firmable 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 Firmable — 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 Firmable on FormWise

Firmable's Partner API enriches company and people records, searches for people within companies, and returns supported search-filter metadata.

Connect Firmable once and your FormWise AI gets 4 things it can do inside it. That means your AI can handle the Firmable 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 Firmable? Take a look at www.firmable.com.

Stop doing the Firmable 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.