Connect Fireberry with Hookshot™ and your stack

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

Tools and triggers

What Agents can do in Fireberry

Available tools and events after Fireberry is connected.

  • 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.

  • 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 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.

  • 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…

  • 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.

  • 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.

  • 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 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.

  • 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.

  • 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.

  • 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…

  • 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 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.

  • 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.

  • 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.

  • 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…

  • 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…

  • 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.

  • 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.

  • 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 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 Contact

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

Setup

Connect Fireberry in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

Build with us

See Hookshot™ in your stack.

Request early access or book a live walkthrough with the team.

Request Demo
Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.