Reference

Create Account

Adds a new company or organization to your Salesflare CRM to start tracking business relationships and sales activities. Automatically prevents duplicates by updating existing accounts when a matching domain is found.

List accounts

Retrieve and filter your Salesflare accounts based on criteria like name, creation date, company size, domain, tags, and engagement level to find the contacts and companies you need.

Add Account Contacts

Link existing contacts to a specific account in Salesflare so you can organize and manage all customer relationships under one account record.

Delete Account

Permanently removes an account from your Salesflare CRM system when you no longer need to track that customer or company relationship.

Get Account

Retrieves detailed information about a specific account including contact details, addresses, social profiles, tags, and custom fields stored in Salesflare. Use this when you need to access comprehensive account data for analysis, follow-ups, or integration with other tools.

Update Account

Modify account information in Salesflare such as company name, contact details, address, or custom fields to keep your customer records current and accurate.

Update Account Contacts

Modify which contacts are linked to a specific account in Salesflare, allowing you to add new contacts, update existing associations, or remove contacts from an account. This keeps your account relationship data organized and accurate as your business evolves.

Update Account Users

Modify which team members have access to a specific customer account in Salesflare, allowing you to add new users or remove those who no longer need visibility into that account.

Create call

Log calls with your contacts and accounts in Salesflare to maintain a complete record of customer interactions. This helps you track communication history and follow-up activities directly tied to your relationships.

List Filter Fields

Retrieves the available filter fields you can use to search and organize your accounts, contacts, opportunities, and other CRM entities. This helps you understand what criteria you can filter by when building searches or reports.

List Supported Currencies

Retrieves all currency options available in your Salesflare account so you can use the correct currency codes when creating deals, setting prices, or managing international transactions.

Create Contact

Add new contacts to your Salesflare CRM to build and organize your customer database. This operation lets you quickly capture contact information whether you're adding one person or multiple contacts at once.

List Contacts

Retrieve and search your Salesflare contacts with flexible filtering options to find specific people by name, email, phone, or other attributes.

Delete Contact

Permanently removes a contact from your Salesflare CRM using their unique identifier. Use this when a contact is no longer relevant to your business or has requested to be removed.

Get Contact by ID

Retrieve complete details for a specific contact including their personal information, tags, addresses, and linked accounts. Use this when you need to access full contact data for follow-ups, integrations, or customer relationship management.

List My Contacts

Retrieve all contacts from your Salesflare account with powerful filtering options to find specific people by name, email, phone, tags, or custom fields. Use this to access your contact database for analysis, outreach, or relationship management.

Update Contact

Modify an existing contact's information in Salesflare including name, email, phone, tags, and custom fields to keep your customer database current and organized.

Create Custom Field

Add custom data fields to your accounts, contacts, or opportunities to track information specific to your business needs. This lets you capture and organize data that standard fields don't cover.

Delete Custom Field

Permanently removes a custom field from your Salesflare CRM, including all associated data across accounts, contacts, or opportunities. Use this when you no longer need to track specific information or want to clean up your CRM structure.

Get Custom Field Details

Retrieves detailed configuration information about a custom field in your Salesflare CRM, including its type, validation rules, and settings for accounts, contacts, or opportunities.

List Custom Field Options

Retrieves all available options for a custom field in Salesflare, making it easy to see what choices are available for dropdown or multi-select fields. This helps you understand what values can be assigned when updating customer records.

List Custom Field Types

Retrieves all available custom field types that you can use when creating custom fields in Salesflare, helping you understand which data types are supported for your CRM customization needs.

List Custom Fields

Retrieve all custom fields available for a specific item type in your CRM (accounts, contacts, or opportunities). This helps you understand what custom data fields exist in your system for storing and organizing business information.

Update Custom Field

Modify custom field properties and settings for accounts, contacts, or opportunities to keep your Salesflare data structure aligned with your changing business needs.

List Email Data Sources

Retrieve all email data sources connected to your Salesflare account to see where your customer communication data is coming from. This helps you understand which email accounts and mailboxes are synced for customer relationship management.

Update Email Data Source

Modify email sending limits, signature settings, and signature content for your connected email accounts in Salesflare. Use this to maintain consistent branding and manage email delivery rules across your sales team.

List Groups

Retrieve all groups in your Salesflare team to see how your contacts and accounts are organized. Use this to understand your team's structure and find the right group for managing specific business relationships.

Create Meeting

Create a new meeting record in Salesflare to log interactions with your contacts, whether scheduling future meetings or documenting past calls and conversations.

Delete Meeting

Remove a scheduled meeting from your Salesflare CRM when it's no longer needed or has been cancelled. This helps keep your meeting records clean and accurate.

Get Meeting Details

Retrieve comprehensive details about a specific meeting including its subject, date, participants, and notes. Use this to access meeting information without manually searching through your CRM.

List Account Messages

Retrieve all messages and communication history associated with a specific customer account in Salesflare. This helps you quickly access emails, notes, and interactions without manually searching through scattered records.

Create Internal Note

Add private notes to customer accounts in Salesflare to document important details, interactions, or follow-up reminders that only your team can see.

Delete Internal Note

Permanently remove an internal note from your Salesflare account to clean up outdated information or correct mistakes in your customer records.

Update Internal Note

Modify an existing internal note in Salesflare to keep your customer records accurate and up-to-date with new information or corrections.

Create Opportunity

Add a new sales opportunity or deal to Salesflare linked to a company account. Use this to track potential sales and pipeline progress as you pursue new business opportunities.

Update Opportunity

Modify opportunity details in Salesflare such as deal value, stage, timeline, or other key attributes to keep your sales pipeline current and accurate.

Delete Opportunity

Permanently remove an opportunity from your Salesflare pipeline when it's no longer relevant or was created by mistake. This action cannot be undone, so use it only when you're certain the opportunity should be deleted.

Get Opportunity

Retrieves complete details about a specific sales opportunity including its stage, value, associated contacts, and timeline information. Use this when you need to access comprehensive data about a particular deal in your pipeline.

List Opportunities

Retrieve a filtered list of sales opportunities from your pipeline based on criteria like stage, value, date, or assigned owner. Use this to quickly find deals matching specific conditions without manually searching through your entire pipeline.

List Persons

Retrieve a list of persons (individuals found in your communications) from Salesflare, allowing you to search and filter by name, email, ID, or keyword to find relevant people in your database.

Get Stage

Retrieves detailed information about a specific sales pipeline stage, including its name, position, win probability, and associated pipeline. Use this to understand your sales process structure and stage-specific settings.

List Pipelines

Retrieve all available pipelines in your Salesflare account to see how your sales opportunities are organized and structured. This helps you understand your current sales processes and select the right pipeline for managing deals.

List Stages

Retrieve all available pipeline stages from your Salesflare account to understand your sales process structure and organize opportunities by their status in your pipeline.

Get AI Settings

Retrieve the current AI configuration settings for your Salesflare team, including company and user profile AI features. Use this to understand what AI capabilities are enabled and how they're configured for your sales operations.

Update AI Settings

Configure AI-powered insights and context for your Salesflare team to enhance customer intelligence and automated workflows. This helps ensure AI features understand your business context for better lead scoring, email recommendations, and prospect analysis.

Create Tag

Add custom tags to your Salesflare accounts, contacts, and opportunities to organize and categorize your sales data for better tracking and filtering.

Delete Tag

Remove a tag from your Salesflare system when it's no longer needed or has become obsolete. This helps keep your contact organization clean and prevents confusion when managing your customer relationships.

Get Tag Usage

Retrieve detailed information about where a specific tag is used across your Salesflare workflows, saved filters, and reports. This helps you understand tag dependencies before making changes or deletions.

List tags

Retrieve all available tags in your Salesflare account with optional filtering and sorting capabilities. Use this to see how your contacts and deals are organized and categorized.

Update Tag

Rename an existing tag in your Salesflare account to better reflect your current organizational structure or naming conventions.

Create Task

Create and assign tasks in Salesflare to track follow-ups, calls, meetings, and other action items with your contacts and deals.

Delete Task

Remove a task from Salesflare when it's no longer needed or has been completed. This helps keep your task list clean and up-to-date without cluttering your CRM.

List Tasks

Retrieve and filter your tasks by type, assignee, due date, completion status, or related accounts to stay organized and track work priorities.

Update Task

Modify task details in Salesflare including descriptions, completion status, assignees, and reminder dates to keep your workflow organized and up-to-date.

Get Current User

Retrieves your account profile and team details, including your role and permissions within Salesflare. Use this to verify your account information and access levels.

Get User

Retrieve detailed information about a specific user's profile, including their settings and permissions within your Salesflare account. Use this when you need to verify user details or understand what access they have.

List Users

Retrieve all team members in your Salesflare account to view who has access, manage team collaboration, or identify the right person for a task. Useful for understanding your sales team structure and permissions.

Create Workflow

Set up automated email sequences to nurture contacts and drive conversions without manual effort. This lets you design workflows that trigger based on contact behavior or timing.

Get Workflow

Retrieves complete details about a specific workflow in Salesflare, including its steps, analytics, filters, scheduling, and current status. Use this to understand how a workflow is configured and monitor its performance.

Get Workflow Merge Fields

Retrieves the list of available fields you can insert into workflow templates and email campaigns in Salesflare, enabling dynamic personalization of automated communications.

List Workflows

Retrieve all email automation sequences set up in your Salesflare account to see what workflows are available and active. Use this to review, manage, or build upon your existing automation campaigns.

Update Workflow

Modify workflow configurations in Salesflare to update automation rules, names, steps, or scheduling without recreating them from scratch. This lets you refine your sales processes as your business needs change.

Update Workflow Audience

Modify which contacts or companies participate in a specific workflow, allowing you to add them back or remove them from automated sequences like email campaigns or follow-up routines.