Salesflare

Salesflare is a small-business CRM that tracks accounts, contacts and sales opportunities with little manual data entry.

Authentication

• API key

Actions

Generic API request. Call any Salesflare API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

• Get accountRead one company record by its numeric id - the follow-up to List accounts, or to an account id carried on a contact or an opportunity.
• List accountsList accounts (GET /accounts).
• List contactsList contacts (GET /contacts).
• List opportunitiesList the deals in the pipeline, each with its numeric id, name and monetary value - enough to total open pipeline or to find a deal id.

Triggers

• New accountStarts when a new account (company) is created in the connected Salesflare account.
• New opportunityStarts when a new sales opportunity is created in the connected Salesflare account.
• New or updated contactStarts when a contact is created or updated in the connected Salesflare account.

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