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Salesflarecrm

63 available actions

What your AI agent can do in Salesflare

Salesflare is a CRM platform that helps small and medium-sized B2B businesses track and manage their sales pipelines, contacts, and customer relationships with automated data entry and smart insights. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get AccountGet detailed information about a specific account by ID.
  • Get AI SettingsTool to retrieve AI settings for the Salesflare team.
  • Create ContactTool to create new contacts in Salesflare.
  • Create TaskTool to create a new task in Salesflare.
  • Update ContactTool to update an existing contact in Salesflare.
  • Update TaskTool to update an existing task in Salesflare.

Browse all 63 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 31 actionsHide actions
  • Get AccountGet detailed information about a specific account by ID.
  • Get AI SettingsTool to retrieve AI settings for the Salesflare team.
  • Get Contact by IDRetrieves detailed information for a specific contact by ID.
  • Get Current UserTool to retrieve the details of the currently authenticated user.
  • Get Custom Field DetailsTool to retrieve details of a specific custom field.
  • Get Meeting DetailsTool to retrieve detailed information about a specific meeting by its ID.
  • Get OpportunityGet detailed information about a specific opportunity by ID.
  • Get StageGet detailed information about a specific pipeline stage by ID.
  • Get Tag UsageGet tag usage details including workflows, saved filters, and reports.
  • Get UserTool to retrieve details of a specific user by their ID.
  • Get WorkflowGet detailed information about a specific workflow by ID.
  • Get Workflow Merge FieldsTool to retrieve available merge fields for workflows in Salesflare.
  • List Account MessagesTool to retrieve a list of messages associated with a specific account in Salesflare.
  • List accountsTool to list accounts with various filtering options including search, name, creation dates, size, domain, tags, address, and hotness level.
  • List ContactsTool to list contacts with filtering options.
  • List Supported CurrenciesTool to retrieve a list of supported currencies in Salesflare.
  • List Custom Field OptionsTool to list available options for a specific custom field in Salesflare.
  • List Custom FieldsTool to list custom fields for a specified item class (accounts, contacts, or opportunities).
  • List Custom Field TypesTool to retrieve a list of available custom field types in Salesflare.
  • List Email Data SourcesTool to list email data sources.
  • List Filter FieldsTool to list available filter fields for a specific entity type in Salesflare.
  • List GroupsTool to list groups in Salesflare.
  • List My ContactsTool to list contacts belonging to the current user.
  • List OpportunitiesTool to list opportunities with extensive filtering options.
  • List PersonsTool to list persons (non-contact people found in communications) from Salesflare.
  • List PipelinesTool to list pipelines in the Salesflare system with filtering and sorting options.
  • List StagesTool to list pipeline stages in the Salesflare system with filtering and sorting options.
  • List tagsTool to list tags in the Salesflare system.
  • List TasksTool to list tasks with filtering options.
  • List UsersTool to list users (team members) in the Salesflare team.
  • List WorkflowsTool to list workflows (email automation sequences) in Salesflare.
Create & communicateCreate records or send supported messagesView 11 actionsHide actions
  • Add Account ContactsTool to add contacts to a specific account in Salesflare.
  • Create AccountTool to create a new account in Salesflare.
  • Create callTool to create one or more call records in Salesflare.
  • Create ContactTool to create new contacts in Salesflare.
  • Create Custom FieldCreates a new custom field for accounts, contacts, or opportunities in Salesflare.
  • Create Internal NoteTool to create an internal note in Salesflare associated with an account.
  • Create MeetingCreate a new meeting record in Salesflare.
  • Create OpportunityTool to create a new opportunity in Salesflare.
  • Create TagTool to create a new tag in Salesflare.
  • Create TaskTool to create a new task in Salesflare.
  • Create WorkflowTool to create a new workflow (email automation sequence) in Salesflare.
Update & manageChange and manage existing recordsView 13 actionsHide actions
  • Update AccountTool to update an existing account in Salesflare.
  • Update Account ContactsTool to update the contacts associated with a specific Salesflare account.
  • Update Account UsersTool to update the users associated with a specific Salesflare account.
  • Update AI SettingsTool to update AI settings for the Salesflare team.
  • Update ContactTool to update an existing contact in Salesflare.
  • Update Custom FieldUpdates an existing custom field for accounts, contacts, or opportunities in Salesflare.
  • Update Email Data SourceTool to update the settings of an email data source in Salesflare.
  • Update Internal NoteTool to update an existing internal note in Salesflare.
  • Update OpportunityTool to update an existing opportunity in Salesflare.
  • Update TagTool to update the name of an existing tag in Salesflare.
  • Update TaskTool to update an existing task in Salesflare.
  • Update WorkflowTool to update an existing workflow in Salesflare.
  • Update Workflow AudienceTool to re-enter or exit an entity from a workflow in Salesflare.
Remove & cancelRemove records or cancel supported workView 8 actionsHide actions
  • Delete AccountTool to permanently delete an account from Salesflare.
  • Delete ContactTool to delete a contact from Salesflare.
  • Delete Custom FieldTool to delete a custom field from Salesflare.
  • Delete Internal NoteTool to delete an internal note from Salesflare by its message ID.
  • Delete MeetingTool to delete a meeting from Salesflare.
  • Delete OpportunityTool to permanently delete an opportunity from Salesflare.
  • Delete TagTool to delete a tag from Salesflare.
  • Delete TaskTool to delete a task from Salesflare.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Salesflare

How does the agent connect to Salesflare?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Salesflare?
The page above lists the 63 actions currently available through the Salesflare connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Salesflare included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Salesflare is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Salesflare to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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