Salesflare

Getting Started with Salesflare

Salesflare modules allow you to monitor, search, create, or delete accounts, campaigns, contacts, opportunities, tasks, and other in Salesflare account.

Prerequisites

• A Salesflare account

In order to use Salesflare with Integromat, it is necessary to have a Salesflare account. If you do not have one, you can create a Salesflare account at app.salesflare.com/#/signup/.

Connecting Salesflare to Integromat

To connect your Salesflare account to Integromat you have to provide the API Key.

1. Log in to your Salesflare account.

2. Go to Settings > API Keys.

3. Click on the orange "+" button in the bottom-left corner in order to create a new API Key.

4. Enter the desired name and copy the provided API Key.

5. Go to Integromat and open the Create a connection dialog of the desired Salesflare module. Enter your Salesflare API Key to the respective field.

6. Establish a connection by clicking the Continue button.

Account

Watch Account

Triggers when a new account is added.

Connection	Establish a connection to your Salesflare account.
Select Type of Date Sorting	Select whether you want to sort the response by creation date or modification date.
Limit	Set the maximum number of results Integromat will return during one execution cycle.

Find Accounts

Retrieves account details based on the specified filter.

Connection	Establish a connection to your Salesflare account.
Account ID	Select accounts you want to retrieve information about.
Name	Select or enter a name of the account you want to retrieve information about.
Details	If this option is enabled, more detailed account information will be returned.
Domain	Enter the domain you want to filter the accounts by.
Tag	Filter the results by tags.
Address	Enter the address details you want to filter the accounts by.
Creation	Filter accounts by creation date. Set Creation After and/or Creation before dates. Please use the YYYY-MM-DD HH:mm format.
Limit	Set the maximum number of accounts Integromat will return during one execution cycle.

Create Account

Creates a new account.

Connection	Establish a connection to your Salesflare account.
Name	Enter a name for the new account
Website	Enter new account's website.
Description	Enter a description of the account.
Email	Add account's email addresses.
Tags	Add a tag to the account.
Phone Number	Add account's phone numbers.
Addresses	Add account's address details.
Size	Enter the size of the account. Only numbers are allowed.
Picture URL	Enter the image URL that will be used as a profile picture.
Limit	Set the maximum number of accounts Integromat will return during one execution cycle.

Add Contact to Account

Adds selected contact to the account.

Connection	Establish a connection to your Salesflare account.
Account ID	Select or map the account you want to add a contact to.
Contact ID	Select or map the contact you want to add to the account.

Add User to Account

Adds selected user to the account.

Connection	Establish a connection to your Salesflare account.
Account ID	Select or map the account you want to add a contact to.
Contact ID	Select or map the Salesflare user you want to add to the account.

Get Account

Retrieves selected account details.

Connection	Establish a connection to your Salesflare account.
Account ID	Select or map the account you want to retrieve information about.

Delete Account

Deletes selected account.

Connection	Establish a connection to your Salesflare account.
Account ID	Select or map the account you want to delete.

Find Internal Note

Retrieves internal note details.

Connection	Establish a connection to your Salesflare account.
Account ID	Select or map the account you want to retrieve internal notes from.
After	Enter start date the notes should be retrieved from. List of supported date formats.
Before	Enter end date the notes should be retrieved to. List of supported date formats.
Limit	Set the maximum number of notes Integromat will return during one execution cycle.

Campaign

Find Campaigns

Retrieves a list of campaigns with details.

Connection	Establish a connection to your Salesflare account.
Name	Enter the exact name of the campaign you want to retrieve. All campaigns will be returned if the field is left empty.
Type	Select whether you want to retrieve Manual or Automatic campaigns. Or both by leaving the field empty.
Status	Select the status of the campaign to filter the results by.
Limit	Set the maximum number of campaigns Integromat will return during one execution cycle.

Create Campaign

Creates a new campaign.

Connection	Establish a connection to your Salesflare account.
Campaign Name	Enter the name for the new campaign.
Audience	Select contacts you want to send the campaign to OR create a new contact. Find a field descriptions in the Create Contact section.
Type	Select whether you want to create a manual or an automatic campaign.
Status	Select the status of the new campaign.
Subject	Enter the campaign's subject.
Body	Enter the campaign body content. HTML formatting is allowed.
From	Select or map the user who created the campaign.
Schedule Date	Enter the date for scheduling the campaign. The list of supported date formats.
Attachments	Add an email attachment from the URL if needed.

Get Campaign

Retrieves information about the desired campaign.

Connection	Establish a connection to your Salesflare account.
Campaign ID	Map or select the campaign ID you want to retrieve details about.

Contact

Watch Contacts

Triggers when a new contact is added.

Connection	Establish a connection to your Salesflare account.
Select Type of Date Sorting	Select whether you want to sort the response by creation date or modification date.
Limit	Set the maximum number of contacts Integromat will return during one execution cycle.

Find Contacts

Retrieves a list of contacts.

Connection	Establish a connection to your Salesflare account.
Contact ID	Select or map the contacts you want to retrieve information about.
Name	Enter or select the name of the contact you want to filter results by.
Email	Enter or select the email of the contact you want to filter results by.
Phone Number	Enter or select the phone number of the contact you want to filter results by.
Account ID	Select or map the account of the contact you want to filter results by.
Tag	Enter or select the tag you want to filter results by.
Limit	Set the maximum number of contacts Integromat will return during one execution cycle.

Create Contact

Creates a new contact.

Connection	Establish a connection to your Salesflare account.
First Name	Enter contact's first name.
Last Name	Enter contact's last name.
Email	Enter contact's email address.
Picture URL	Enter a URL of the image that will be used as a profile picture.
Phone Numbers	Add phone numbers of the contact.
Skype IDs	Enter contact's Skype ID.
Addresses	Add contact's address details.
Positions	Add an organization and the role of the contact.
Tags	Add a tag to the new contact.

Get Contact

Retrieves contact details about desired contact.

Connection	Establish a connection to your Salesflare account.
Contact ID	Map or select the Contact ID you want to retrieve details about.

Delete Contact

Deletes selected contact.

Connection	Establish a connection to your Salesflare account.
Contact ID	Map or select the Contact ID you want to delete.

Opportunity

Watch Opportunities

Triggers when a new opportunity is created.

Connection	Establish a connection to your Salesflare account.
Select Type of Date Sorting	Select whether you want to sort the response by a creation date or modification date.
Limit	Set the maximum number of opportunities Integromat will return during one execution cycle.

Find Opportunities

Retrieves a list of opportunities.

Connection	Establish a connection to your Salesflare account.
Opportunity ID	Select or map opportunities you want to retrieve information about.
Name	Enter or select the name of the opportunity you want to filter results by.
Account ID	Select or map the account of the opportunity you want to filter results by.
Limit	Set the maximum number of opportunities Integromat will return during one execution cycle.

Create Opportunity

Creates an opportunity.

Connection	Establish a connection to your Salesflare account.
Account ID	Select the account you want to create an opportunity for.
Stage	Select the stage where is the new opportunity in.
Assignee	Select or map the user assigned to this opportunity.
Owner	Select or map the owner of the new opportunity.
Close date	Set the expected close date in the YYYY-MM-DD format.
Opportunity Name	Enter the opportunity name.
Value	Enter the opportunity value in USD.
Tags	Add tags for the new opportunity.

Get Opportunity

Retrieves opportunity details.

Connection	Establish a connection to your Salesflare account.
Opportunity ID	Map or select the opportunity you want to retrieve details about.

Delete Opportunity

Deletes an opportunity.

Connection	Establish a connection to your Salesflare account.
Opportunity ID	Map or select the opportunity you want to delete.

Tasks

Watch Tasks

Triggers when a new task is created.

Connection	Establish a connection to your Salesflare account.
Select Type of Date Sorting	Select whether you want to sort the response by a creation date or modification date.
Limit	Set the maximum number of tasks Integromat will return during one execution cycle.

Create Task

Creates a new task.

Connection	Establish a connection to your Salesflare account.
Description	Enter the description of the new task.
Reminder Date	Enter the date in the YYYY-MM-DD HH:mm format.
Account ID	Select or map the account you want to create the task for.
Assignees	Select or map the team member you want to assign to this task.

Find Tasks

Retrieves a list of tasks based on filter settings.

Connection	Establish a connection to your Salesflare account.
Task ID	Select or map the tasks you want to retrieve information about.
Assignees	Enter or select the name of the assignee you want to filter results by.
Reminder After	Enter the date the tasks should be retrieved from. List of supported date formats.
Reminder Before	Enter a date the tasks should be retrieved to. List of supported date formats.
Account IDs	Select or map the account of the task you want to filter results by.
Show Only Completed Tasks	If this option is enabled only completed tasks will be returned.
Show Only Today Tasks	If this option is enabled only tasks whose reminder date is set to today will be returned.
Show Only Upcoming Tasks	If this option is enabled only future tasks will be returned
Limit	Set the maximum number of tasks Integromat will return during one execution cycle.

Delete Task

Deletes a task.

Connection	Establish a connection to your Salesflare account.
Task ID	Map or select the task you want to delete.

Stage

Find Stage

Retrieves a list of stages in the pipeline based on filter settings.

Connection	Establish a connection to your Salesflare account.
Stage ID	Select or map the stage you want to filter the results by.
Pipeline Name	Map or select the pipeline of the stages you want to retrieve.
Stage Name	Enter the name of the stage to filter results by.
Limit	Set the maximum number of stages Integromat will return during one execution cycle.

Get Stage

Retrieves stage details.

Connection	Establish a connection to your Salesflare account.
Stage ID	Select or map the stage you want to retrieve information about.

Person

Find Persons

Retrieves a list of persons based on filter settings.

Connection	Establish a connection to your Salesflare account.
Person ID	Select or map the person you want to filter the results by.
Name	Enter the name you of the person you want to filter the results by.
Email	Enter the person's email address to filter results by.
Limit	Set the maximum number of persons Integromat will return during one execution cycle.

Get Person

Retrieves information about the person.

Connection	Establish a connection to your Salesflare account.
Person ID	Select or map the person you want to retrieve information about.

Other

Create Meeting

Creates a new meeting.

Connection	Establish a connection to your Salesflare account.
Start Date	Enter the start date and time in the YYYY-MM-DD HH:mm format.
End Date	Enter the end date and time in the YYYY-MM-DD HH:mm format.
Subject	Enter the subject of the meeting.
Participants	Add meeting participants.
Description	Enter a description of the meeting.
Notes	Enter notes for the meeting.

Create Call

Creates a new call.

Connection	Establish a connection to your Salesflare account.
Start Date	Enter the start date and time in the YYYY-MM-DD HH:mm format.
End Date	Enter the end date and time in the YYYY-MM-DD HH:mm format.
Subject	Enter the subject of the call.
Participants	Add call participants.
Description	Enter a description of the call.
Notes	Enter notes for the call.

Create Internal Note

Creates an internal note.

Connection	Establish a connection to your Salesflare account.
Account ID	Enter the account you want to create an internal note for.
Body	Enter the text content of the note.
Note Date	Enter the date and time in the YYYY-MM-DD HH:mm format.