The Salesflare modules allow you to monitor, search, create, or delete accounts, campaigns, contacts, opportunities, tasks, and other elements in your Salesflare account.
Prerequisites
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/.
To connect your Salesflare account to Integromat you have to provide an 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.
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. |
Retrieves account details based on the specified filters.
Connection | Establish a connection to your Salesflare account. |
Account ID | Select the accounts you want to retrieve information about. |
Name | Select or enter the 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. |
Limit | Set the maximum number of accounts Integromat will return during one execution cycle. |
Creates a new account.
Connection | Establish a connection to your Salesflare account. |
Name | Enter a name for the new account |
Website | Enter the new account's website. |
Description | Enter the description of the account. |
Add the account's email addresses. | |
Tags |
Add a tag to the account. |
Phone Number | Add the account's phone numbers. |
Addresses | Add the 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. |
Adds a 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. |
Adds a 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. |
Retrieves a selected account's details.
Connection | Establish a connection to your Salesflare account. |
Account ID | Select or map the account you want to retrieve information about. |
Deletes a selected account.
Connection | Establish a connection to your Salesflare account. |
Account ID | Select or map the account you want to delete. |
Retrieves an internal note's 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 the start date the notes should be retrieved from. List of supported date formats. |
Before | Enter the 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. |
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. |
Creates a new campaign.
Connection | Establish a connection to your Salesflare account. |
Campaign Name | Enter the name for the new campaign. |
Audience | Select the contacts you want to send the campaign to OR create a new contact. Find the descriptions of the fields 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's content.
HTML formatting is allowed.
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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. |
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. |
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. |
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. |
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. |
Creates a new contact.
Connection | Establish a connection to your Salesflare account. |
First Name | Enter the contact's first name. |
Last Name |
Enter the contact's last name. |
Enter the contact's email address. | |
Picture URL | Enter the URL of the image that will be used as a profile picture. |
Phone Numbers | Add the phone numbers of the contact. |
Skype IDs |
Enter the contact's Skype ID. |
Addresses | Add the contact's address details. |
Positions | Add an organization and the role of the contact. |
Tags | Add a tag to the new contact. |
Retrieves contact details about the desired contact.
Connection | Establish a connection to your Salesflare account. |
Contact ID | Map or select the Contact ID you want to retrieve details about. |
Deletes a selected contact.
Connection | Establish a connection to your Salesflare account. |
Contact ID | Map or select the Contact ID you want to delete. |
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. |
Retrieves a list of opportunities.
Connection | Establish a connection to your Salesflare account. |
Opportunity ID | Select or map the 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. |
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 that the new opportunity is 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. |
Retrieves an opportunity's details.
Connection | Establish a connection to your Salesflare account. |
Opportunity ID | Map or select the opportunity you want to retrieve details about. |
Deletes an opportunity.
Connection | Establish a connection to your Salesflare account. |
Opportunity ID | Map or select the opportunity you want to delete. |
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 the creation date or modification date. |
Limit | Set the maximum number of tasks Integromat will return during one execution cycle. |
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. |
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 the date the tasks should be retrieved up 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. |
Deletes a task.
Connection | Establish a connection to your Salesflare account. |
Task ID | Map or select the task you want to delete. |
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. |
Retrieves stage details.
Connection | Establish a connection to your Salesflare account. |
Stage ID |
Select or map the stage you want to retrieve information about. |
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 of the person you want to filter the results by. |
Enter the person's email address to filter results by. | |
Limit | Set the maximum number of persons Integromat will return during one execution cycle. |
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. |
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. |
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. |
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. |
Allows you to perform a custom API call.
Connection | Establish a connection to your Salesflare account. |
URL |
Enter a path relative to For the list of available endpoints, refer to the Salesflare REST API documentation.
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Method |
Select the HTTP method you want to use: GET POST PUT PATCH DELETE |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |
The following API call returns all campaigns:
Matches of the search can be found in the module Output under Bundle > Body.
In our example, 7 campaigns were returned: