Salesflare

Tool to retrieve available merge fields for workflows in Salesflare. Use when you need to get the list of fields that can be inserted into workflow templates or email campaigns.

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Tool to retrieve a list of messages associated with a specific account in Salesflare. Use when you need to view communication history, emails, or notes linked to an account. Supports filtering by date range and pagination with limit parameter.

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Tool to list accounts with various filtering options including search, name, creation dates, size, domain, tags, address, and hotness level. Use when you need to retrieve multiple accounts with specific criteria or browse all accounts in Salesflare.

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Tool to list contacts with filtering options. Use when you need to retrieve, search, or filter contacts from Salesflare. Supports extensive filtering by name, email, phone, domain, dates, account, tags, position, and address fields.

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Tool to retrieve a list of supported currencies in Salesflare. Use when you need to know which currencies are available for use in accounts, opportunities, or other financial data.

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Tool to list available options for a specific custom field in Salesflare. Use when you need to retrieve the available values for select or multi-select custom fields. Supports filtering options by search string.

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Tool to list custom fields for a specified item class (accounts, contacts, or opportunities). Use when you need to retrieve available custom fields for an item type to understand what custom data can be stored or queried.

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Tool to retrieve a list of available custom field types in Salesflare. Use when you need to know which field types are supported for creating custom fields.

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Tool to list email data sources. Use when you need to retrieve all email data sources associated with the user.

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Tool to list available filter fields for a specific entity type in Salesflare. Use when you need to retrieve the available filter fields for accounts, contacts, opportunities, or other entities.

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Tool to list groups in Salesflare. Use when you need to retrieve all groups in the team.

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Tool to list contacts belonging to the current user. Use when you need to retrieve, search, or filter contacts from Salesflare. Supports extensive filtering options including by name, email, phone, date ranges, tags, and custom fields.

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Tool to list opportunities with extensive filtering options. Use when you need to retrieve opportunities filtered by pipeline, stage, dates, value, tags, owner, account, or other criteria.

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Tool to list persons (non-contact people found in communications) from Salesflare. Use when you need to retrieve or search persons by name, email, ID, or keyword.

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Tool to list pipelines in the Salesflare system with filtering and sorting options. Use when you need to retrieve available pipelines for organizing opportunities and sales processes.

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Tool to list pipeline stages in the Salesflare system with filtering and sorting options. Use when you need to retrieve available stages for organizing opportunities in pipelines.

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Tool to list tags in the Salesflare system. Use when you need to retrieve tags with optional filtering by ID, name, or search query. Supports pagination and sorting for efficient tag retrieval.

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Tool to list tasks with filtering options. Use when you need to retrieve tasks filtered by type, assignee, dates, completion status, or associated accounts.

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Tool to list users (team members) in the Salesflare team. Use when you need to retrieve team members, search for specific users, or filter users by various criteria.

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Tool to list workflows (email automation sequences) in Salesflare. Use when you need to retrieve or search for email automation workflows.

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Tool to update an existing account in Salesflare. Use when you need to modify account details such as name, contact information, address, or custom fields.

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Tool to update the contacts associated with a specific Salesflare account. Use when you need to add, modify, or remove contact associations for an account.

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Tool to update the users associated with a specific Salesflare account. Use when you need to add, modify, or remove user associations for an account.

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Tool to update AI settings for the Salesflare team. Use when you need to configure AI context information for company or user profiles.

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Tool to update an existing contact in Salesflare. Use when you need to modify contact details such as name, email, phone, tags, or custom fields.

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Updates an existing custom field for accounts, contacts, or opportunities in Salesflare. Use when you need to modify the properties or settings of a custom field.

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Tool to update the settings of an email data source in Salesflare. Use when you need to modify email sending limits, signature settings, or signature content for a specific email data source.

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Tool to update an existing internal note in Salesflare. Use when modifying the content or properties of an existing note.

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Tool to update an existing opportunity in Salesflare. Use when you need to modify opportunity details such as name, value, stage, or other attributes.

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Tool to update the name of an existing tag in Salesflare. Use when you need to rename a tag.

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