Salesflare

Tool to add contacts to a specific account in Salesflare. Use when you need to link existing contacts to an account.

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Tool to create a new account in Salesflare. Use when you need to add a new company or organization to your CRM. If update_if_exists is true and an account with matching domain exists, it will be updated instead of creating a duplicate.

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Tool to create one or more call records in Salesflare. Use when logging calls with contacts or accounts. Each call requires a date and participants list (can be empty for call log sync).

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Tool to create new contacts in Salesflare. Use when you need to add contact records to the system. Accepts single or multiple contacts. If creating one contact, response contains a single object; if multiple, an array is returned.

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Creates a new custom field for accounts, contacts, or opportunities in Salesflare. Use when you need to add custom data fields to track specific information.

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Tool to create an internal note in Salesflare associated with an account. Use when you need to add notes for tracking interactions or important information about an account.

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Create a new meeting record in Salesflare. Use when scheduling meetings with contacts or logging past meetings/calls. Supports both live meetings and phone calls with customizable details.

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Tool to create a new opportunity in Salesflare. Use when you need to add a sales opportunity or deal to the system. An opportunity represents a potential sale associated with an account (company).

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Tool to create a new tag in Salesflare. Use when you need to add a new tag for categorizing accounts, contacts, or opportunities.

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Tool to create a new task in Salesflare. Use when you need to add a task or to-do item to the system. Tasks help track follow-ups, calls, meetings, and other action items.

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Tool to create a new workflow (email automation sequence) in Salesflare. Use when you need to set up automated email sequences or campaigns for contacts. Only the workflow name is required; all other fields are optional for configuration.

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Tool to permanently delete an account from Salesflare. Use when you need to remove an account from the system. WARNING: This action cannot be undone and permanently removes the account.

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Tool to delete a contact from Salesflare. Use when you need to remove a contact by their unique identifier after confirming this detail.

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Tool to delete a custom field from Salesflare. Use this to permanently remove a custom field from accounts, contacts, or opportunities. The custom field and all its data will be deleted.

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Tool to delete an internal note from Salesflare by its message ID. Use when you need to permanently remove an internal note from the system.

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Tool to delete a meeting from Salesflare. Use when you need to remove a meeting from the system.

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Tool to permanently delete an opportunity from Salesflare. Use when you need to remove an opportunity from the system. WARNING: This action cannot be undone and permanently removes the opportunity.

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Tool to delete a tag from Salesflare. Use when you need to remove a tag from the system.

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Tool to delete a task from Salesflare. Use when you need to remove a task from the system.

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Get detailed information about a specific account by ID. Tool to retrieve complete account details including contact information, addresses, social profiles, tags, and custom fields. Use when you need to fetch information about a specific account in Salesflare.

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Tool to retrieve AI settings for the Salesflare team. Use when you need to check the current AI configuration for company and user profiles.

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Retrieves detailed information for a specific contact by ID. Use when you need complete contact details including personal info, tags, addresses, and account associations.

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Tool to retrieve the details of the currently authenticated user. Use when you need to get information about the current user's profile, settings, permissions, or team configuration.

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Tool to retrieve details of a specific custom field. Use when you need to fetch information about a custom field configuration for accounts, contacts, or opportunities.

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Tool to retrieve detailed information about a specific meeting by its ID. Use when you need to fetch meeting details such as subject, date, participants, notes, and other metadata.

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Get detailed information about a specific opportunity by ID. Tool to retrieve complete opportunity details including account, contacts, pipeline stage, value, dates, and other metadata. Use when you need to fetch information about a specific opportunity in Salesflare.

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Get detailed information about a specific pipeline stage by ID. Tool to retrieve complete stage details including name, order, probability, and pipeline association. Use when you need to fetch information about a specific stage in Salesflare.

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Get tag usage details including workflows, saved filters, and reports. Tool to retrieve information about where a specific tag is being used across workflows, saved filters, and reports in Salesflare. Use when you need to understand tag dependencies before deletion or to audit tag usage.

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Tool to retrieve details of a specific user by their ID. Use when you need to get information about a user's profile, settings, or permissions in Salesflare.

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Get detailed information about a specific workflow by ID. Tool to retrieve complete workflow details including steps, analytics, filters, scheduling, and status information. Use when you need to fetch information about a specific workflow in Salesflare.

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