Salesflare

Getting Started with Salesflare

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

Prerequisites

  • A Salesflare account

In order to use Salesflare with Make, 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/.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Salesflare to Make

To connect your Salesflare account to Make you have to provide an API Key.

  1. Log in to your Salesflare account.

  2. Go to Settings > API Keys.

    61f278eb0a480.gif
  3. Click on the orange "+" button in the bottom-left corner in order to create a new API Key.

    61f278edbd402.png
  4. Enter the desired name and copy the provided API Key.

    61f278ef26a11.gif
  5. Go to Make and open the Create a connection dialog of the desired Salesflare module. Enter your Salesflare API Key to the respective field.

    61f278f1cd9f1.png
  6. Establish a connection by clicking the Continue button.

Accounts

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 Make 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. Please use the YYYY-MM-DD HH:mm format.

Limit

Set the maximum number of accounts Make 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.

Email

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 Make 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 Make will return during one execution cycle.

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 Make 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.

Note

HTML formatting is allowed.

From

Select or map the user who created the campaign.

Schedule Date

Enter the date for scheduling the campaign. 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.

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 Make 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.

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 Make 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.

Email

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.

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 Make 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 Make 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.

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 the creation date or modification date.

Limit

Set the maximum number of tasks Make 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 Make 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.

Stages

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 Make 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.

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 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 Make 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.

Other

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 https://api.salesflare.com/. E.g. campaigns

For the list of available endpoints, refer to the Salesflare REST API documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

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:

61f278f2cd533.png

Matches of the search can be found in the module Output under Bundle > Body.

In our example, 7 campaigns were returned:

61f278f3f0a58.png