Salesflare
BUSINESS · CRM & SUPPORT
Accounts, contacts, opportunities, and tasks with that person’s own access.
Acts as the person, not as itself
Each user connects their own account. Every call carries both identities — the agent and the person it is acting for — so the agent can never reach past what that individual can already do.
Credentials never touch the agent
Tokens live in the vault and attach server-side at call time. The agent holds a session, not a secret, and revoking access does not mean rotating a key.
Every call on the record
Who asked, which agent acted, which action ran, and the verdict that let it through — one audit trail across every integration, not one per vendor.
What an agent can do
Each action is granted on its own. An agent allowed to read is not thereby allowed to write, and the scope beside each row is what the acting user must have connected for it to run at all.
salesflare_delete_accounts_by_account_idWRITEDelete an account
salesflare_delete_contacts_by_contact_idWRITEDelete a contact
salesflare_delete_customfields_by_itemclass_by_idWRITEDelete a custom field
salesflare_delete_meetings_by_meeting_idWRITEDelete a meeting
salesflare_delete_messages_by_message_idWRITEDelete an internal note
salesflare_delete_opportunities_by_idWRITEDelete an opportunity
salesflare_delete_tags_by_tag_idWRITEDelete a tag
salesflare_delete_tasks_by_idWRITEDelete a task
salesflare_get_accountsREADRequest a list of accounts with optional filters and pagination
salesflare_get_accounts_by_account_idREADGet account details
salesflare_get_accounts_by_account_id_feedREADGet an account's feed which includes emails, messages, meetings, and other activities
salesflare_get_accounts_by_account_id_messagesREADList an account's messages
salesflare_get_campaigns_mergefieldsREADNote that this route is currently still under `/campaigns` but might be moved in the future.
salesflare_get_contactsREADRequest a list of contacts with optional filters and pagination
salesflare_get_contacts_by_contact_idREADGet contact details
salesflare_get_currenciesREADList supported currencies
salesflare_get_customfields_by_itemclassREADList custom fields of a type
salesflare_get_customfields_by_itemclass_by_customfieldapifield_optionsREADList a custom field's options
salesflare_get_customfields_by_itemclass_by_idREADGet custom field details
salesflare_get_customfields_typesREADList custom field types
salesflare_get_datasources_emailREADList email data sources
salesflare_get_filterfields_by_entityREADList filter fields for an entity
salesflare_get_groupsREADList groups
salesflare_get_groups_by_idREADGet a group
salesflare_get_meREADGet current user's details
salesflare_get_me_contactsREADList current user's contacts
salesflare_get_meetings_by_meeting_idREADGet meeting details
salesflare_get_opportunitiesREADRequest a list of opportunities with optional filters and pagination<br/><br/>default date filter (from/to) is on close_date<br/><br/>setting scope to user gives back all opportunities from the user
salesflare_get_opportunities_by_idREADGet opportunity details
salesflare_get_personsREADList persons
salesflare_get_pipelinesREADRequest a list of pipelines with optional filters and pagination
salesflare_get_settings_aiREADGet AI Settings
salesflare_get_stagesREADList stages
salesflare_get_stages_by_stage_idREADGet stage details
salesflare_get_tagsREADRequest a list of tags with optional filters and pagination
salesflare_get_tags_by_tag_idREADGet tag details
salesflare_get_tags_by_tag_id_usageREADGet tag details on usage in workflows, saved filters & reports
salesflare_get_tasksREADRequest a list of tasks with optional filters and pagination
salesflare_get_usersREADRequest a list of users with optional filters and pagination
salesflare_get_users_by_idREADGet user details
salesflare_get_workflowsREADList workflows
salesflare_get_workflows_by_idREADGet workflow details
salesflare_post_accountsWRITECreate an account
salesflare_post_accounts_by_account_id_contactsWRITEUpdate an account's contacts
salesflare_post_accounts_by_account_id_usersWRITEUpdate an account's users
salesflare_post_callsWRITECreate a call
salesflare_post_contactsWRITECreate a contact. When payload is an array you will get an array back, if just an object or an array with 1 item you get an object back.
salesflare_post_customfields_by_itemclassWRITECreate a custom field of a type
salesflare_post_meetingsWRITECreate a meeting
salesflare_post_message_by_message_id_feedbackWRITECreate an internal note
salesflare_post_messagesWRITECreate an internal note
salesflare_post_messages_by_message_id_feedbackWRITECreate an internal note
salesflare_post_opportunitiesWRITECreate an opportunity
salesflare_post_tagsWRITECreate a tag
salesflare_post_tasksWRITECreate a task
salesflare_post_workflowsWRITECreate a workflow
salesflare_put_accounts_by_account_idWRITEUpdate an account
salesflare_put_accounts_by_account_id_contactsWRITEUpdate an account's contacts
salesflare_put_accounts_by_account_id_usersWRITEUpdate an account's users
salesflare_put_calls_by_meeting_idWRITEUpdate a call
salesflare_put_contacts_by_contact_idWRITEUpdate a contact
salesflare_put_customfields_by_itemclass_by_idWRITEUpdate a custom field
salesflare_put_datasources_email_by_idWRITEUpdate an email data source
salesflare_put_meetings_by_meeting_idWRITEUpdate a meeting
salesflare_put_messages_by_message_idWRITEUpdate an internal note
salesflare_put_opportunities_by_idWRITEUpdate an opportunity
salesflare_put_settings_aiWRITEUpdate AI Settings
salesflare_put_tags_by_tag_idWRITEUpdate a tag
salesflare_put_tasks_by_idWRITEUpdate a task
salesflare_put_workflows_by_idWRITEUpdate a workflow
salesflare_put_workflows_by_id_audience_by_record_idWRITERe-enter or exit an entity from a workflow
Often connected alongside
Put Salesflare behind one governed endpoint.
Same permissions, same audit trail, whatever else you connect next.