All integrations

Salesflare

BUSINESS · CRM & SUPPORT

Accounts, contacts, opportunities, and tasks with that person’s own access.

Connecting Salesflare in practice

Salesflare has exactly one credential type — a bearer API key minted in Settings, with no scopes and no OAuth flow in the published spec — so a read-only reporting agent holds the same reach over accounts, contacts, opportunities and workflows as a writing one. Default page sizes are inconsistent across collections: /accounts returns 10, /contacts and /tasks return 20, and /opportunities and /users document no default at all.

Scopes that draw scrutiny

  • Authorization: Bearer APIKEY The only credential in the spec. It is created under Settings → API keys and carries no scope list, so it reaches all 46 documented endpoints, including /settings/ai and workflow audience membership.

Rate limits

  • 429 Too Many Requests is documented as a possible response, but the published OpenAPI spec gives no request-per-interval figure to design against.

Worth knowing

  • The spec requires TLS 1.2 or higher explicitly and says older TLS and any SSL version will not work, which bites on older runtimes rather than on the API.
  • There are no webhooks in the spec, so change detection means polling /contacts with modification_after and /accounts with creation_after.
  • Pass the page size explicitly everywhere: because each collection defaults differently, code that omits limit silently reads 10 accounts and 20 contacts.
  • Sort keys are not enumerated in the spec — order_by on /tasks is documented as discoverable through "a discover mode call", so valid keys have to be read back from the API rather than from the docs.

Checked against Salesflare API reference (2026-09-29), Salesflare OpenAPI spec (2026-09-29)

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_idWRITE

Delete an account

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salesflare_delete_contacts_by_contact_idWRITE

Delete a contact

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salesflare_delete_customfields_by_itemclass_by_idWRITE

Delete a custom field

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salesflare_delete_meetings_by_meeting_idWRITE

Delete a meeting

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salesflare_delete_messages_by_message_idWRITE

Delete an internal note

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salesflare_delete_opportunities_by_idWRITE

Delete an opportunity

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salesflare_delete_tags_by_tag_idWRITE

Delete a tag

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salesflare_delete_tasks_by_idWRITE

Delete a task

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salesflare_get_accountsREAD

Request a list of accounts with optional filters and pagination

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salesflare_get_accounts_by_account_idREAD

Get account details

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salesflare_get_accounts_by_account_id_feedREAD

Get an account's feed which includes emails, messages, meetings, and other activities

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salesflare_get_accounts_by_account_id_messagesREAD

List an account's messages

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salesflare_get_campaigns_mergefieldsREAD

Note that this route is currently still under `/campaigns` but might be moved in the future.

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salesflare_get_contactsREAD

Request a list of contacts with optional filters and pagination

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salesflare_get_contacts_by_contact_idREAD

Get contact details

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salesflare_get_currenciesREAD

List supported currencies

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salesflare_get_customfields_by_itemclassREAD

List custom fields of a type

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salesflare_get_customfields_by_itemclass_by_customfieldapifield_optionsREAD

List a custom field's options

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salesflare_get_customfields_by_itemclass_by_idREAD

Get custom field details

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salesflare_get_customfields_typesREAD

List custom field types

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salesflare_get_datasources_emailREAD

List email data sources

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salesflare_get_filterfields_by_entityREAD

List filter fields for an entity

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salesflare_get_groupsREAD

List groups

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salesflare_get_groups_by_idREAD

Get a group

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salesflare_get_meREAD

Get current user's details

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salesflare_get_me_contactsREAD

List current user's contacts

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salesflare_get_meetings_by_meeting_idREAD

Get meeting details

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salesflare_get_opportunitiesREAD

Request 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

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salesflare_get_opportunities_by_idREAD

Get opportunity details

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salesflare_get_personsREAD

List persons

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salesflare_get_pipelinesREAD

Request a list of pipelines with optional filters and pagination

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salesflare_get_settings_aiREAD

Get AI Settings

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salesflare_get_stagesREAD

List stages

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salesflare_get_stages_by_stage_idREAD

Get stage details

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salesflare_get_tagsREAD

Request a list of tags with optional filters and pagination

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salesflare_get_tags_by_tag_idREAD

Get tag details

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salesflare_get_tags_by_tag_id_usageREAD

Get tag details on usage in workflows, saved filters & reports

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salesflare_get_tasksREAD

Request a list of tasks with optional filters and pagination

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salesflare_get_usersREAD

Request a list of users with optional filters and pagination

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salesflare_get_users_by_idREAD

Get user details

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salesflare_get_workflowsREAD

List workflows

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salesflare_get_workflows_by_idREAD

Get workflow details

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salesflare_post_accountsWRITE

Create an account

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salesflare_post_accounts_by_account_id_contactsWRITE

Update an account's contacts

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salesflare_post_accounts_by_account_id_usersWRITE

Update an account's users

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salesflare_post_callsWRITE

Create a call

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salesflare_post_contactsWRITE

Create 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.

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salesflare_post_customfields_by_itemclassWRITE

Create a custom field of a type

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salesflare_post_meetingsWRITE

Create a meeting

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salesflare_post_message_by_message_id_feedbackWRITE

Create an internal note

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salesflare_post_messagesWRITE

Create an internal note

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salesflare_post_messages_by_message_id_feedbackWRITE

Create an internal note

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salesflare_post_opportunitiesWRITE

Create an opportunity

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salesflare_post_tagsWRITE

Create a tag

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salesflare_post_tasksWRITE

Create a task

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salesflare_post_workflowsWRITE

Create a workflow

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salesflare_put_accounts_by_account_idWRITE

Update an account

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salesflare_put_accounts_by_account_id_contactsWRITE

Update an account's contacts

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salesflare_put_accounts_by_account_id_usersWRITE

Update an account's users

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salesflare_put_calls_by_meeting_idWRITE

Update a call

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salesflare_put_contacts_by_contact_idWRITE

Update a contact

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salesflare_put_customfields_by_itemclass_by_idWRITE

Update a custom field

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salesflare_put_datasources_email_by_idWRITE

Update an email data source

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salesflare_put_meetings_by_meeting_idWRITE

Update a meeting

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salesflare_put_messages_by_message_idWRITE

Update an internal note

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salesflare_put_opportunities_by_idWRITE

Update an opportunity

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salesflare_put_settings_aiWRITE

Update AI Settings

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salesflare_put_tags_by_tag_idWRITE

Update a tag

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salesflare_put_tasks_by_idWRITE

Update a task

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salesflare_put_workflows_by_idWRITE

Update a workflow

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salesflare_put_workflows_by_id_audience_by_record_idWRITE

Re-enter or exit an entity from a workflow

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Put Salesflare behind one governed endpoint.

Same permissions, same audit trail, whatever else you connect next.