AI agents for Salesflare

Find accounts

Finds accounts (companies) by free-text search, name or email domain.

Find contacts

Finds contacts by free-text search, email, phone, email domain or account ID.

Find opportunities

Finds opportunities (deals) by search text, account, stage, pipeline, owner, value range, open or closed, and close dates.

List pipeline stages

Lists the stages of every pipeline, or of one pipeline by ID or name, each with id, name, order, probability and its pipeline.

Create an account

Creates an account (company) with a name, domain, website, email, phone, size, description and tags; with update_if_exists an account with the same domain is updated instead.

Create a contact

Creates a contact with a name, email, phone, job title and company (account ID), and tags.

Create an opportunity

Creates an opportunity (deal) on an account, with a name, value, stage (from list_stages), expected close date, probability, owner and main contact.

Update an opportunity

Changes an opportunity: move it to another stage, change its value or close date, or close it as won (closed and done true) or lost (closed true, done false, with a lost reason ID).

Create a task

Creates a to-do with a description and reminder date, optionally on an account and for given users (the key's user by default).

Add a note to an account

Adds an internal note to an account's timeline, optionally mentioning teammates by user ID.