Team
Shared credential for production and unattended runs.
Connect Salesflare with Hookshot™ and your stack
Salesflare is a CRM platform that helps small and medium-sized B2B businesses track and manage their sales pipelines, contacts, and customer relationships with automated data entry and smart insights.
Tools and triggers
What Agents can do in Salesflare
Available tools and events after Salesflare is connected.
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Add Account Contacts
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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Create Account
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…
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Create Call
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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Create Contact
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…
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Create Custom Field
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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Create Internal Note
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 Meeting
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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Create Opportunity
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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Create Tag
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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Create Task
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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Create Workflow
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…
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Delete Account
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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Delete Contact
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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Delete Custom Field
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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Delete Internal Note
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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Delete Meeting
Tool to delete a meeting from Salesflare. Use when you need to remove a meeting from the system.
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Delete Opportunity
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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Delete Tag
Tool to delete a tag from Salesflare. Use when you need to remove a tag from the system.
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Delete Task
Tool to delete a task from Salesflare. Use when you need to remove a task from the system.
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Get Account
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…
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Get AI Settings
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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Get Contact by ID
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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Get Current User
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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Get Custom Field Details
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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Get Meeting Details
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 Opportunity
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…
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Get Stage
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…
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Get Tag Usage
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…
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Get User
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 Workflow
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…
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Get Workflow Merge Fields
Tool to retrieve available merge fields for workflows in Salesflare. Use when you need to get the list of fields that can be inserted into workflow templates or email campaigns.
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List Account Messages
Tool to retrieve a list of messages associated with a specific account in Salesflare. Use when you need to view communication history, emails, or notes linked to an account. Supports filtering by date range and…
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List Accounts
Tool to list accounts with various filtering options including search, name, creation dates, size, domain, tags, address, and hotness level. Use when you need to retrieve multiple accounts with specific criteria or…
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List Contacts
Tool to list contacts with filtering options. Use when you need to retrieve, search, or filter contacts from Salesflare. Supports extensive filtering by name, email, phone, domain, dates, account, tags, position, and…
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List Custom Field Options
Tool to list available options for a specific custom field in Salesflare. Use when you need to retrieve the available values for select or multi-select custom fields. Supports filtering options by search string.
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List Custom Field Types
Tool to retrieve a list of available custom field types in Salesflare. Use when you need to know which field types are supported for creating custom fields.
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List Custom Fields
Tool to list custom fields for a specified item class (accounts, contacts, or opportunities). Use when you need to retrieve available custom fields for an item type to understand what custom data can be stored or…
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List Email Data Sources
Tool to list email data sources. Use when you need to retrieve all email data sources associated with the user.
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List Filter Fields
Tool to list available filter fields for a specific entity type in Salesflare. Use when you need to retrieve the available filter fields for accounts, contacts, opportunities, or other entities.
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List Groups
Tool to list groups in Salesflare. Use when you need to retrieve all groups in the team.
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List My Contacts
Tool to list contacts belonging to the current user. Use when you need to retrieve, search, or filter contacts from Salesflare. Supports extensive filtering options including by name, email, phone, date ranges, tags…
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List Opportunities
Tool to list opportunities with extensive filtering options. Use when you need to retrieve opportunities filtered by pipeline, stage, dates, value, tags, owner, account, or other criteria.
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List Persons
Tool to list persons (non-contact people found in communications) from Salesflare. Use when you need to retrieve or search persons by name, email, ID, or keyword.
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List Pipelines
Tool to list pipelines in the Salesflare system with filtering and sorting options. Use when you need to retrieve available pipelines for organizing opportunities and sales processes.
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List Stages
Tool to list pipeline stages in the Salesflare system with filtering and sorting options. Use when you need to retrieve available stages for organizing opportunities in pipelines.
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List Supported Currencies
Tool to retrieve a list of supported currencies in Salesflare. Use when you need to know which currencies are available for use in accounts, opportunities, or other financial data.
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List Tags
Tool to list tags in the Salesflare system. Use when you need to retrieve tags with optional filtering by ID, name, or search query. Supports pagination and sorting for efficient tag retrieval.
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List Tasks
Tool to list tasks with filtering options. Use when you need to retrieve tasks filtered by type, assignee, dates, completion status, or associated accounts.
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List Users
Tool to list users (team members) in the Salesflare team. Use when you need to retrieve team members, search for specific users, or filter users by various criteria.
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List Workflows
Tool to list workflows (email automation sequences) in Salesflare. Use when you need to retrieve or search for email automation workflows.
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Update Account
Tool to update an existing account in Salesflare. Use when you need to modify account details such as name, contact information, address, or custom fields.
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Update Account Contacts
Tool to update the contacts associated with a specific Salesflare account. Use when you need to add, modify, or remove contact associations for an account.
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Update Account Users
Tool to update the users associated with a specific Salesflare account. Use when you need to add, modify, or remove user associations for an account.
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Update AI Settings
Tool to update AI settings for the Salesflare team. Use when you need to configure AI context information for company or user profiles.
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Update Contact
Tool to update an existing contact in Salesflare. Use when you need to modify contact details such as name, email, phone, tags, or custom fields.
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Update Custom Field
Updates an existing custom field for accounts, contacts, or opportunities in Salesflare. Use when you need to modify the properties or settings of a custom field.
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Update Email Data Source
Tool to update the settings of an email data source in Salesflare. Use when you need to modify email sending limits, signature settings, or signature content for a specific email data source.
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Update Internal Note
Tool to update an existing internal note in Salesflare. Use when modifying the content or properties of an existing note.
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Update Opportunity
Tool to update an existing opportunity in Salesflare. Use when you need to modify opportunity details such as name, value, stage, or other attributes.
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Update Tag
Tool to update the name of an existing tag in Salesflare. Use when you need to rename a tag.
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Update Task
Tool to update an existing task in Salesflare. Use when you need to modify task details such as description, completion status, assignees, or reminder date.
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Update Workflow
Tool to update an existing workflow in Salesflare. Use when you need to modify workflow details such as name, status, steps, filters, or scheduling.
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Update Workflow Audience
Tool to re-enter or exit an entity from a workflow in Salesflare. Use when you need to manage an entity's participation in a specific workflow, such as removing a contact from an automated email sequence or re-adding…
Setup
Connect Salesflare in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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