What do you want to automate
with Salesflare and Plain?
Prompt, edit and deploy AI agents that connect to Salesflare, Plain and 3,000+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Salesflare with Plain#
Popular Salesflare and Plain Triggers#
Emit new event when a thread assignment is transitioned.
Emit new events when new accounts are created. See the docs
Emit new events when new contacts are created. See the docs
Emit new events when new opportunities are created. See the docs
Emit new events when new workflows are created. See the docs
Popular Salesflare and Plain Actions#
Finds accounts according to props configured, if no prop configured returns all accounts, See the docs
Finds contacts according to props configured, if no prop configured returns all contacts See the docs here
Finds opportunities according to props configured, if no prop configured returns all opportunities See the docs here
Finds people according to props configured, if no prop configured returns all people See the docs here
Finds pipeline stages according to props configured, if no prop configured returns all stages See the docs here
Finds users according to props configured, if no prop configured returns all users See the docs here
Creates or updates customer with customer details. See the documentation
Finds workflows according to props configured, if no prop configured returns all workflows, See the docs here
Remove a contact from a workflow See the docs here
Overview of Salesflare#
The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.
Connect Salesflare#
import { axios } from "@pipedream/platform" export default defineComponent({ props: { salesflare: { type: "app", app: "salesflare", } }, async run({steps, $}) { return await axios($, { url: `https://api.salesflare.com/me`, headers: { Authorization: `Bearer ${this.salesflare.$auth.api_key}`, }, }) }, }) Overview of Plain#
The Plain API provides functionality for automating customer support tasks, such as managing conversations, customers, and team inboxes. Within Pipedream, you can leverage these features to create custom workflows that respond to events from your app or external services, triggering actions in Plain. By integrating the Plain API with Pipedream, you can enhance customer support efficiency, streamline communication, and keep customer data synchronized across platforms.
Connect Plain#
import { axios } from "@pipedream/platform" export default defineComponent({ props: { plain: { type: "app", app: "plain", } }, async run({steps, $}) { const data = { "query": `query Workspace { workspace(workspaceId: "${this.plain.$auth.workspace_id}") { id publicName } }`, } return await axios($, { method: "post", url: `https://core-api.uk.plain.com/graphql/v1`, headers: { Authorization: `Bearer ${this.plain.$auth.api_key}`, "Content-Type": `application/json`, }, data, }) }, }) Trusted by 1,000,000+ developers from startups to Fortune 500 companies