What to Ask Leina to Do with Salesflare
Copy a prompt, add your details, and send it to Leina in your connected team chat.
List opportunities and inspect a selected record.
List Salesflare opportunities with [filters], then get opportunity [ID] and summarize returned sales context.
Apply supported fields to a known contact.
Update Salesflare contact_id [contact ID] with [supported field values].
Get Started with Salesflare
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Connect Your Account
Connect using your Salesflare API Key.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Salesflare Capabilities
Salesflare exposes accounts, contacts, opportunities, and tasks for an AI assistant to inspect and maintain customer records.
- Review sales opportunities
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List opportunities and inspect a selected record.
- List Opportunities
- Get Opportunity
- Update a CRM contact
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Apply supported fields to a known contact.
- Update Contact
View All 16 Actions
- Get Current User
- List Accounts
- Create Account
- Get Account
- Update Account
- List Contacts
- Create Contact
- Get Contact
- Update Contact
- List Opportunities
- Get Opportunity
- Create Opportunity
- Update Opportunity
- List Tasks
- Create Task
- Update Task
Frequently Asked Questions
Can I search contacts?
list_contacts supports search, pagination, and filters.
Can I create a task?
create_task accepts supported task fields for a new CRM task.
Can I send an email here?
The current action set manages CRM records and does not expose email sending.
Your AI employee for Salesflare
Tell Leina what you need in your team chat. Include the source, destination, and expected result.