Connect Salesflare to Federal Reserve Market Data

Both apps 25Salesflare 12Federal Reserve Market Data 13

• Trigger
  New Account

  Triggers when a new account is created in Salesflare.

• Action
  Add Contact to Account

  Links an existing contact to a Salesflare account.

• Action
  Add tag

  Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities.

• Action
  Delete opportunity

  Deletes an opportunity in Salesflare.

• Action
  Find Account

  Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts.

• Action
  Find Contact

  Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters.

• Action
  Find Person

  Finds Salesflare persons by name, email, ID or free-text search and returns the matches.

• Action
  Find User

  Finds Salesflare users by name, email, id or free-text search.

• Action
  Find Workflow

  Finds workflows in Salesflare whose name matches the search text.

• Action
  Get opportunity

  Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields.

• Action
  List tags

  Returns the tags in your Salesflare account, optionally filtered by name or ID.

• Action
  Update Opportunity

  Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date.

• Action
  Find agency MBS operations

  Finds agency mortgage-backed securities (AMBS) operation results from the New York Fed, filtered by operation type, date range, security method, CUSIP or security description.

• Action
  Find FX swap operations

  Returns Federal Reserve central bank liquidity swap operations matching a date range and optional counterparties.

• Action
  Find reference rates by date range

  Returns the New York Fed's secured and unsecured reference rates (SOFR, EFFR, OBFR, TGCR, BGCR) or volumes published between two dates.

• Action
  Find securities lending operations

  Searches Federal Reserve securities lending operation results and extensions by date range, CUSIP or security description.

• Action
  Find Treasury securities operations

  Searches the New York Fed's Treasury securities purchase and sale operations by date range, security type, CUSIP or description.

• Action
  Get agency holdings by as of date

  Returns the Federal Reserve's SOMA agency securities holdings (agency debt, MBS and CMBS) as of a given weekly date.

• Action
  Get primary dealer market share

  Returns the latest primary dealer market share statistics, either for the most recent quarter or year-to-date, broken down by security type and dealer quintile.

• Action
  Get primary dealer survey by time series

  Returns Primary Dealer Statistics survey values for one or more time series across all series breaks.

• Action
  Get SOMA holdings summary

  Returns the System Open Market Account (SOMA) holdings totals by security type (bills, notes and bonds, TIPS, FRNs, MBS, CMBS, agencies) for each as-of date.

• Action
  Get Treasury holdings by as of date

  Returns the Treasury securities held in the Fed's System Open Market Account (SOMA) on a given as-of date, with CUSIP, maturity, par value and security type for each.

• Action
  List latest rates by type

  Returns the most recently published secured or unsecured reference rates from the New York Fed.

• Action
  List reference rates

  Returns the most recently published secured and unsecured reference rates (SOFR, BGCR, TGCR, EFFR, OBFR and the SOFR averages and index).

• Action
  List SOMA as of dates

  Returns the list of all as-of dates for which System Open Market Account (SOMA) holdings data is available.

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