Connect Salesflare to Leexi

Both apps 32Salesflare 12Leexi 20

• 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
  Add meeting event

  Create a meeting event (schedule a meeting to be recorded).

• Action
  Add team

  Create a team in your Leexi workspace.

• Action
  Add user

  Creates a user in your Leexi workspace. Requires the write_users permission scope on the API key.

• Action
  Delete meeting event

  Deletes a Leexi meeting event. Requires the write_meeting_events permission scope on the API key.

• Action
  Delete team

  Delete a team of the workspace.

• Action
  Delete user

  Deactivates a Leexi user. Leexi never permanently deletes users: their calls and history are kept, sessions are revoked and they stop consuming a license. Deactivating an already inactive user still succeeds.

• Action
  Get call

  Get a single Leexi call or meeting, including its topics, AI summary prompts, tasks and transcript.

• Action
  Get call note

  Retrieve a single call note.

• Action
  Get meeting event

  Retrieve a single meeting event.

• Action
  Get team

  Retrieve a single team of the workspace.

• Action
  Get user

  Retrieve a single user of the workspace.

• Action
  Launch meeting assistant

  Sends the Leexi meeting assistant (bot) into a meeting event, or stops the bot that is already running.

• Action
  List call notes

  List call notes for a given call.

• Action
  List calls

  List the calls and meetings the API key can access, newest first by default, with optional filters on date, source, owner, participants, conversation type and customer contact.

• Action
  List teams

  List all teams in your Leexi workspace.

• Action
  List users

  List all users in your Leexi workspace.

• Action
  Request presigned recording upload URL

  Requests a presigned URL for uploading a call recording before creating the call with Add call. Requires the write_calls permission scope on the API key.

• Action
  Update call note

  Updates the translated text of a call note for one language. The original note text is not modified. Requires the write_calls permission on the API key.

• Action
  Update team

  Update the name or active status of a team in your Leexi workspace. Only the values you fill in are changed.

• Action
  Update user

  Updates a Leexi user. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.