Connect Salesflare to UpGuard

Both apps 40Salesflare 24UpGuard 16

• Trigger
  New Account

  Triggers when a new account is created in Salesflare.

• Trigger
  New Task

  Triggers when a new task 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
  Add User to Account

  Adds a Salesflare user (team member) to an account's team.

• Action
  Create Call

  Logs a call in Salesflare with the given contacts as participants.

• Action
  Create Opportunity

  Creates an opportunity (deal) on a Salesflare account and returns its id.

• Action
  Create Task

  Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users.

• Action
  Delete contact

  Deletes a contact from Salesflare.

• Action
  Delete opportunity

  Deletes an opportunity in Salesflare.

• Action
  Delete task

  Deletes a task 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
  Remove Contact From Workflow

  Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps.

• Action
  Update Contact

  Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed.

• Action
  Update internal note

  Updates the text, mentions or date of an existing internal note on a Salesflare account.

• Action
  Update meeting

  Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed.

• Action
  Update Opportunity

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

• Action
  Update task

  Updates an existing Salesflare task's description, due date, linked account, assignees or completion status.

• Action
  Add vendor questionnaire

  Sends a security questionnaire to a monitored vendor's nominated recipients and returns the new questionnaire's id.

• Action
  Find a Data Leak

  Returns the data leak disclosures in your UpGuard account that match the specified IDs, statuses or disclosure time range.

• Action
  Find an Identity Breach

  Finds an identity breach by its ID and returns its details, including severity, exposed data classes and comments.

• Action
  Find a Vendor by Hostname

  Returns the UpGuard vendor that owns the specified hostname, including its scores, risk counts, labels, attributes and company details.

• Action
  Find a Vendor by ID

  Returns the details of a vendor by its UpGuard vendor ID, including scores, risk counts, labels and tier.

• Action
  Get organization

  Returns the UpGuard organisation linked to the connected API key, including its name, primary hostname, automated security score and category scores.

• Action
  List domains

  Returns the domains on your UpGuard account with their status, score, labels and last scan time.

• Action
  List risks

  Returns the active risks detected for your UpGuard account, with their severity, category, affected hostnames and remediation advice.

• Action
  List vendor questionnaires

  Returns the security or relationship questionnaires sent to a vendor, plus any questionnaires the vendor has shared.

• Action
  List vendor risks

  Returns the active risks detected for a monitored vendor, identified by its primary hostname, with severity, affected hostnames and remediation advice.

• Action
  List vendors

  Returns the vendors your UpGuard account monitors, with their scores, tiers and labels, optionally filtered by label.

• Action
  List vulnerabilities

  Returns the potential vulnerabilities detected on your organization's domains and IP addresses, optionally limited to websites with specific labels.

• Action
  Monitor Vendor

  Starts monitoring a vendor in UpGuard CyberRisk by vendor ID or hostname, optionally adding labels and a tier. Returns the monitored vendor.

• Action
  Stop monitoring vendor

  Stops monitoring a vendor in UpGuard, removing it from your monitored vendors list, identified by vendor ID or hostname.

• Action
  Update vendor labels

  Replaces the labels assigned to a monitored vendor. Passing an empty list removes all labels.

• Action
  Update vendor tier

  Assigns a tier to a monitored vendor, or removes its tier when the tier is 0.

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