Everything Salesflare knows about your contacts, worked
It reads every contact your Salesflare account holds, drafts the changes that follow, and hands you a card for each one before a single contact moves.
Open the contact. Check it against something else. Write the change. Move to the next one. That is the Salesflare afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a contact until you approve it.
What it can do is exactly what Salesflare exposes to an account you authorise and nothing beyond it: 20 operations, 7 reads and 13 writes. In practice that means it can update an opportunity, update a contact and update an account, and work across the contacts, accounts and opportunities.
The Salesflare API stops at Salesflare. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Can it find workflow on its own?
7 of the 20 operations are reads.
Your account, not a guess at it: a companion can find a workflow, find users and find a pipeline stage, and the full list below is the whole list, with nothing inferred from Salesflare's documentation.
The contacts are what most of this inventory is about, alongside the accounts. A companion can hold all 20 of these operations and forty open tabs in the same pass, which is how an afternoon of Salesflare admin becomes a queue you review.
- Find Workflow
- Find Users
- Find Pipeline Stage
- Find Person
- Find Opportunity
- Find Contact
- Find Account
Can it change a contact without asking?
All 13 write operations wait for you.
A companion can update an opportunity, update a contact and update an account, and each one is staged on an approval card first: you see the contact, the field and the new value before it lands in Salesflare.
Nothing in Salesflare is sent, changed or deleted on your behalf without that click, and a rejected card leaves the contact exactly as it was. The gate is the same one on every surface, described at security.
- Update Opportunity
- Update Contact
- Update Account
- Remove Contact From Workflow
- Create Task
- Create Opprtunity
- Create Meeting
- Create Internal Note
- Create Contact
- Create Call
- Create Account
- Add User To Account
- Add Contact To Account
Can it update opportunity on a schedule?
Yes.
Saved as a routine, the Salesflare contacts pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The sales pipeline playbook catalogues the other recurring shapes of pipeline work, the Salesflare contacts sweep among them, and finished runs are published at real runs.
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