Dalil AI and Salesflare
How to connect Dalil AI
- Via Zapier — 50 operations available. Set it up ↗
What you can automate
- When new Account in Salesflare, create Company in Dalil AI.
- When new Opportunity in Salesflare, create Opportunity in Dalil AI.
- When new Task in Salesflare, create Task in Dalil AI.
About Dalil AI
Dalil AI is your personal assistant able to capture, understand and act on all customer interactions
Dalil AI operations on Zapier
Triggers (4)
Start a workflow when this happens
- Company Event — Triggers on company create/update/delete
- Opportunity Event — Triggers on opportunity events
- Person Event — Triggers when a person is created, updated, or deleted
- Task Event — Triggers on task events
Actions (24)
Things Salesflare can make it do
- Create Company — Create a new company in Dalil-AI
- Create Note — Create a new note
- Create Note Relation — Link a note to another record
- Create Opportunity — Create a new opportunity in Dalil-AI
- Create Person — Create a new Person
Show 19 more actions
- Create Pipeline Record — Create a new record in a selected pipeline
- Create Task — Create a new task
- Create Task Relation — Link a task to another record
- Delete Company — Delete a company from Dalil-AI
- Delete Note — Delete a note
- Delete Note Relation — Delete a note relation
- Delete Opportunity — Delete an opportunity from Dalil-AI
- Delete Person — Delete a person from Dalil-AI
- Delete Pipeline Record — Delete a pipeline record
- Delete Task — Delete a task
- Delete Task Relation — Delete a task relation
- Update Company — Update an existing company in Dalil-AI
- Update Note — Update an existing note
- Update Note Relation — Update a note relation
- Update Opportunity — Update an existing opportunity in Dalil-AI
- Update Person — Update an existing Person
- Update Pipeline Record — Update an existing pipeline record
- Update Task — Update an existing task
- Update Task Relation — Update a task relation
Searches (22)
Look up existing records
- Get Company — Get a specific company from Dalil-AI
- Get Note — Retrieve a single note
- Get Note Relation — Retrieve a single note relation
- Get Opportunity — Get a specific opportunity from Dalil-AI
- Get Person — Get a specific person from Dalil-AI
Show 17 more searches
- Get Pipeline Record — Retrieve a single pipeline record
- Get Task — Retrieve a single task
- Get Task Relation — Retrieve a single task relation
- List Companies — Get a list of companies from Dalil-AI
- List Note Relations — Retrieve many note relations
- List Notes — Retrieve many notes
- List Opportunities — Get a list of opportunities from Dalil-AI
- List People — Get a list of people from Dalil-AI
- List Pipeline Records — List records from a selected pipeline
- List Task Relations — Retrieve many task relations
- List Tasks — Retrieve many tasks
- Search Company — Search for companies by name, LinkedIn, or domain
- Search Note — Search for notes by title
- Search Opportunity — Search for opportunities by name
- Search Person — Search for people by name, email, LinkedIn, or phone
- Search Pipeline — Search for records within a selected pipeline by name
- Search Task — Search for tasks by title
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