LiveSwitch and Salesflare

How to connect LiveSwitch

LiveSwitch is a video business communication company that provides instant connectivity between customers and businesses with no downloads.

Start a workflow when this happens

Find All Contacts — Find all contacts in the system.
Find All Tags — Retrieves a list of all tags.
Find Conversations — Finds Conversations in the system.
Find Guided Instructions — Retrieves guided instructions available for conversations.
Find Projects — Finds Projects in the system.

Show 9 more triggers

Find Spark Templates — Finds Spark templates available to this organization.
New Contact — Triggers when a new contact is created.
New Conversation — Triggers when a new conversation is created.
New Document — Triggers when a new document is created.
New Recording — Triggers when a new recording is created.
Update Contact — Triggers when a contact is updated.
Update Conversation — Triggers when a conversation is updated.
Update Document — Triggers when a document is updated.
Update Recording — Triggers when a recording is updated.

Things Salesflare can make it do

Create Contact — Creates a Contact in the system.
Create Conversation — Creates a Conversation in the system. For LiveConversation and RecordingRequest types, you must specify at least Phone number or Contact ID (or both).
Create Conversation Spark — Creates a Spark run for a conversation.
Create Project — Creates a Project in the system.
Create Project Spark — Creates a Spark run for a project.

Show 15 more actions

Create Tag — Creates a new tag in the system.
Delete Spark — Deletes a queued Spark run by ID.
Find Conversation by ID — Finds a conversation in the system using its unique ID.
Find Document by ID — Finds a document in the system using its unique ID.
Find Form Submission by ID — Finds a form submission in the system using its unique ID.
Find Form by ID — Finds a form in the system using its unique ID.
Find Project by ID — Finds a project in the system using its unique ID.
Find Recording by ID — Finds a recording in the system using its unique ID.
Find or Create Contacts — Finds a contact in the system using their phone number.
Get Current User (Me) — Gets the current user information based on the access token.
Get Organization Settings — Gets the organization settings for the currently authenticated organization.
Share Spark — Creates a public share URL for an existing Spark run.
Update Contact — Updates an existing Contact in the system.
Update Project — Updates an existing Project in the system.
Update Tag — Updates an existing tag in the system.

Look up existing records

Find All Tags — Retrieves a list of all tags.
Find Contact by ID — Finds a contact in the system using their unique ID.
Find Contact by Phone — Finds a contact in the system using their phone number.
Find Conversation Sparks — Finds Spark runs for a conversation.
Find Conversations — Finds Conversations in the system.

Show 13 more searches

Find Documents by Conversation — Finds all documents for a conversation.
Find Documents by Project — Finds all documents for a project.
Find Files by Conversation — Finds all files (uploaded documents) for a conversation.
Find Files by Project — Finds all files (uploaded documents) for a project.
Find Guided Instructions — Retrieves guided instructions available for conversations.
Find Project Sparks — Finds Spark runs for a project.
Find Projects — Finds Projects in the system.
Find Recordings by Conversation — Finds all recordings for a conversation.
Find Recordings by Project — Finds all recordings for a project.
Find Snapshots by Conversation — Finds all snapshots for a conversation.
Find Snapshots by Project — Finds all snapshots for a project.
Find Spark Templates — Finds Spark templates available to this organization.
Find Spark by ID — Finds a Spark run by ID.