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Switchboard Platform and Salesflare

Communication oneswitchboard.com ↗

How to connect Switchboard Platform

What you can automate

  • When new Form Response in Switchboard Platform, find or create contact in Salesflare.

About Switchboard Platform

Switchboard Platform is a tool to segment audiences and communicate directly with your organization's supporters.

Switchboard Platform operations on Zapier

Triggers (4)

Start a workflow when this happens

  • New Broadcast Event — Triggers on broadcast events (created, status changed, schedule changed, or error). Use the Event Type output field to branch on which occurred.
  • New Contribution — Triggers when a new contribution (donation) succeeds in Switchboard.
  • New Form Response — Triggers when a new form response (submission) is received. Optionally scope to a single form.
  • New Inbound Message — Triggers when a supporter sends an inbound text message (reply) to your organization.

Actions (58)

Things Salesflare can make it do

  • Archive Form — Archive an unpublished or closed form.
  • Archive Phone List — Archive a phone list, hiding it from the active lists view.
  • Archive Shortlink Domain — Archive a shortlink domain.
  • Bulk Update Phone Labels — Apply add/remove label operations to many phones at once from a staged CSV. Stage the CSV with the Stage File Upload action first, then pass the Upload ID here. This runs asynchronously; poll the returned Job ID with the Find Job search to check completion.
  • Cancel Recurring Contribution — Cancel a recurring contribution so no further charges occur. This cannot be undone.
Show 53 more actions
  • Close Form — Close a form to new submissions. The form stays visible but shows its closed message.
  • Convert Saved Search to List — Convert a saved search into a phone list or email list. Creates an async job.
  • Create Broadcast — Create a new broadcast for sending text messages to your phones.
  • Create Email — Add a single email contact to your Switchboard account.
  • Create Email List — Import an email list from a publicly accessible CSV file.
  • Create Form — Create a form as a draft. Provide the basic settings here; for full field/layout control, pass a Draft Schema JSON object.
  • Create Form CSS Template — Create a reusable CSS template for styling forms.
  • Create Label — Create a new label for organizing contacts.
  • Create Phone — Add a single phone contact to your Switchboard account.
  • Create Phone List — Upload a phone list from a publicly accessible CSV file.
  • Create Saved Search — Create a saved search to dynamically target contacts by filter criteria.
  • Duplicate Form — Create a draft copy of an existing form with a new ID.
  • Duplicate Form CSS Template — Create a copy of an existing form CSS template.
  • Export Broadcast Messages — Start an export of the phone messages sent in a specific broadcast. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Broadcasts — Start an export of all broadcasts your organization has created. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Email Blast Messages — Start an export of the email messages sent in a specific email blast. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Email Blasts — Start an export of all email blasts your organization has created. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Email List — Start an export of the emails in a specific email list. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Emails — Start an export of all email contacts your organization has created. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Inbox — Start an export of inbox conversations (incoming text replies). Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Opt Outs — Start an export of opted-out phone numbers. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Phone List — Start an export of the phones in a specific phone list. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Phones — Start an export of all phone contacts your organization has created. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Saved Search — Start an export of the phones and emails matching a saved search. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Export Unsubscribes — Start an export of unsubscribed email addresses. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
  • Pause Broadcast — Pause a broadcast that is currently sending.
  • Publish Form — Publish a form’s draft schema so it goes live.
  • Refresh Saved Search — Re-evaluate a saved search to update its results.
  • Resume Broadcast — Resume a broadcast that is currently paused.
  • Schedule Broadcast — Schedule a broadcast to be sent at a future time.
  • Send Broadcast — Send an existing draft broadcast immediately.
  • Send Broadcast Sample — Send sample messages of a broadcast to one or more phone numbers to test how the message renders before sending it for real.
  • Send Phone Message — Send a one-off message to a phone number that already exists in your organization. (Beta)
  • Set Broadcast Pause Threshold — Configure a broadcast to automatically pause after a given number of messages have been sent.
  • Set Primary Shortlink Domain — Set a shortlink domain as your organization’s primary domain.
  • Stage File Upload — Upload a CSV file to Switchboard and return an Upload ID. Use this before Bulk Update Phone Labels: stage the CSV here, then pass the returned Upload ID to that action.
  • Unarchive Phone List — Restore a previously archived phone list to the active lists view.
  • Unarchive Shortlink Domain — Restore a previously archived shortlink domain.
  • Unpublish Form — Remove a form’s published schema so it is no longer live.
  • Unschedule Broadcast — Cancel a previously scheduled broadcast, returning it to draft status.
  • Update Broadcast — Update an existing broadcast. Only the fields you provide are changed; omitted fields are left as-is. Which fields can be edited depends on the broadcast status (draft, scheduled, paused).
  • Update Email Labels — Add or remove labels from an email contact.
  • Update Email List Labels — Add or remove labels from all contacts in an email list.
  • Update Form — Update a form. Note: form_type, slug, and layout cannot be changed. Providing a Draft Schema replaces the entire editable schema.
  • Update Form CSS Template — Update a form CSS template’s name or CSS. Only provided fields are changed.
  • Update Label — Rename an existing label.
  • Update Messaging Client — Enable or disable sticky sender on a messaging client (10DLC clients only).
  • Update Phone Labels — Add or remove labels from a phone contact.
  • Update Phone List — Update a phone list’s name, description, or acquisition cost. Only the fields you provide are changed.
  • Update Phone List Labels — Add or remove labels from all contacts in a phone list.
  • Update Recurring Contribution — Modify a recurring contribution. The API only allows reductions: a lower amount, or a less-frequent schedule. Changes take effect immediately, including the next scheduled charge.
  • Update Saved Search — Update an existing saved search. Only the fields you provide are changed. Leave the filters blank to rename or re-describe without touching the criteria; set an Include Filter to replace the criteria.
  • Upload Media — Upload a media file for use in MMS broadcasts.

Searches (34)

Look up existing records

  • Find Broadcast — Find a broadcast by ID or search by filter.
  • Find Broadcast Phone Messages — List individual phone messages for a specific broadcast, showing recipient, delivery status, and timestamps.
  • Find Canned Response — Find a canned (pre-written) response by ID, or search by filter.
  • Find Contribution — Find a contribution (donation) by ID, or search by filter.
  • Find Contribution Dispute — Find a contribution dispute (chargeback) by ID, or search by filter.
Show 29 more searches
  • Find Contribution Payout — Find a contributions payout by ID, or search by filter.
  • Find Email — Search for email contacts by filter.
  • Find Email Blast — Find an email blast by ID or search by filter.
  • Find Email Blast Messages — List individual email messages for a specific email blast, showing recipient, delivery status, and timestamps.
  • Find Email List — Find an email list by ID or search by filter.
  • Find Email Sender — Find an email sender identity by ID, or search by filter.
  • Find Form — Find a form by ID, or search by filter.
  • Find Form CSS Template — Find a form CSS template by ID, or list templates.
  • Find Form Performance — Retrieve performance metrics for a form: views, responses, emails/phones collected, and attributed donations.
  • Find Form Response — Find a form response (submission) by ID, or search by filter.
  • Find Invoice — Find an invoice by ID, or search by filter.
  • Find Job — Find an asynchronous job by ID, or list recent jobs. Jobs track exports and other async operations.
  • Find Keyword — Find an automated-reply keyword by ID, or list keywords.
  • Find Label — Find a label by ID or search by filter.
  • Find Media — Find uploaded media by ID or search by filter.
  • Find Messaging Client — Find a messaging client by ID, or search by filter.
  • Find NGPVAN Keys — List the NGPVAN / EveryAction database connections configured for your organization.
  • Find Organization — Find an organization you have access to by ID, or search by filter.
  • Find Payment Method — Find a saved payment method by ID, or list saved payment methods.
  • Find Payout Transactions — List the transaction-level contributions, refunds, and fees that make up a specific payout (for reconciliation).
  • Find Phone — Find a phone contact by number or search by filter.
  • Find Phone List — Find a phone list by ID or search by filter.
  • Find Phone Messages — List all messages associated with a specific phone number in your organization. (Beta)
  • Find Recurring Contribution — Find a recurring contribution (recurring donation series) by ID, or search by filter.
  • Find SQL Mirror Dataset — Find SQL mirror datasets in your organization. SQL mirror datasets are BigQuery datasets that mirror your Switchboard data for SQL-based analytics.
  • Find Saved Search — Find a saved search by ID or search by filter.
  • Find Shortlink Domain — Find a custom shortlink domain by ID, or search by filter.
  • Preview Broadcast — Preview how a broadcast message will appear to recipients. The broadcast must be in draft or scheduled status. (Beta)
  • Who Am I — Verify your API credentials and view the organizations and roles associated with your account. Useful for multi-org API keys to discover organization IDs.

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