Switchboard Platform and Salesflare

How to connect Switchboard Platform

About Switchboard Platform

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

Switchboard Platform operations on Zapier

Actions (19)

Things Salesflare can make it do

  • 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 Label — Create a new label for organizing contacts.
Show 14 more actions
  • 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.
  • Refresh Saved Search — Re-evaluate a saved search to update its results.
  • Schedule Broadcast — Schedule a broadcast to be sent at a future time.
  • Send Broadcast — Send an existing draft broadcast immediately.
  • Send Phone Message — Send a one-off message to a phone number that already exists in your organization. (Beta)
  • Unschedule Broadcast — Cancel a previously scheduled broadcast, returning it to draft status.
  • 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 Label — Rename an existing label.
  • Update Phone Labels — Add or remove labels from a phone contact.
  • Update Phone List Labels — Add or remove labels from all contacts in a phone list.
  • Upload Media — Upload a media file for use in MMS broadcasts.

Searches (16)

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 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.
Show 11 more searches
  • Find Email List — Find an email list 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 Label — Find a label by ID or search by filter.
  • Find Media — Find uploaded media by ID or search by filter.
  • 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 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.
  • 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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