Integrations

Supercharge Axonaut with Relevance AI

Axonaut is a comprehensive platform for managing company and employee data through a robust API interface. Relevance AI enhances this by enabling intelligent automation and data-driven decision-making.

Give your AI Agents Axonaut Superpowers

Axonaut streamlines company and employee management through a powerful API. With Relevance AI, you can leverage intelligent AI Agents to automate processes and gain deeper insights from your data.

Seamless Data Orchestration

The AI agent synchronizes and harmonizes data flows across Axonaut's CRM, project management, and financial modules in real-time.

Predictive Resource Optimization

Leverages historical project data to forecast resource needs and automatically suggest optimal allocation strategies.

Financial Insights Acceleration

Transforms raw financial data into actionable insights through automated analysis and reporting capabilities.

Tools

Equip AI Agents with the Axonaut Tools they need

Relevance AI seamlessly integrates with Axonaut to enhance your workflows by automating data management tasks.

Axonaut - Update Company
Updates existing company information in Axonaut, including core details like name, comments, currency and custom fields
Axonaut - Create Company
Creates a new company record in Axonaut with basic company information and classification as customer or prospect
Axonaut - Create Company
Creates a new company record in Axonaut with basic company information and classification as customer or prospect
Axonaut - Update Employee
Modifies existing employee records in Axonaut, including personal information and custom field data
Axonaut - Create Employee
Adds a new employee to an existing company in Axonaut with required personal information and optional custom fields
Name
Axonaut API Call
Description
Make an authorized request to a Axonaut API
Parameters
["OAuth authentication", "Multiple HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers support", "Request body configuration", "Response handling with status codes"]
Use Case
A consulting firm automates their client billing process by using Axonaut API calls to sync project hours and generate invoices automatically, saving hours of manual data entry and reducing billing errors.

Security & Reliability

The Axonaut and Relevance AI integration utilizes a robust API interface to facilitate seamless management of company and employee data. This integration automates business operations, enhances customer relationship management, and efficiently handles employee data through standardized API calls.

With OAuth-based secure authentication, you can ensure that only authorized workflows access your Axonaut data. Relevance AI manages API operations (like creating, updating, and retrieving company and employee information) in the background, allowing you to focus on your core business activities without worrying about errors, formatting, or limits.

Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary, while flexible API endpoints cater to various business operations, making it easier to synchronize data across platforms.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Get Started

Best Practices for Non-Technical Users

To get the most out of the Axonaut + Relevance AI integration without writing code:
  • Start with a clean Axonaut setup: Ensure your company and employee data is organized with clear naming conventions and consistent formats.
  • Utilize pre-built workflows: Relevance AI provides templates for creating and updating companies and employees, making it easy to get started.
  • Connect securely: Double-check your OAuth credentials and permissions to ensure a smooth integration process.
  • Test with sample data: Before implementing changes on live data, run tests with sample entries to minimize errors.
  • Monitor API usage: Be aware of rate limits and implement strategies like exponential backoff to manage API calls effectively.