Biztera is a leading no-code automation platform that helps organizations streamline operations and enhance productivity.
Combine its powerful workflow capabilities with Relevance AI's intelligent agents to create sophisticated, AI-driven business processes.
Biztera excels at streamlining complex business processes through no-code automation. Relevance AI enhances these workflows with intelligent AI Agents that can analyze, decide, and take action across your automated processes.
Intelligent Decision-Making
The agent leverages advanced analytics to provide data-driven insights for better business choices.
Proactive Customer Engagement
Anticipates customer needs and automates personalized interactions, boosting satisfaction and loyalty.
Enhanced Data Integration
Connects disparate data sources, providing a unified view for improved analysis and reporting.
Relevance AI gives you access to Biztera's no-code automation capabilities within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Biztera account
- A Relevance AI account with access to the workspace you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Biztera data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about authentication headers, request formatting, or API limits.
Built-in validation and path handling ensure your workflows run smoothly, even when making requests to different Biztera endpoints.
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.
Best Practices for Non-Technical Users
To get the most out of the Biztera + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct authorization scopes are set for your Biztera account access.
- Use appropriate HTTP methods: Match GET for retrieval, POST for creation, PUT/PATCH for updates.
- Structure API paths clearly: Follow Biztera's URL patterns for consistent endpoint access.
- Handle responses properly: Monitor status codes and response bodies for successful operations.
- Manage headers efficiently: Set necessary custom headers while respecting authorization defaults.
