Cardinal is a leading provider of data integration and automation solutions that helps organizations connect disparate data sources and streamline workflows.
Enhance your data integration capabilities with AI Agents that can process, analyze and take action on your connected data.
Cardinal excels at connecting and processing data from multiple sources. Relevance AI enhances this by adding intelligent AI Agents that can analyze, interpret and act on that unified data in real-time.
Intelligent Workflow Orchestration
The agent automates complex workflows, ensuring seamless task execution across systems.
Real-time Data Insights
The agent processes data instantly, providing actionable insights for timely decision-making.
Enhanced Data Accuracy
The agent minimizes errors through automated data integration, ensuring high-quality information.
Relevance AI gives you access to Cardinal's data integration and 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 Cardinal account
- A Relevance AI account with access to your project
- 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 Cardinal data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about authorization headers, request formatting, or API limits.
Built-in validation and path handling ensure your Cardinal API calls run smoothly, even when request parameters vary.
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 Cardinal + Relevance AI integration without writing code:
- Use proper authentication: Ensure your Cardinal OAuth credentials are correctly configured and permissions are set.
- Follow API best practices: Use appropriate HTTP methods (GET for retrieval, POST for creation, etc.) for each endpoint.
- Handle responses properly: Always check response status codes and handle any error messages appropriately.
- Optimize requests: Minimize API calls by batching operations when possible and using efficient endpoints.
- Monitor usage: Keep track of API rate limits and implement proper error handling for quota management.
