Customer Fields integration
Create customer sign-up forms as unique as your business, and save custom data to customer accounts.
What your agents can do with Customer Fields
4 pre-built Customer Fields tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (2)
Update Customer
Update an existing customer's information with new provided data.
Create Customer
Create a new customer with detailed attributes using the provided data.
Triggers (2)
Customer Updated (Instant)
Trigger when a profile of a customer has been updated or changed.
Customer Created (Instant)
Trigger when a new customer is added to the database.
Set up Customer Fields in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Customer Fields account
In Relevance AI, open Integrations and add Customer Fields. You will be sent to Customer Fields to sign in and approve access, and the connection is stored against your workspace.
Use Customer Fields in an agent
Create a tool, add a Customer Fields tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Customer Fields to work in your agents
Connect Customer Fields alongside 1,800+ other integrations and let your agents run the busywork.