Integrations

Supercharge Customer Fields with Relevance AI

Customer Fields is a powerful API interface for managing customer data and form submissions. By integrating with Relevance AI, you can transform customer data into actionable insights and automate complex workflows with AI Agents.

Give your AI Agents Customer Fields Superpowers

Customer Fields allows for sophisticated management of customer profiles and form submissions. With Relevance AI, you can leverage this data to create intelligent AI Agents that automate and optimize customer interactions.

Dynamic Data Orchestration

Seamlessly coordinates and enriches customer data flows across multiple registration touchpoints with intelligent routing

Real-time Validation Mastery

Ensures data accuracy through instant verification and correction of customer information during form submission

Intelligent Profile Enhancement

Enriches customer profiles by identifying and filling information gaps through predictive analysis

Tools

Equip AI Agents with the Customer Fields Tools they need

Relevance AI seamlessly integrates with Customer Fields to enhance your customer data workflows.

Customer Fields - Update Customer
Updates existing customer records in Customer Fields by modifying their form data and account settings while maintaining the customer's unique identifier
Customer Fields - Create Customer
Creates new customer records in Customer Fields with customizable form data and account settings, supporting unique business requirements for customer registration
Customer Fields - Create Customer
Creates new customer records in Customer Fields with customizable form data and account settings, supporting unique business requirements for customer registration
Name
Customer Fields API Call
Description
Make an authorized request to a Customer Fields 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
An e-commerce store uses Customer Fields API to automatically sync customer profile data across their Shopify store and CRM system, enabling real-time updates of customer preferences and purchase history while maintaining data consistency across platforms.

Security & Reliability

The Customer Fields and Relevance AI integration streamlines the management of customer data and form submissions through a robust API interface. This integration allows businesses to create, update, and manage customer profiles while utilizing custom form fields, making it perfect for sophisticated customer data management needs.

With automated customer profile management and secure OAuth authentication, you can ensure that only authorized workflows access your customer data. The integration supports RESTful API access, allowing for seamless operations like creating and updating customer information without the hassle of manual data entry.

Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary. This integration is designed to enhance your customer data management capabilities while providing a secure and efficient way to handle form submissions.

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 Customer Fields + Relevance AI integration without writing code:
  • Start with a well-structured customer profile: Use clear field names and ensure consistent data formats for custom fields.
  • Utilize pre-built workflows: Relevance AI provides templates for managing customer data, making it easier to create, update, or retrieve profiles.
  • Connect securely: Ensure you authorize the correct Customer Fields account and have the necessary OAuth permissions during setup.
  • Test with sample data: Validate your API calls using test data to prevent issues when scaling to real customer data.
  • Monitor API usage: Be aware of rate limits and implement request throttling to avoid hitting usage caps.