Formaloo is a no-code platform that facilitates customer data management and API interactions, allowing businesses to create and manage customer profiles effortlessly. With Relevance AI, you can leverage AI Agents to transform customer data into actionable insights and drive engagement.
Formaloo empowers users with no-code tools for building business applications and managing customer engagement. Relevance AI amplifies these capabilities by enabling intelligent AI Agents to automate and optimize customer interactions.
Dynamic Data Orchestration
AI agent seamlessly processes and routes form submissions in real-time, creating intelligent workflow automation
Predictive Response Intelligence
Agent analyzes patterns in form data to anticipate user needs and generate personalized automated responses
Automated Insight Generation
Agent transforms raw form data into actionable business intelligence through real-time analysis
Relevance AI seamlessly integrates with Formaloo to enhance your customer data management 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 Formaloo account
- A Relevance AI account with access to your projects and datasets
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The Formaloo integration platform utilizes secure OAuth authentication, ensuring that only authorized workflows can manage your customer data seamlessly. Relevance AI handles API operations (such as creating, updating, and managing customer profiles) in the background—eliminating concerns about errors, formatting, or limits.
With built-in validation and flexible data structure handling, your customer management workflows will operate smoothly, even when dealing with varying data formats.
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.
To get the most out of the Formaloo + Relevance AI integration without writing code:
- Start with a well-structured customer profile: Ensure all required fields are clearly defined and consistently formatted.
- Utilize built-in functions: Leverage Formaloo's no-code capabilities to create workflows for managing customer data efficiently.
- Connect securely: Double-check your OAuth credentials and permissions during the setup process to avoid authentication issues.
- Test API calls with sample data: Validate your integration by running tests with dummy data before applying changes to live customer profiles.
- Monitor API usage: Keep an eye on rate limits and implement throttling to manage request frequency effectively.
