OrbisX is a leading platform designed to streamline business operations through automation and data management.
Enhance your business processes with AI Agents that can intelligently interact with your workflow automation, CRM, and analytics tools.
OrbisX excels at streamlining business operations and managing customer data. Relevance AI transforms these capabilities by adding intelligent AI Agents that can analyze, act on, and derive insights from your business processes.
Intelligent Workflow Orchestration
The agent automates complex workflows, ensuring seamless task execution across systems.
Dynamic Data Insights
Real-time analytics empower the agent to provide actionable insights for informed decision-making.
Proactive Customer Engagement
The agent anticipates customer needs, facilitating timely interactions and enhancing satisfaction.
Relevance AI gives you access to OrbisX's workflow automation and CRM 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:
- An OrbisX account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration leverages OAuth authentication to securely access OrbisX data through authorized API calls. Relevance AI manages HTTP methods and request handling behind the scenes—eliminating concerns about authorization tokens, request formatting, and rate limits.
Built-in request validation and response parsing ensure reliable data exchange between your workflows and OrbisX 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 OrbisX + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct account permissions and authorization settings are in place.
- Use appropriate HTTP methods: Match GET, POST, PUT, DELETE, or PATCH to your specific API needs.
- Structure API paths clearly: Follow the base URL pattern with well-organized relative paths.
- Validate request bodies: Ensure JSON payloads match OrbisX's expected format.
- Monitor response status: Check response codes and headers for successful API interactions.
