Rex is a comprehensive real estate platform that automates CRM workflows, enabling agencies to manage leads, contacts, and reminders efficiently. With Relevance AI, you can elevate your operations by harnessing the power of AI Agents to drive smarter decision-making and streamline processes.
Rex provides a robust platform for managing real estate operations, while Relevance AI empowers you to leverage that data with smart AI Agents that can automate tasks and optimize lead management.
Intelligent Document Orchestration
The AI agent seamlessly processes, routes, and manages complex real estate documents with automated precision and accuracy.
Real-Time Data Synthesis
Combines Rex's document processing capabilities with instant data extraction to deliver actionable insights in real-time.
Compliance Assurance
Maintains detailed audit trails and ensures regulatory compliance through automated document validation and classification.
Relevance AI seamlessly integrates with Rex to enhance your real estate workflows through intelligent automation.
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 Rex account
- A Relevance AI account with access to the datasets you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Rex and Relevance AI integration automates your real estate agency's CRM workflows, allowing for efficient management of leads, contacts, and reminders. This integration leverages secure OAuth2 authentication, ensuring that only authorized workflows can access your Rex data. Relevance AI manages API operations (like GET, POST, PATCH, DELETE) seamlessly in the background, so you can focus on enhancing customer relationships without worrying about errors, formatting, or limits.
With built-in validation and type conversion, your workflows will run smoothly, even when data formats vary. The integration provides comprehensive API access to Rex's platform, enabling automated lead and contact management, streamlined reminder creation, and more.
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 Rex + Relevance AI integration without writing code:
- Start with a clean Rex account: Organize your contacts and leads with clear naming conventions and consistent data formats.
- Use templates: Relevance AI provides pre-built workflows for creating, updating, or managing contacts and leads—perfect for quick implementation.
- Connect carefully: Ensure you approve the correct Rex account and permissions during the OAuth setup.
- Test before scaling: Run automations on test data first to avoid large-scale errors in your CRM.
- Watch for rate limits: Implement request throttling and batch updates to prevent hitting API rate limits.
