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Integrations

Supercharge 0CodeKit with Relevance AI

Salesflare is a customer relationship management (CRM) platform that automates data entry and provides insights into customer interactions.

Supercharge your sales processes with AI Agents that can intelligently manage customer relationships and automate key workflows.

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Give your AI Agents 0CodeKit Superpowers

Salesflare brings powerful CRM capabilities to B2B sales teams. Relevance AI enhances this with intelligent AI Agents that can automate customer interactions, qualify leads, and drive sales efficiency.

Intelligent Lead Scoring

The agent analyzes interactions to prioritize high-potential leads.

Proactive Customer Engagement

The agent initiates timely follow-ups based on customer behavior.

Predictive Sales Forecasting

Utilizes historical data to forecast trends and optimize resource allocation.

Tools

Equip AI Agents with the 0CodeKit Tools they need

Relevance AI gives you access to a wide variety of Salesflare tools within your automated workflows and AI Agents.

Pre-Built 0CodeKit Tool Steps
0CodeKit API Tool Steps
0codekit - Compress PDF
A tool for compressing PDF files by providing a URL to the source PDF and specifying the output filename, helping reduce file sizes while maintaining document quality
0codekit - Read Barcode
A utility for extracting and interpreting barcode data from images by processing an image URL containing QR codes or other barcode formats
0codekit - Read Barcode
A utility for extracting and interpreting barcode data from images by processing an image URL containing QR codes or other barcode formats
Name
0codekit API Call
Description
Make an authorized request to a 0codekit API
Parameters
["OAuth Authentication", "Multiple HTTP Methods (GET, POST, PUT, DELETE, PATCH)", "Custom Headers", "Request Body Support", "Response Status Tracking"]
Use Case
A software development team uses 0codekit API Call to automate their deployment process by making authenticated API requests to trigger builds and updates across their infrastructure. This integration streamlines their CI/CD pipeline by enabling secure, programmatic access to their development resources.
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Quick Start

Connect 0CodeKit to Relevance AI in minutes

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 Salesflare account
  • A Relevance AI account with access to your projects
  • Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
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STEP 1

Open Relevance AI

Navigate to the "Integrations" section in your Relevance AI dashboard and locate the Salesflare integration option.

STEP 2

Connect Your Salesflare Account

A secure OAuth window will appear requesting authorization. Log in to your Salesflare account to grant Relevance AI permission to access your CRM data, contacts, and sales pipeline information.

STEP 3

Create a new tool

From the home page go to create a new tool. You can either use the Invent function or build from scratch.

STEP 4

Add Salesflare as a Step

Select Salesflare from the available tools list. Choose your desired API action such as managing contacts, updating opportunities, accessing account information, or retrieving sales pipeline data through the Salesflare API endpoints.

Security & Reliability

The integration uses secure OAuth authentication, ensuring only authorized workflows access your Salesflare data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about authentication tokens, request formatting, or rate limits.

Built-in validation and error handling ensure your workflows run smoothly when interacting with Salesflare's API 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.

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Best Practices for Non-Technical Users

Build your own Relevance AI Integration

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To get the most out of the 0CodeKit + Relevance AI integration without writing code:
  • Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
  • Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
  • Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
  • Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
  • Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.

Free your team.
Build your first AI agent today!

If you're exploring Relevance AI for the first time or discovering new features, we'll quickly guide you to start doing great work immediately.

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