Tapform is a versatile data management and automation platform that helps businesses streamline workflows and enhance data-driven decision-making.
Supercharge your data collection and form processes with AI agents that can analyze responses in real-time and trigger intelligent automated actions.
Tapform excels at data collection and workflow management through customizable forms. Relevance AI transforms this structured data into intelligent actions with AI agents that can analyze, process, and automate complex tasks.
Intelligent Workflow Orchestration
The agent automates complex workflows, ensuring seamless task execution across systems.
Dynamic Data Insights
Real-time analysis of data enables proactive decision-making and strategic adjustments.
Personalized User Experiences
The agent tailors interactions based on user data, enhancing engagement and satisfaction.
Relevance AI gives you access to a wide variety of Tapform tools within your automated workflows and AI agents.
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 Tapform account
- A Relevance AI account with access to your project
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Tapform data. Relevance AI handles API operations seamlessly in the background while maintaining proper authorization headers and request formatting.
Built-in request validation and response handling ensure reliable data exchange between your workflows and the Tapform API.
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 Tapform + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct authorization setup with your Tapform account credentials.
- Use appropriate HTTP methods: Match GET for retrieval, POST for creation, PUT/PATCH for updates.
- Structure API paths clearly: Follow Tapform's URL pattern for reliable endpoint access.
- Validate request bodies: Ensure JSON payloads match Tapform's expected format.
- Monitor response status: Check status codes and response headers for successful API interactions.
