Truss integration
Shockingly simple client requests. Truss is the easiest way for CPAs, EAs and Accountants to securely request and organize client documents.
Set up Truss in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Truss account
In Relevance AI, open Integrations and add Truss, then paste your API Key. You will find it in your Truss account settings.
3
Call Truss from an agent
Create a tool and add an API tool step. Your agent can call any Truss endpoint using the account you just connected.
Put Truss to work in your agents
Connect Truss alongside 1,800+ other integrations and let your agents run the busywork.