Zixflow is an integration platform that facilitates the management of CRM activities and messaging across SMS, Email, and WhatsApp. By incorporating Relevance AI, you can elevate your CRM capabilities with advanced AI Agents that automate workflows and enhance communication.
Zixflow streamlines CRM activities and messaging through a unified API, while Relevance AI empowers these processes with intelligent automation and AI-driven insights.
Workflow Orchestration
The AI agent seamlessly coordinates complex business processes across multiple systems using Zixflow's automation capabilities
Dynamic System Integration
Connects and synchronizes multiple business platforms through Zixflow's robust integration framework
Predictive Task Enhancement
Anticipates and initiates necessary workflow adjustments based on historical patterns and real-time data analysis
Relevance AI integrates seamlessly with Zixflow, enhancing your CRM workflows across multiple messaging channels.
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 Zixflow account
- A Relevance AI account with access to your project settings
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The Zixflow integration leverages secure OAuth authentication to enable seamless CRM activity management and messaging across multiple channels through a unified API interface. Relevance AI handles all API operations (including activity creation, updates, and scheduling) in the background—automatically managing authentication, data formatting, and rate limits while providing built-in validation to ensure reliable workflow execution.
The integration supports real-time activity tracking and automated workflows across SMS, Email, and WhatsApp channels, with intelligent data mapping and type conversion to maintain data consistency.
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 Zixflow + Relevance AI integration without writing code:
- Start with a clear activity structure: Use descriptive names and consistent formats for activities to ensure clarity.
- Utilize pre-built workflows: Relevance AI provides templates for automating activity management, making it easier to get started.
- Connect securely: Ensure you have the correct OAuth credentials and permissions set up for seamless integration.
- Test your API calls: Validate your API requests with test data to catch errors before deploying in a live environment.
- Monitor API usage: Be mindful of rate limits and implement throttling to avoid disruptions in service.
