Connect Zixflow to your AI agent

CRM 7 actions available

AI-CRM and Messaging Across SMS, Email, and WhatsApp

We set up the connection using your own Zixflow account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Zixflow

Each one is a real action the agent can take on its own, the same things a person clicking around Zixflow could do. Read-only by default; write actions are confirmed against your policy.

  • Create Attribute Tool to create a custom attribute for a Zixflow collection or list. Use when you need to add new fields to track specific data types (text, number, email, etc.). Attributes define the structure of your data. Common use…
  • Get WhatsApp Campaign Report Tool to retrieve WhatsApp campaign message report. Use when you need to check the delivery status and details of a WhatsApp message sent via campaign.
  • Get Email Report Tool to retrieve email message delivery report from Zixflow. Use when you need to check the delivery status of a sent campaign email. The report includes delivery status (SENT, OPENED, CLICKED, BOUNCE, COMPLAINT, UNSUBS…
  • Get SMS Report Tool to retrieve SMS message delivery report from Zixflow. Use when you need to check the delivery status, destination, and other details of a sent SMS campaign message.
  • Get WhatsApp Template Variables Tool to retrieve template variable details for a WhatsApp template. Use when you need to understand what variables a specific WhatsApp template expects before sending a message.
  • List Attribute Options Tool to retrieve the list of options for select/multiselect attributes. Use when you need to get available options for a specific attribute in a collection or list.
  • List Attribute Status Options Tool to retrieve the list of options for status attributes in Zixflow. Use when you need to fetch available status configurations for a specific attribute within a collection or list.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Zixflow, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Zixflow questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Zixflow's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Zixflow to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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