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Zixflowcrm

7 available actions

What your AI agent can do in Zixflow

AI-CRM and Messaging Across SMS, Email, and WhatsApp This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Email ReportTool to retrieve email message delivery report from Zixflow.
  • Get WhatsApp Campaign ReportTool to retrieve WhatsApp campaign message report.
  • Create AttributeTool to create a custom attribute for a Zixflow collection or list.

Browse all 7 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 6 actionsHide actions
  • Get WhatsApp Campaign ReportTool to retrieve WhatsApp campaign message report.
  • Get Email ReportTool to retrieve email message delivery report from Zixflow.
  • Get SMS ReportTool to retrieve SMS message delivery report from Zixflow.
  • Get WhatsApp Template VariablesTool to retrieve template variable details for a WhatsApp template.
  • List Attribute OptionsTool to retrieve the list of options for select/multiselect attributes.
  • List Attribute Status OptionsTool to retrieve the list of options for status attributes in Zixflow.
Create & communicateCreate records or send supported messagesView 1 actionHide actions
  • Create AttributeTool to create a custom attribute for a Zixflow collection or list.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Zixflow

How does the agent connect to Zixflow?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Zixflow?
The page above lists the 7 actions currently available through the Zixflow connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Zixflow included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Zixflow is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Zixflow to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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