Add Zixflow to your AI agent
AI-CRM and Messaging Across SMS, Email, and WhatsApp
- Things your agent can do in Zixflow
- 7
Things your AI can do in Zixflow
Your FormWise AI can handle any of these in Zixflow — on its own, without you needing to click a button.
Get WhatsApp Campaign Report
PopularTool 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
PopularTool 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, UNSUBSCRIBED), recipient information, and timestamps. Requires the message ID obtained when sending the campaign.
Get SMS Report
PopularTool 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.
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 cases: adding custom fields for contacts, creating status trackers, adding reference fields between collections.
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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Zixflow is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Zixflow, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Zixflow for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Zixflow work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Zixflow to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Zixflow in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Zixflow.
- 3
Hit "Connect"
Click "Connect Zixflow" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Zixflow
Build a quick AI Agent (it's like writing instructions, not code), and pick the Zixflow actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Zixflow for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Zixflow workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Zixflow users had before signing up
Do I need to know how to code?
Not even a little. If you can use Zixflow today, you can set this up. You'll connect Zixflow, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Zixflow login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Zixflow or delete everything any time.
What happens when Zixflow updates their app?
We handle it. When Zixflow adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Zixflow takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Zixflow — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Zixflow on FormWise
AI-CRM and Messaging Across SMS, Email, and WhatsApp
Connect Zixflow once and your FormWise AI gets 7 things it can do inside it. That means your AI can handle the Zixflow work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Zixflow? Take a look at zixflow.com.
More crm integrations
Zendesk
Zendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement
Pipedrive
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
ActiveCampaign
ActiveCampaign is a marketing automation and CRM platform enabling businesses to manage email campaigns, sales pipelines, and customer segmentation to boost engagement and drive growth
HubSpot
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
Highlevel
HighLevel provides a marketing automation and CRM platform for agencies, featuring funnels, appointment scheduling, two-way texting, and other tools to drive client success
CentralStationCRM
CentralStationCRM is an easy-to-use CRM software focusing on collaboration and long-term customer relationships.
Stop doing the Zixflow work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.