list_collections
Retrieve all CRM collections in the workspace. Collections are data containers like People, Companies, Deals, or custom types. Returns each collection's ID, name, slug, and type. Use this to discover collection IDs needed for record operations.
send_whatsapp_message
Send a WhatsApp message to a recipient. Supports two modes:
- **Template message**: Send a pre-approved WhatsApp template with variable substitution.
- **Direct message**: Send a free-form text, image, video, document, audio, or location message (requires an active 24-hour session with the recipient).
send_otp
Send a one-time password (OTP) using Zixflow's OTPflow with intelligent multi-channel fallback. Define an ordered list of delivery channels (SMS, WhatsApp, RCS, Email) — if delivery via the first channel fails or times out, the system automatically falls back to the next channel.
manage_collection_records
Create, read, update, or delete records in a Zixflow CRM collection. Collections are customizable data containers (like People, Companies, Deals, or custom tables). Record fields are dynamic and depend on the collection's configured attributes.
Use the **List Collections** tool first to discover available collections and their IDs.
list_whatsapp_resources
Retrieve WhatsApp account information, templates, and template variables. Use this to discover available phone IDs, template names, and required variables before sending WhatsApp messages.
send_rcs_message
Send an RCS (Rich Communication Services) message. Supports two modes:
- **Template message**: Send a pre-approved RCS template with variable substitution.
- **Direct message**: Send a free-form text, image, video, document, or audio message.
Requires an RCS bot ID configured in your Zixflow settings.
get_message_report
Retrieve the delivery report for a sent message. Provides delivery status (SENT, DELIVERED, FAILED, READ), timestamps, and destination details. Works for WhatsApp, SMS, and Email channels.
list_workspace_members
Retrieve workspace members. Returns member details including name, email, role, timezone, and account status. Optionally get a specific member by ID.
send_email
Send an email to one or more recipients. Supports HTML and plain text content, click/open tracking, reply-to configuration, and file attachments (referenced by attachment IDs from a prior upload).
list_lists
Retrieve all lists in the workspace or get details for a specific list. Lists are organizational structures for grouping CRM records with additional attributes. Returns each list's ID, name, emoji, parent collection, and duplication settings.
manage_activities
Create, read, update, or delete activities (tasks) in Zixflow. Activities represent follow-ups, calls, meetings, or other tasks that can be associated with CRM records. Supports scheduling, assignees, statuses, and custom icons.
send_sms
Send an SMS message to a phone number. Supports transactional, promotional, and OTP routes. Configurable sender ID, flash SMS, and DLT template/entity IDs for India compliance.
manage_list_entries
Create, read, update, or delete entries in a Zixflow list. Lists group records from collections with additional list-specific attributes. Use the **List Lists** tool to discover available lists and their IDs.