Connect Zixflow to AI agents

Connect Zixflow to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

list_collections

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 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 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

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

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 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

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

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 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

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

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 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

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.

More integrations teams use with Zixflow

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Zixflow

Manage CRM data and send multichannel messages via WhatsApp, SMS, RCS, and Email. Create, read, update, and delete collection records, list entries, and custom attributes. Send WhatsApp template and direct messages, SMS (transactional/promotional), RCS rich media messages, and emails with attachments. Deliver OTPs with automatic multi-channel fallback. Manage activities and tasks tied to CRM records. Retrieve campaign delivery reports across channels. Access workspace member information. Receive webhooks for incoming WhatsApp and RCS messages, SMS delivery reports, and CRM data changes.

Connect Zixflow to production AI agents

See how Metorial gives Zixflow access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Zixflow to AI agents with Metorial.

  1. Can Metorial connect Zixflow to AI agents?
    Yes. Metorial connects AI agents to Zixflow through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.