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Operate As

Integration

Zixflow

CRM with WhatsApp, SMS and email campaigns. Your client pastes their Zixflow key once, and your agent or your code works with their access.

CRM and sales

About Zixflow

Through Operate As, your agent, n8n workflow or code works in Zixflow with your client's own access. Your client pastes their API key from Zixflow once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Zixflow's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

Zixflow

Zixflow · CRM and sales

API key

CRM with WhatsApp, SMS and email campaigns

The client pastes their API key from Zixflow's settings. We store it encrypted.

Tested against Zixflow's live API.

Building with Zixflow? The docs have setup steps and code for every tool.

Open the Zixflow docs

Tools

Your agent calls any endpoint of Zixflow's API with the request tool, with the client's access attached.

Base URL for request

https://api.zixflow.com/api

  • request

    HTTPS ANY /v1/clients/{clientId}/zixflow/{path}

    Any endpoint of Zixflow's own API, with the client's access attached.

    servicestringrequired
    This service: zixflow
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.zixflow.com/api
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Zixflow key you paste, with only the access you gave that key

Related

More in CRM and sales

Browse every service

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