Integrate OpenAI with Agile CRM
Send information between OpenAI and Agile CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate OpenAI and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
All Actions - Actions are the automated tasks
Extract first and last name
Extracts first and last names from the full name
Assess urgency level
Analyzes text (e.g., a support ticket) and returns a label such as High, Medium, or Low urgency for priority queue assignment
Generate subject line
Creates a concise and engaging email subject line based on the text for email, task, etc
Rewrite for Readability Score
Converts the text to a high readable text
Generate an email body
Generates an email body for the given content
Extract URL
Extracts URL from the given data
Slugify text
Converts text to slug
Convert word to digits
Converts the given words to numbers. E.g., Returns thousand as 1000
Create chat completion
Creates a model response for a given chat conversation using models such as GPT3.5 Turbo, GPT 4, and others
Verify data accuracy
Compares a piece of text against a simple knowledge base (or general knowledge) to flag potential factual errors before publication
Mask sensitive data
Removes/hides email, phone, or numeric IDs in text
Reply to review
Creates a reply to a review
Generate title
Generates title based on the given text
Convert the text to title case
Converts the given text to title case
Verify compliance with usage policies
Checks whether the content entered complies with OpenAI's usage policies
Create hashtags for social post
Generates a list of relevant, trending, or industry-specific hashtags based on a social media caption input
Identify language of text
Identifies the ISO code (e.g., "en," "es," "fr") for the primary language in a message
Check moderation
Verifies if text is potentially harmful and returns a score between 0-10
Generate essay
Generates an essay based on the content
Punctuate text
Punctuates the given text
Generate tweet
Generates tweet based on the given topic
Parse human date
Converts natural text (“next Friday”, “3 weeks ago”) into exact date
Create product description
Creates a product description
Rephrase text
Rephrases the given text
Generate email reply
Generates an email reply for the given email
Generate story
Generates a story based on the given content
Format address
Converts the raw address text or JSON objects into a standard, formatted address string
Html to text
Removes the html tags and other elements and returns the text content
Create completion
Creates an OpenAI completion for the provided prompt and parameters (supports models such as "text-ada-001" and "text-curie-001")
Generate headline
Generates a headline based on the given content
Convert list to delimited string
Converts a list of entries given to comma separated values
Extract JSON from text
Extracts the JSON from given text or table
Label email
Labels the given email
Summarise text
Summarises the given text
Create Company
Creates a new company
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
What is OpenAI?
OpenAI is an artificial intelligence research organization tool that provides a variety of AI-related projects and technologies, such as natural language processing, computer vision, and reinforcement learning.
Similar apps
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
