Flowlu integration
Business management software. Use Flowlu from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 11 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Flowlu
Create Task - AndCreate CRM Account(Contact)
Zoft + Flowlu
What Zoft can do with Flowlu.
- 01Voice agentsA phone agent can use Flowlu actions such as Create Task and Create CRM Account(Contact) during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Flowlu while it talks to the customer.
- 03WorkflowsUse Flowlu as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Flowlu actions on its own, and ask for your approval before it sends or changes anything important.
Actions 11
Things Zoft can do in Flowlu.
- Get TaskRetrieves an existing task.
- Create TaskCreates a new task.
- Delete TaskDeletes an existing task.
- Update TaskUpdates an existing task.
- Create CRM Account(Contact)Creates a new contact in CRM.
- Delete CRM Account(Contact)Deletes an existing contact in CRM.
- Update CRM Account(Contact)Updates an existing contact in CRM.
- Create OpportunityCreates a new opportunity.
- Delete OpportunityDeletes an existing opportunity.
- Update OpportunityUpdates an existing opportunity.
Show all 11Show fewer
- Create CRM Account(Organization)Creates a new organization in CRM.
Setup
Connect Flowlu in three steps.
- 01ConnectChoose Flowlu in Connections and enter the account details Flowlu asks for, such as a store name or token.
- 02Put it to workAdd Flowlu as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Flowlu on Zoft, answered.
What can Zoft do with Flowlu?
Zoft supports 11 actions for Flowlu. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Flowlu to Zoft?
Choose Flowlu in Connections and enter the account details Flowlu asks for, such as a store name or token.
Can a voice agent or chat agent use Flowlu?
Yes. Once Flowlu is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Flowlu without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.