CRM ยท CONNECTIONManage Zixflow (formerly Sales Simplify) records, lists, activities and attributes, and send SMS, email, WhatsApp and RCS messages.
Explore 53 workflow actions for Zixflow, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create an activity or task, optionally on a record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a record in a collection from attribute API names and values.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a custom attribute to a collection or list.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a collection record to a list, with optional entry values.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete an activity or task.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a select or multiselect option.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a status option.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a collection record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a custom attribute.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove an entry from a list.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one activity or task.
Read one attribute.
Read one collection.
Read one collection record.
Read the delivery report of a sent email.
Read one list.
Read one list entry.
List an RCS template's variables.
Read the delivery report of a sent SMS.
Read the delivery report of a sent WhatsApp message.
List the variables of a WhatsApp number's templates.
Read one workspace member.
List a select or multiselect attribute's options.
List a status attribute's options.
List a collection's or list's attributes.
List the workspace's system and custom collections.
List the workspace's lists.
List the workspace's members.
List activities and tasks, with optional sort.
List a collection's records, with optional filter and sort.
List a list's entries, with optional filter and sort.
Send an email from a verified sender address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send RCS audio with suggestions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an RCS document with suggestions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an RCS image with suggestions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an approved RCS template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an RCS text with suggestions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an RCS video with suggestions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an SMS from an approved sender name.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send audio in an open WhatsApp session.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a document in an open WhatsApp session.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an image in an open WhatsApp session.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a location in an open WhatsApp session.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an approved WhatsApp template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a text in an open WhatsApp session.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a video in an open WhatsApp session.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send one message through up to five channels in order, moving on when one fails or times out.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an activity or task.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a select or multiselect option.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a status option.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a collection record's attribute values.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a custom attribute.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a list entry's values.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Zixflow. A saved workflow is not a completed provider action.
