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Customer Fields + Relevance AI

Customer Fields + Relevance AI

Customer Fields + Relevance AI integrations

Notify Relevance AI agents when new customers are added in Customer Fields

Ensure swift and efficient communication with your new customers from Customer Fields by instantly sending them a message via Relevance AI. This workflow activates as soon as you gain a new customer, sending them a personalized communication in real time. Simplify your customer onboarding process and provide an improved customer experience with seamless and automatic messaging.

  1. When this happens...
    New Customer
    New Customer
    New CustomerTriggers when a new customer is created.
  2. automatically do this!
    Message Agent
    Message Agent
    Message AgentSends a message to an Agent. Doesn't wait for a response.
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More things you can do with Customer Fields and Relevance AI

Discover other triggers and actions you can use with Customer Fields and Relevance AI

    • Segment
      Required
    Trigger
    Instant
    Try It
  • Customer Fields triggers, actions, and search
    New Customer

    Triggers when a new customer is created.

    Trigger
    Instant
    Try It
    • Customer ID
      Required
    Action
    Write
    • Form
      Required
    Trigger
    Instant
    Try It
    • Event name
      Required
    • Event detail keys
    Trigger
    Instant
    Try It
    • First name (first_name)
    • Last name (last_name)
    • Email (email)
    • Data_column_notice
    • Add to form (ID)
    Action
    Write
    • Customer ID
      Required
    • First name (first_name)
    • Last name (last_name)
    • Email (email)
    • Data_column_notice
    • Add to form (ID)
    Action
    Write
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About Customer Fields
Customer Fields provides a way to collect and store custom data for Shopify customers
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About Relevance AI
Relevance AI is the home of the AI Workforce. Build and deploy AI Apps and Agents to solve complex tasks.
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