Integrations / Productivity
Connect Rize to WhatsApp with an AI agent
Flann turns Rize into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Rize for you. Work gets agreed in passing: at the counter, on a call, in the van. Rize only helps if it gets written down. With Flann connected, a voice note becomes tasks in Rize, and a quick question tells you what is late, who has it and what comes next.
8 actions in Rize. 2 only look things up, and 6 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Rize
You do not need the exact wording. These are the kinds of messages Flann turns into Rize actions.
“Look up the virtual card image in Rize.”
“Look up the cardholder in Rize.”
“Create a partner financial account in Rize.”
“Create a card in Rize.”
“Create a cardholder in Rize.”
What Flann can work with in Rize
Rize gives Flann 8 actions across 6 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Cardholders | createlook up | 2 |
How the same job compares, in Rize directly and through Flann.
| Compare | In Rize yourselfYou click through each job | Flann on RizeYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers | Filters and searches you run yourself | 2 look-ups, answered straight away |
| Making changes | Typed in by hand | 6 changes, made from a message |
| Rize records | All of them, one screen at a time | 6 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Rize API key, once |
YesPartlyNo
Step by step: Rize jobs you can hand to Flann
How a request turns into real Rize actions, one step at a time.
Create a cardholder from a voice note
- You message Flann on WhatsApp: “Create a cardholder in Rize with these details.”
- Flann runs
Get Cardholderin Rize and shows you what it found. - Flann runs
Create Cardholderin Rize. - Flann creates it in Rize and confirms in the chat.
Get answers about your virtual card images
- You message Flann on WhatsApp: “What is the latest on our virtual card images in Rize?”
- Flann runs
Get Virtual Card Imagein Rize and shows you what it found. - Nothing in Rize is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Rize
Small jobs, repeated often, are where the time goes. Here is how they change once Rize is connected.
Totalling timesheets at the end of the week
Today
Before payroll you export timesheets from Rize, total them per person and look for anyone who forgot to clock out. It is the dullest job on a Friday.
With Flann
“Total this week’s hours by person from Rize and flag anything odd.”
Pulling the week’s entries from Rize, Flann totals them per person and flags timers left running overnight, missing days and duplicate entries. You get a short summary you can forward to whoever does payroll.
What you stop doing: Spreadsheet totals and hunting for forgotten timers are no longer your Friday.
Spotting work that has stalled
Today
A job can sit in the same column of Rize for weeks without anyone noticing. You only find out when a customer chases.
With Flann
“Anything in Rize that hasn’t moved since last week?”
Comparing this week’s board in Rize with last week’s, Flann lists tasks with no updates, comments or status change, along with how long each has been stuck and who holds it. That part is a look-up.
What you stop doing: Finding stuck work only when a customer complains stops happening.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Rize
- Search for Rize in Flann’s Connectors.
- Paste your Rize API key into the secure form Flann opens. You will find the key in your Rize account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Rize action and fills in the details.
Of the 8 Rize actions, 2 only read. The other 6 create, update, send or delete. Disconnect Rize in Connectors whenever you like.
Ways to use Rize with Flann
Capture tasks as they come up
Send Flann a voice note with the job. It prepares the task in Rize and asks you to confirm.
Plan the week in a message
Tell Flann what needs doing this week.
Close things off
Tell Flann a job is done. It prepares the update in Rize so the list stays honest.
Everything Flann can do in Rize
Every Rize action Flann can run, split into what it reads and what it changes.
Looks up 2
- Get Cardholder
- Get Virtual Card Image
Changes 6
- Create a Rize counterparty
- Create API Key
- Create Card
- Create Cardholder
- Create Partner Financial Account
- Create User
More Productivity apps Flann works with
Todoist
AsanaCommon questions
What can Flann do with cardholders in Rize?
Flann can create and look up cardholders in Rize, using 2 actions (Create Cardholder, Get Cardholder). Looking up runs straight away and changes nothing. The other actions create or change cardholders in Rize.
How does Flann connect to Rize?
Open Connectors in Flann, choose Rize and paste your Rize API key into a secure form. You will find the key in your Rize account settings. Once it is connected, Flann can use 8 actions in Rize.
Do I need to open Rize to use it with Flann?
No. Once Rize is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Rize.
Is Rize included in my Flann plan?
Yes. Every Flann plan includes every app, Rize included.