What AI Employees can do with Rex CRM
Example tasks your workforce can handle once Rex CRM is connected.
Summarize recent activity in Rex CRM for your team
Create and update records in Rex CRM from email or chat context
Trigger follow-up work when something changes in real-estate
Route exceptions to the right person with full context attached
Why use Odella with Rex CRM?
AI-native Rex CRM integration
- Native connection flow: AI Employees work inside Rex CRM, not through brittle copy-paste
- 453 actions across 34 toolkits, structured for reliable AI Employee execution
- Deep coverage across real-estate workflows your team already runs in Rex CRM
Managed auth
- Secure OAuth and credential storage, no API keys pasted into prompts
- Central place to connect, scope, and revoke Rex CRM access per AI Employee
- Per-worker credentials instead of shared keys sitting in workflow configs
Built for AI Employees
- Tools scoped to what each worker actually needs from Rex CRM
- Fits into broader employee workflows, not isolated one-off automations
- Clear work history so you always know what ran, when, and on whose behalf
Enterprise-grade security
- Control which AI Employees can access Rex CRM and what they can do
- Scoped, least-privilege permissions per worker
- Human approval gates for sensitive actions before they execute
Capabilities
Toolkits, triggers, and actions available to your AI Employees through Rex CRM.
Rex CRM AdminCustomFields createField
Rex CRM AdminCustomFields createGroup
Rex CRM AdminCustomFields createTab
Rex CRM AdminCustomFields purgeField
Rex CRM AdminCustomFields purgeGroup
Rex CRM AdminCustomFields purgeTab
Rex CRM AdminCustomFields updateField
Rex CRM AdminCustomFields updateGroup
Rex CRM AdminCustomFields updateTab
Rex CRM AdminTags create
Rex CRM AdminTags update
Rex CRM AccountUsers autocomplete
Rex CRM AccountUsers describeModel
Rex CRM AccountUsers getEffectiveWorkingHoursSettings
Rex CRM AccountUsers read
Rex CRM AccountUsers search
Rex CRM AdminAppointmentTypes describeModel
Rex CRM AdminAppointmentTypes read
Rex CRM AdminAppointmentTypes search
Rex CRM AdminCustomFields getDefinition
Rex CRM AdminCustomFields getFlatDefinition
Rex CRM AdminCustomFields getModuleAndCoreTabDefinitions
Rex CRM AdminCustomFields getValidRecordFieldServices
Rex CRM AdminCustomFields readField
Rex CRM AdminCustomFields readGroup
Rex CRM AdminCustomFields readTab
Rex CRM AdminKeyLocations describeModel
Rex CRM AdminKeyLocations getUsageCount
Rex CRM AdminKeyLocations read
Rex CRM AdminKeyLocations search
Rex CRM AdminListingRelationshipTypes describeModel
Rex CRM AdminListingRelationshipTypes read
Rex CRM AdminListingRelationshipTypes search
Rex CRM AdminOfficeLocations autocomplete
Rex CRM AdminOfficeLocations describeModel
Rex CRM AdminOfficeLocations read
Rex CRM AdminOfficeLocations search
Rex CRM AdminPropertyRelationshipTypes describeModel
Rex CRM AdminPropertyRelationshipTypes read
Rex CRM AdminPropertyRelationshipTypes search
Rex CRM AdminTags autocomplete
Rex CRM AdminTags describeModel
Rex CRM AdminTags read
Rex CRM AdminTags search
Rex CRM AdminValueLists getListValues
Rex CRM AdminValueLists getValueListNames
Rex CRM SystemValues autocompleteCategoryValues
Rex CRM SystemValues getCategoryValues
Rex CRM SystemValues getValueCategories
Rex CRM Appraisals create
Rex CRM Appraisals purge
Rex CRM Appraisals update
Rex CRM Contracts create
Rex CRM Contracts createOfferHistoryEntry
Rex CRM Contracts duplicateTemplateContract
Rex CRM Contracts purge
Rex CRM Contracts update
Rex CRM Appraisals autocomplete
Rex CRM Appraisals describeModel
Rex CRM Appraisals getDynamicCommissionEstimate
Rex CRM Appraisals getMatchingMatchProfileIds
Rex CRM Appraisals read
Rex CRM Appraisals search
Rex CRM Appraisals searchGrouped
Rex CRM ContractConditions describeModel
Rex CRM ContractConditions read
Rex CRM ContractConditions search
Rex CRM ContractEvents describeModel
Rex CRM ContractEvents getListingFilters
Rex CRM ContractEvents read
Rex CRM ContractEvents search
Rex CRM Contracts autocomplete
Rex CRM Contracts describeModel
Rex CRM Contracts getComplianceInfo
Rex CRM Contracts getConditionsForListing
Rex CRM Contracts getOfferHistory
Rex CRM Contracts read
Rex CRM Contracts search
Rex CRM Appointments approve
Rex CRM Appointments createActivity
Rex CRM Appointments defer
Rex CRM Appointments reject
Rex CRM Appointments requestApproval
Rex CRM CalendarEvents cancel
Rex CRM CalendarEvents changeOrganiser
Rex CRM CalendarEvents create
Rex CRM CalendarEvents purge
Rex CRM CalendarEvents scheduleAlertMessages
Rex CRM CalendarEvents sendConfirmationMessages
Rex CRM CalendarEvents update
Rex CRM Calendars create
Rex CRM Calendars purge
Rex CRM Calendars update
Rex CRM Appointments autocomplete
Rex CRM Appointments describeModel
Rex CRM Appointments getApproverList
Rex CRM Appointments getDescriptionFilters
Rex CRM Appointments getPropertyFilters
Rex CRM Appointments getRecurDate
Rex CRM Appointments search
Rex CRM CalendarEvents describeModel
Rex CRM CalendarEvents getConfirmationDetails
Rex CRM CalendarEvents getScheduledAlertsForEvent
Rex CRM CalendarEvents read
Rex CRM CalendarEvents search
Rex CRM Calendars describeModel
Rex CRM Calendars read
Rex CRM Calendars search
Rex CRM AdminMailingLists create
Rex CRM AdminMailingLists purge
Rex CRM AdminMailingLists update
Rex CRM CampaignMembers create
Rex CRM CampaignMembers purge
Rex CRM CampaignMembers update
Rex CRM Campaigns archiveWithReason
Rex CRM Campaigns create
Rex CRM Campaigns createFromTemplate
Rex CRM Campaigns purge
Rex CRM Campaigns recoverFromArchive
Rex CRM Campaigns update
Rex CRM MailMerge archive
Rex CRM MailMerge create
Rex CRM MailMerge createAndSend
Rex CRM MailMerge purge
Rex CRM MailMerge send
Rex CRM MailMerge update
Rex CRM NewsletterCampaigns create
Rex CRM NewsletterCampaigns duplicate
Rex CRM NewsletterCampaigns purge
Rex CRM NewsletterCampaigns recoverFromTrash
Rex CRM NewsletterCampaigns send
Rex CRM NewsletterCampaigns sendPreview
Rex CRM NewsletterCampaigns setPlainTextContent
Rex CRM NewsletterCampaigns trash
Rex CRM NewsletterCampaigns update
Rex CRM NewsletterCampaigns updateRecipientCriteria
Rex CRM AdminMailingLists autocomplete
Rex CRM AdminMailingLists describeModel
Rex CRM AdminMailingLists getListMembers
Rex CRM AdminMailingLists read
Rex CRM AdminMailingLists search
Rex CRM CampaignMembers describeModel
Rex CRM CampaignMembers read
Rex CRM CampaignMembers search
Rex CRM Campaigns autocomplete
Rex CRM Campaigns describeModel
Rex CRM Campaigns read
Rex CRM Campaigns search
Rex CRM MailMerge describeModel
Rex CRM MailMerge getCreditCostForMerge
Rex CRM MailMerge getLetterPreview
Rex CRM MailMerge getLetterTemplatePreview
Rex CRM MailMerge getMergeObjectsAndMeta
Rex CRM MailMerge getSmsMessageMetrics
Rex CRM MailMerge read
Rex CRM MailMerge search
Rex CRM NewsletterCampaigns describeModel
Rex CRM NewsletterCampaigns getCreditCost
Rex CRM NewsletterCampaigns getErrorsPreventingSend
Rex CRM NewsletterCampaigns getRecipientBreakdown
Rex CRM NewsletterCampaigns getRecipientCriteria
Rex CRM NewsletterCampaigns read
Rex CRM NewsletterCampaigns search
Rex CRM Contacts archive
Rex CRM Contacts create
Rex CRM Contacts recoverFromArchive
Rex CRM Contacts recoverFromTrash
Rex CRM Contacts trash
Rex CRM Contacts update
Rex CRM MatchProfiles archive
Rex CRM MatchProfiles create
Rex CRM MatchProfiles purge
Rex CRM MatchProfiles recoverFromArchive
Rex CRM MatchProfiles update
Rex CRM Contacts autocomplete
Rex CRM Contacts describeModel
Rex CRM Contacts findMatchingContacts
Rex CRM Contacts findPossibleDuplicates
Rex CRM Contacts getComplianceStatuses
Rex CRM Contacts getMatchSummary
Rex CRM Contacts read
Rex CRM Contacts search
Rex CRM MatchProfiles describeModel
Rex CRM MatchProfiles getContactIds
Rex CRM MatchProfiles matchAgainstListings
Rex CRM MatchProfiles read
Rex CRM MatchProfiles search
Rex CRM Documents describeModel
Rex CRM Documents search
Rex CRM AgentCommissions getUpstreamCommissionSummary
Rex CRM Invoices autocomplete
Rex CRM Invoices describeModel
Rex CRM Invoices read
Rex CRM Invoices search
Rex CRM InvoiceTransactions autocomplete
Rex CRM InvoiceTransactions describeModel
Rex CRM InvoiceTransactions read
Rex CRM InvoiceTransactions search
Rex CRM TrustLedgers autocomplete
Rex CRM TrustLedgers describeModel
Rex CRM TrustLedgers getLedgerTransactions
Rex CRM TrustLedgers getStats
Rex CRM TrustLedgers read
Rex CRM TrustLedgers readAccountLedger
Rex CRM TrustLedgers search
Rex CRM TrustTransactions autocomplete
Rex CRM TrustTransactions describeModel
Rex CRM TrustTransactions read
Rex CRM TrustTransactions search
Rex CRM Feedback create
Rex CRM Feedback markVendorSent
Rex CRM Feedback markVendorUnsent
Rex CRM Feedback recoverFromTrash
Rex CRM Feedback trash
Rex CRM Feedback update
Rex CRM Feedback updateApprovalStatus
Rex CRM OpenHomeCheckIns checkIn
Rex CRM Feedback autocomplete
Rex CRM Feedback describeModel
Rex CRM Feedback getListingFilters
Rex CRM Feedback read
Rex CRM Feedback search
Rex CRM Feedback searchOpenHomeAttendance
Rex CRM OpenHomeCheckIns read
Rex CRM KeyRegister archive
Rex CRM KeyRegister checkIn
Rex CRM KeyRegister checkOut
Rex CRM KeyRegister create
Rex CRM KeyRegister purge
Rex CRM KeyRegister recoverFromArchive
Rex CRM KeyRegister update
Rex CRM KeyRegister describeModel
Rex CRM KeyRegister getHistory
Rex CRM KeyRegisterHistory describeModel
Rex CRM KeyRegisterHistory read
Rex CRM KeyRegisterHistory search
Rex CRM KeyRegister read
Rex CRM KeyRegister search
Rex CRM Deals archiveDeal
Rex CRM Deals create
Rex CRM Deals unarchiveDeal
Rex CRM Deals update
Rex CRM InterestedParties create
Rex CRM InterestedParties update
Rex CRM Leads archive
Rex CRM Leads create
Rex CRM Leads purge
Rex CRM Leads recoverFromArchive
Rex CRM Leads recoverFromTrash
Rex CRM Leads toggleCompletionState
Rex CRM Leads toggleSpamMarker
Rex CRM Leads trash
Rex CRM Leads update
Rex CRM Deals autocomplete
Rex CRM Deals describeModel
Rex CRM Deals read
Rex CRM Deals search
Rex CRM InterestedParties autocomplete
Rex CRM InterestedParties describeModel
Rex CRM InterestedParties getListingFilters
Rex CRM InterestedParties getStatistics
Rex CRM InterestedParties read
Rex CRM InterestedParties search
Rex CRM Leads autocomplete
Rex CRM Leads describeModel
Rex CRM Leads getAllowedSourcesForAccount
Rex CRM Leads read
Rex CRM Leads search
Rex CRM ListingPortalUploads queue
Rex CRM ListingPortalUploads resetPortalsToDefault
Rex CRM ListingPortalUploads updatePortals
Rex CRM ListingPublication publish
Rex CRM ListingPublication setActivePublicationChannels
Rex CRM ListingPublication setHideAddressFormat
Rex CRM ListingPublication setImageCyclingSettings
Rex CRM ListingPublication updateMarketingOverrides
Rex CRM Listings changeListingCategory
Rex CRM Listings changeState
Rex CRM Listings create
Rex CRM Listings duplicate
Rex CRM Listings link
Rex CRM Listings unlink
Rex CRM Listings update
Rex CRM Listings updateArchivedStateDetails
Rex CRM ListingEvents describeModel
Rex CRM ListingEvents read
Rex CRM ListingEvents search
Rex CRM ListingPortalUploads describeModel
Rex CRM ListingPortalUploads getErrorsPreventingUpload
Rex CRM ListingPortalUploads getPremiumListingDefinition
Rex CRM ListingPortalUploads getStatuses
Rex CRM ListingPortalUploads read
Rex CRM ListingPortalUploads search
Rex CRM ListingPublication getErrorsPreventingPublication
Rex CRM ListingPublication getHideAddressFormat
Rex CRM ListingPublication getImageCyclingSettings
Rex CRM ListingPublication getMarketingOverrides
Rex CRM ListingPublication getPublicationIssues
Rex CRM ListingPublication getPublicationStatus
Rex CRM Listings autocomplete
Rex CRM Listings describeModel
Rex CRM Listings getComplianceStatuses
Rex CRM Listings getLinkableListings
Rex CRM Listings getMatchingMatchProfileIds
Rex CRM Listings getPropertiesForListings
Rex CRM Listings read
Rex CRM Listings search
Rex CRM PublishedListingEvents describeModel
Rex CRM PublishedListingEvents search
Rex CRM PublishedListings autocomplete
Rex CRM PublishedListings describeModel
Rex CRM PublishedListings getUniqueListingSuburbs
Rex CRM PublishedListings read
Rex CRM PublishedListings search
Rex CRM Activities create
Rex CRM Activities update
Rex CRM Notes create
Rex CRM Notes recoverFromTrash
Rex CRM Notes trash
Rex CRM Notes update
Rex CRM Reminders approve
Rex CRM Reminders create
Rex CRM Reminders createActivity
Rex CRM Reminders defer
Rex CRM Reminders purge
Rex CRM Reminders reject
Rex CRM Reminders requestApproval
Rex CRM Reminders toggleCompletionState
Rex CRM Reminders update
Rex CRM Activities describeModel
Rex CRM Activities getActivityTypesByObjectType
Rex CRM Activities getOutcomesByObjectType
Rex CRM Activities getParentObjects
Rex CRM Activities read
Rex CRM Activities search
Rex CRM Notes autocomplete
Rex CRM Notes describeModel
Rex CRM Notes read
Rex CRM Notes search
Rex CRM Reminders describeModel
Rex CRM Reminders getApproverList
Rex CRM Reminders getDescriptionFilters
Rex CRM Reminders getPropertyFilters
Rex CRM Reminders getRecurDate
Rex CRM Reminders getRemindeeList
Rex CRM Reminders read
Rex CRM Reminders search
Rex CRM Projects create
Rex CRM Projects recoverFromTrash
Rex CRM ProjectStages create
Rex CRM ProjectStages recoverFromTrash
Rex CRM ProjectStages trash
Rex CRM ProjectStages update
Rex CRM Projects trash
Rex CRM Projects update
Rex CRM Projects autocomplete
Rex CRM Projects describeModel
Rex CRM Projects read
Rex CRM Projects search
Rex CRM ProjectStages autocomplete
Rex CRM ProjectStages describeModel
Rex CRM ProjectStages read
Rex CRM ProjectStages search
Rex CRM Buildings associateProperties
Rex CRM Buildings create
Rex CRM Buildings purge
Rex CRM Buildings setGeoLocation
Rex CRM Buildings update
Rex CRM Properties archive
Rex CRM Properties create
Rex CRM Properties recoverFromArchive
Rex CRM Properties recoverFromTrash
Rex CRM Properties setGeoLocation
Rex CRM Properties trash
Rex CRM Properties update
Rex CRM Buildings autocomplete
Rex CRM Buildings describeModel
Rex CRM Buildings read
Rex CRM Buildings search
Rex CRM Properties autocomplete
Rex CRM Properties describeModel
Rex CRM Properties findPossibleDuplicate
Rex CRM Properties getHistory
Rex CRM Properties getListingImages
Rex CRM Properties getStatusStub
Rex CRM Properties read
Rex CRM Properties search
Rex CRM CustomReports archive
Rex CRM CustomReports create
Rex CRM CustomReports recoverFromArchive
Rex CRM CustomReports recoverFromTrash
Rex CRM CustomReports toggleFavourite
Rex CRM CustomReports trash
Rex CRM CustomReports update
Rex CRM CustomReports describeModel
Rex CRM CustomReports read
Rex CRM CustomReports search
Rex CRM ReportingDashboards describeModel
Rex CRM ReportingDashboards read
Rex CRM ReportingDashboards search
Rex CRM ReportingData getAvailableFields
Rex CRM ReportingData getDataForWidget
Rex CRM ReportingData getDataForWidgets
Rex CRM ReportingData getLastExportedTime
Rex CRM ReportingData getRecordIdsForWidget
Rex CRM ReportingData getRecordIdsForWidgets
Rex CRM ReportingWidgets describeModel
Rex CRM ReportingWidgets read
Rex CRM ReportingWidgets search
Rex CRM Tenancies archive
Rex CRM Tenancies create
Rex CRM Tenancies end
Rex CRM Tenancies reactivate
Rex CRM Tenancies renew
Rex CRM Tenancies trash
Rex CRM Tenancies update
Rex CRM TenancyApplications create
Rex CRM TenancyApplications createOfferHistoryEntry
Rex CRM TenancyApplications purge
Rex CRM TenancyApplications update
Rex CRM Tenancies describeModel
Rex CRM Tenancies read
Rex CRM Tenancies search
Rex CRM TenancyApplications describeModel
Rex CRM TenancyApplications getOfferHistory
Rex CRM TenancyApplications read
Rex CRM TenancyApplications search
Rex CRM AdminTracks archive
Rex CRM AdminTracks create
Rex CRM AdminTracks purge
Rex CRM AdminTracks recoverFromArchive
Rex CRM AdminTracks sortReminders
Rex CRM AdminTracks update
Rex CRM TrackInstance addTrackToRecord
Rex CRM TrackInstance cancelTrack
Rex CRM TrackInstance reassignTrack
Rex CRM TrackInstance rescheduleTrack
Rex CRM AdminTracks autocomplete
Rex CRM AdminTracks describeModel
Rex CRM AdminTracks getApproverList
Rex CRM AdminTracks getRemindeeList
Rex CRM AdminTracks read
Rex CRM AdminTracks search
Rex CRM TrackInstance getOverview
Rex CRM AdminWebhooks create
Rex CRM AdminWebhooks markAsHealthy
Rex CRM AdminWebhooks purge
Rex CRM AdminWebhooks sendTestEvent
Rex CRM AdminWebhooks update
Rex CRM AdminWebhooks describeModel
Rex CRM AdminWebhooks getEventsAndCategories
Rex CRM AdminWebhooks read
Rex CRM AdminWebhooks search
Frequently asked questions
Common questions about connecting Rex CRM to your Odella AI workforce.
Can I limit what an AI Employee does inside an integration?
Yes. Security policies let you allow or block specific actions per worker. That means you can give a junior AI Employee read-only access while a senior worker handles sends, updates, and approvals.
Does Odella replace my existing software?
No. Odella works alongside the tools you already pay for. AI Employees operate inside Gmail, Slack, Salesforce, and the rest of your stack. They do not replace those systems.
How do triggers work with Odella AI Employees?
Where supported, triggers start work automatically when something happens in a connected app, like a new email, ticket, or record. Your AI Employee picks up the task and follows the workflow you trained them on.
Do I need engineering resources to set up integrations?
No. Odella integrations are native and ready to use out of the box. Your team connects accounts through the platform, no custom API work or middleware required.
How quickly can I connect Rex CRM to an Odella AI Employee?
Most teams connect Rex CRM in a few minutes through Odella's native integration flow. Choose the AI Employee who needs access, authenticate securely, and define which actions they can perform.
Try Rex CRM now
Type what you want done, then sign in and connect Rex CRM to your AI workforce.
Explore other integrations
Connect more of your stack so AI Employees can work across the tools your team relies on.