Automation & Workflows
The nervous system of your AI OS. EIQ automates everything from email follow-ups to complex multi-step workflows.
Build visual automations that trigger across modules. When a form is submitted, EIQ creates the contact, sends the email, assigns the task, and notifies your team. No code required.
Included Modules
Event-driven automations triggered by user.registered, contact.created, agreement.signed, and more. 7 action types: SendEmail, SendNotification, Slack, Webhook, AddTag, RemoveTag, AddNote. JSON conditions for targeting. Async execution via Messenger with configurable delays. Full execution logging.
Event-triggered workflow engine with visual drag-and-drop builder on HTML5 canvas. Conditional triggers with ordered action execution. Execution audit trail with timing metrics. System-protected templates for common workflows.
7 sync providers for CRM, books, accounting, video, and custom databases. Job state machine with progress tracking (total/processed/successful/failed/skipped). Manual, scheduled, or webhook-triggered sync runs.
33 integration types including Stripe, PayPal, Eway, OpenAI, Claude, AWS S3, Mailchimp, Slack, Zoom, Zapier, QuickBooks, Typesense, Matomo, and more. Categories: API, Database, Payment, Email, Webhook, OAuth, Custom. Dynamic JSON config schemas per integration.
Why Teams Choose EvolvepreneurIQ for Automation
No-Code Builder
Visual drag-and-drop automation — no developer required
Cross-Module
Automate across CRM, email, commerce, and every other module
40+ Integrations
Connect Stripe, Zapier, Slack, QuickBooks, and more
Data Sync
Pull data from external databases with visual mapping
Ready to Explore Automation & Workflows?
Book a demo and see workflow automation, data sync, and 33 integration types in action.