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Let the CRM do the routine work.

Automate follow-ups, alerts and approvals with no-code workflow rules, connect other apps through webhooks and API keys, and give your team Inu, the built-in AI help assistant.

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  • No-code workflows
  • Webhooks and API
  • Inu AI assistant
Features

What you can do with Automation & AI.

No-code workflows, approvals, webhooks and the Inu AI assistant.

01

Workflow rules

No-code event triggers with alerts and webhook actions, for example when a lead is created or a deal changes stage.

02

Lead automation

AI lead scoring and round-robin routing so new leads are scored and assigned instantly.

03

Approval workflows

Multi-level sign-off chains for quotes and discounts.

04

Webhooks & API keys

Send real-time events to other apps, and connect your own systems through the API.

05

Inu AI assistant

Inu answers your team's questions about using Inai Connect. You control who can use it and what it can answer.

06

Integrations

Connect Sapiens HRMS, Inai Trace field visits, and property portals such as MagicBricks and 99acres.

Why it matters

More selling, less admin.

Routine updates, reminders and hand-offs happen automatically, so salespeople spend their time with customers.

  • No code needed to build workflows
  • Approvals built into quoting
  • Real-time webhooks to the rest of your systems
  • Inu: AI help, inside the app
How it works

Automation & AI, step by step.

  1. 1

    Pick a trigger

    Such as a new lead or a stage change.

  2. 2

    Add conditions

    Decide when the rule should run.

  3. 3

    Choose actions

    Assign, alert, send an email or call a webhook.

  4. 4

    Monitor

    Review what ran and refine your rules.

FAQ

Automation & AI questions, answered.

Do we need a developer to automate?

No. Workflow rules are built without code. Webhooks and API keys are available when you do want to connect other systems.

What is Inu?

Inu is the AI help assistant inside Inai Connect. It answers questions about using the CRM, and admins control who can use it and what it covers.

Does Inai Connect work with other inaivia products?

Yes. It connects with Sapiens for employee data and Inai Trace for field visits.

More in Connect

Explore other Connect modules.

Every module works on the same customer record, so sales, marketing and service see the whole story.

Lead ManagementCapture, score, route and qualify every lead from every source. Opportunities & PipelineTrack deals through each stage on a visual pipeline board. Quotations, Orders & ContractsBranded quotes with approvals and revisions, then orders and contracts. Calls & InboxCall from the app, record calls and log every touchpoint. Conversations & SupportShared inbox for customer conversations, with SLAs, live chat and bots. Meetings & CalendarCalendar, booking links and built-in video meetings. Campaigns & SocialPlan campaigns and publish to Facebook, Instagram, LinkedIn and X. Email & SequencesEmail templates, tracking and automated follow-up sequences. Forms & Landing PagesWebsite forms and landing pages that turn visitors into leads. Contacts, Accounts & Customer 360°One record for every customer, with a full 360° history. Sales Targets & PerformanceSet sales targets, score performance and run leaderboards. Analytics, Forecast & ReportsDashboards, sales forecasts and ready-made reports. Security & AdministrationRoles, record and field access, two-factor sign-in and audit logs.

See Automation & AI in action.

Book a free Connect demo and we will walk you through automation & ai using scenarios from your business.

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