Workflows that
think for themselves.
No more brittle scripts.
AI SmartFlows combines visual workflow orchestration with embedded AI intelligence — automatically routing data, detecting exceptions, and resolving conflicts across your CRM, ERP, and payment systems without human intervention.
One CRM Automation Flow. Every System.
Always in sync.
SmartFlows sit at the center of your operations — connecting CRM, ERP, payments, and AI agents into a single orchestrated data fabric.
CRM
Orchestrator
ERP
SmartAgent
Gateway
Notification
Built-In CRM Automation Intelligence
at every step.
Every SmartFlow is powered by SmartFabric — the underlying intelligence layer that learns your data patterns, enforces your business rules, and escalates anomalies automatically.
SmartFlows activate on real-time events — record creation, field changes, payment status, or custom webhook signals — eliminating polling delays and batch processing lag.
FlowCopilot infers field-level mappings between source and destination systems using semantic matching, reducing manual mapping effort by up to 80%.
SmartFlows maintain authoritative record ownership rules — ensuring changes in Salesforce, Sage, or Creatio propagate correctly without conflict or duplication.
Configurable business logic gates — conditional routing, field validation, approval workflows, and escalation rules — enforced inline without custom code.
Embedded AI monitoring watches for data drift, duplicate records, missing required fields, and statistical outliers — alerting or auto-resolving based on confidence thresholds.
Every transaction, transformation, and decision logged in IWSyncRegistry with full lineage — supporting SOX, SOC 2, and GAAP reporting requirements out of the box.
CRM Automation: From Config to
live in minutes.
Describe your integration in plain language. FlowCopilot generates a SmartFlow scaffold — endpoints, triggers, field mappings, and transformation rules pre-populated.
Set conditional branches, approval gates, and exception handlers through a visual editor — no XSLT or Java required for standard configurations.
Fire test events against a staging environment with real connector responses. SmartFlows validates schema compliance and highlights potential conflicts before promotion.
Promote to production in one click. The SmartFlow enters the monitoring grid — processing events, logging to IWSyncRegistry, and surfacing anomalies to your dashboard.
CRM Automation Flows for Every
mid-market scenario.
Pre-built SmartFlow templates for the most common CRM–ERP–payment orchestration patterns — ready to configure, not code.
Closed-won opportunities in Salesforce auto-generate invoices in Sage Intacct — with line-item mapping and tax logic applied.
Payments received in Sage 100 update Salesforce account balances and opportunity stages in real time — keeping sales teams informed.
New CRM contacts trigger ERP customer record creation, payment profile setup, and welcome sequence — across three systems simultaneously.
AI SmartAgent monitors aging AR, matches payments to invoices, flags disputes, and escalates unresolved items to collections workflows.
Where CRM Automation SmartFlows
live in the stack.
AI SmartFlows are the orchestration layer — sitting above raw integrations and below AI agents, coordinating everything in between.
Put Your CRM Operations
on autopilot.
See how AI SmartFlows can eliminate manual data entry, reduce integration errors, and connect your mid-market stack in days — not months.