Everything You Need to Automate Your Business

From lead capture to payment confirmation — one platform handles CRM, messaging, scheduling, and AI-powered growth. Built for SaaS teams shipping fast.

13+

Job Handlers

15+

Event Triggers

Action Types

∞

Custom Events

CRM Engine

Full-Stack Lead Management

Track every contact from first touch to deal close. Multi-pipeline, auto-scoring, tag segmentation, and activity timelines — all tenant-isolated.

Pipelines & Stages

Configure unlimited sales funnels. Each with custom stages, colors, and ordering. Leads flow through stages and trigger automations at each transition.

Kanban board view with drag-and-drop
Auto-assignment rules per stage
Stage-enter/exit event triggers
Deal value tracking and forecasting

Pipeline Example

New Lead (auto from website/WhatsApp)

↓ stage_enter

Contacted (send WhatsApp template)

↓ stage_enter

Meeting Scheduled (create Google Meet)

↓ meeting.created

Proposal Sent (email template)

↓ deal_won

Won (fire payment_captured)

Lead Scoring & Segmentation

Automatic engagement scoring analyzes activity frequency, response time, and deal progression. Leads above threshold fire score_refresh events.

Configurable scoring weights per tenant
Hot/Warm/Cold classification
Tag-based segmentation for broadcasts
Bulk scoring via background jobs (cron)

Scoring Factors

Activity frequency+25

Response < 1h+20

Deal value > ₹10K+15

Stage progression+10

No activity 7d-15

Automation Engine

Event-Driven Workflow Execution

When something happens in your business (order, booking, payment), automations fire instantly or at scheduled times — sending WhatsApp, emails, webhooks, and more.

How It Works

The event bus receives triggers from your app (via SDK or webhook), matches against active rules, and dispatches actions through the job queue.

Instant — fires immediately (0 delay)
Delayed — fires after N minutes
Before event — e.g., 1h before a meeting
Scheduled — fires at exact ISO time (runAt)

All delayed actions are persisted in erix-store with WAL backing — survives server restarts.

Execution Flow

→

Event: order_created (from your app)

↓

⚡

EventBus.emit() → resolve lead

↓

🔍

Match AutomationRules (trigger=order_created)

↓ conditions pass

📬

Queue actions (WhatsApp + email)

↓ delayMs: 0 or scheduled

✓

Worker executes → message sent

Appointment Reminders

When a meeting is created (Google Meet), the system automatically schedules WhatsApp/email reminders at configured intervals before the meeting.

1 hour before → "Your appointment is in 1 hour"
15 min before → "Join now: {meet_link}"
At event → "Meeting starting now"
Post-meeting → feedback/follow-up

Variables like {{meet_link}}, {{date}}, {{time}} are auto-resolved from the meeting data.

Meeting at 6:00 PM

5:00 PM→ WhatsApp: "1h reminder"

5:45 PM→ WhatsApp: "Join in 15min"

6:00 PM→ Meeting starts

6:30 PM→ Email: feedback form

Messaging

WhatsApp + Email in One Engine

Send templated WhatsApp messages, marketing emails, and broadcasts — all triggered by events or scheduled campaigns.

WhatsApp Business API

Send approved templates with dynamic variables
Receive incoming messages (webhook from Meta)
Two-way conversational chat per lead
Broadcast to segments (queued for rate limits)
Template sync from Meta Business Manager
Auto-fires whatsapp_incoming for automations

Email Marketing (AWS SES)

Template-based transactional emails
Marketing campaigns with variable resolution
Open & click tracking (pixel + redirect)
Bounce/complaint handling via SNS webhook
One-click unsubscribe (CAN-SPAM compliant)
DKIM/SPF/DMARC ready

Scheduling

Google Meet Integration

Auto-create meeting links, manage full lifecycle, and trigger reminders. Perfect for consultations, demos, and appointments.

Meeting Lifecycle

Create — Auto-generates Google Meet link via Calendar API
Schedule — Associate with lead, set time/duration/mode
Remind — Automated WhatsApp/email at configured intervals
Reschedule — Updates time, recalculates all pending reminders
Complete/Cancel — Status management with event firing
Paid meetings — Razorpay integration for consultation fees

API Response

"meetLink": "https://meet.google.com/abc-defg-hij",
"startTime": "2026-05-21T18:00:00+05:30",
"duration": 30,
"meetingMode": "online",
"reminders": [
{ "type": "send_whatsapp", "fireTime": "17:00" },
{ "type": "send_whatsapp", "fireTime": "17:45" }
]

Infrastructure

Distributed Job Queue (erix-store)

All heavy operations (sending messages, running workflows, AI tasks) execute as background jobs with priority, retries, and crash recovery.

Production-Grade Processing

Priority scheduling — 1-10 scale, higher wins
Delayed execution — 1-second precision timers
Exponential retry — 1s → 2s → 4s → 8s backoff
Dead Letter Queue — failed jobs preserved for debugging
Per-tenant fairness — max 50 concurrent per client
Heartbeat reaper — detects zombie jobs (60s timeout)
WAL persistence — survives process crashes
SSE push — real-time job notifications via EventSource

Registered Job Handlers

crm.automation_action → Send WhatsApp/email/webhook

crm.automation_event → Re-process delayed events

crm.workflow_node → Execute workflow steps

crm.sequence_step → Drip campaign steps

crm.whatsapp_broadcast → Bulk messaging

crm.email_marketing → Campaign sends

crm.meeting → Meeting operations

crm.score_refresh → Bulk scoring

crm.webhook_notify → External callbacks

Use Cases

Built for Real Businesses

🏥

Healthcare Clinics

Patient books appointment → auto-create Google Meet → send WhatsApp confirmation → remind at 1h/15min → collect payment → send follow-up.

meet whatsapp payments reminders

🛒

E-Commerce

Customer places order → upsert lead → fire order_created → send WhatsApp confirmation instantly + shipping update after 30min.

orders whatsapp delayed

🎓

Education & Courses

Student enrolls → create lead → welcome WhatsApp → drip sequence (Day 1, Day 3, Day 7) with course materials.

sequences email whatsapp

💼

B2B Services

Lead captured from website → score → assign to rep → schedule demo (Meet) → proposal email → deal tracking in pipeline.

scoring pipelines meet

🧘

Wellness & Ayurveda

Patient consultation booked → paid meeting → auto-reminders → post-consultation report → follow-up sequence for medication adherence.

paid-meet reminders sequences

🤖

AI-Powered Lead Gen

LAIE engine scrapes directories → enriches with LinkedIn → generates outreach kits via Gemini → auto-emails personalized pitches.

LAIE AI scraping outreach

Ready to Automate?

Get your API key and start building in minutes. Full SDK support for Node.js, with webhook integration for any platform.

📖 Read Documentation ✉ Get API Access ← Back to Home