Features / automation & integration

Event & Schedule Automation Workflows Hub.

Trigger automated WhatsApp messages, agent re-assignments, stage progressions, and webhooks based on real-time telephony events, missed calls, and lead status changes.

Event & Schedule Automation Workflows Hub workflow in AI Closer

Make the next move easier to see.

  • Eliminate manual follow-up oversights with automated event and schedule triggers
  • Recover missed inbound calls within 3 seconds with automated WhatsApp acknowledgment messages
  • Trigger personalized multi-day WhatsApp nurture sequences when leads transition between stages
  • Integrate with internal ERPs, billing systems, and webhooks via secure developer API tokens
Event Triggers
Call Missed, Call Done, Stage Changed
Action Engine
WhatsApp Drips, Re-route, Webhooks
API Governance
Scoped REST Tokens (leads, calls)
Execution Speed
Sub-Second Event Processing

From activity to action.

01

Select trigger event

Choose from LEAD_CREATED, STAGE_CHANGED, CALL_COMPLETED, CALL_MISSED, or SCHEDULED_TIME.

02

Define workflow conditions

Filter by lead source, budget, deal tag, closer assignment, or inactivity duration.

03

Execute automated actions

Dispatch WhatsApp templates, reassign closers, update deal stages, or trigger external HTTP webhooks.

INTERACTIVE ROI CALCULATOR

Calculate Your Telephony Cost Savings

See how much your sales floor saves each month by replacing expensive virtual 080 VoIP dialers with AI Closer's native SIM CRM.

5
Virtual VoIP / Cloud CRM
₹11,000/mo
₹2,200/seat avg + minutes
AI Closer SIM CRM
₹1,495/mo
Flat ₹299/seat with manager
Your Net Savings
₹9,505/mo
₹1,14,060/year saved!
💬 Claim This ₹299 Plan & Demo on WhatsApp

Related guides & comparisons.

COMPREHENSIVE PLAYBOOK

How to Recover Missed Calls and Stop Losing Inbound Leads

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COMPREHENSIVE PLAYBOOK

How to Fix Speed-to-Lead: Convert More Inquiries

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Questions, answered.

What triggers can activate an automation workflow?

Triggers include lead creation, pipeline stage movement, call completion, missed inbound call, scheduled reminder times, and SLA breach timeouts.

Can we send WhatsApp messages automatically after a sales call ends?

Yes! You can configure an automation to send a follow-up WhatsApp message with your brochure or payment link 2 minutes after a call disposition is tagged as "Pitch Completed".

Does AI Closer offer an API for external software integrations?

Yes. Admins can generate scoped REST API keys to ingest leads, sync call outcomes, and query reporting metrics from custom backends or external tools.

Bring this workflow into your sales floor.

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WhatsApp support