AI Automations & Workflow Builder | IRIS
AI Automations & Workflows

Your Pipeline Runs Itself.
You Just Close Deals.

IRIS transforms your manual follow-up grind into intelligent, automated workflows that respond to every lead signal — so nothing slips and no opportunity goes cold.

10×
More touchpoints without more effort
0.3s
Avg. AI trigger response time
500+
Automation actions available
Active workflows — no limits

Build Any Automation
Without Writing Code

Drag, drop, and connect triggers, conditions, and actions into powerful workflows in minutes. IRIS handles the logic — you set the rules and let it run.

  • Visual drag-and-drop builder with unlimited steps and branches
  • Trigger on any event — new lead, reply, missed call, deal stage change
  • Pre-built templates for every common wholesaling workflow
  • Test mode — run workflows in sandbox before going live
IRIS — Workflow Builder · New Seller Lead
Trigger: New Lead Received
Source: Web Form · Tag: Seller
💬
Send SMS — Instant Response
Template: "Hey {first_name}, got your info…"
Wait 2 Hours
Business hours only
🔀
Condition: Did Lead Reply?
Yes → Book Appointment · No → Send Email
📅
Action: Send Booking Link
Calendar: Acquisition Call · Auto-confirm

React to Every Signal
Instantly and Intelligently

IRIS monitors your entire pipeline in real time and fires the right automation the moment something happens — a reply, a missed call, a pipeline stage change, or an AI-detected intent signal.

  • Trigger on SMS/email replies, missed calls, voicemails, and form fills
  • AI intent detection — route leads based on sentiment and keywords
  • Pipeline event triggers — fire workflows on any deal stage change
  • Behavioral triggers — inactivity, engagement drops, re-engagement
New lead: Marcus T. — Web Form
Enrolled in "New Seller Sequence" · 0s ago
Reply detected: "Yes I'm interested"
AI: High intent → Moved to Hot Pipeline · 4m ago
Missed call: Sandra K.
Auto voicemail + SMS sent · 12m ago
Inactivity: David R. — 14 days silent
Re-engagement sequence triggered · 1h ago

Start in Minutes,
Not Days

IRIS ships with a full library of investor-specific workflow templates built and proven in the field. Launch a complete seller nurture, buyer blast, or deal follow-up sequence on day one — then customize to match your market.

  • 20+ pre-built templates: seller nurture, buyer outreach, deal follow-up, re-engagement
  • One-click activation — clone, edit, and launch in minutes
  • Templates built from real wholesale workflows — not generic CRM logic
  • Share custom templates with your team or save private versions
🏠 New Seller Lead — 21 Day Nurture
SMS + Email + VM · 12 steps
Popular
💼 Deal Under Contract — Buyer Blast
Segmented SMS + Email · 6 steps
New
🔄 Cold Lead Re-Engagement
AI-timed SMS + Email · 8 steps
📞 Missed Call Auto-Recovery
VM + SMS + Task · 4 steps
+ 16 more templates included

Hit Every Channel
in One Workflow

Build sequences that span SMS, email, ringless voicemail, and in-app task assignments — all orchestrated from a single workflow. IRIS keeps every touchpoint coordinated and on schedule.

  • Mix SMS, email, ringless voicemail, and task steps in any order
  • Dynamic merge tags — auto-fill lead name, property address, agent name
  • Smart scheduling — send during business hours or optimal response windows
  • Unified inbox captures all replies regardless of channel
💬 SMS — Day 1 94% delivered · 31% reply
📧 Email — Day 2 99% delivered · 42% open
📞 Voicemail — Day 4 100% delivered · 18% callback
✅ Agent Task — Day 7 Assigned · 88% completed
67 leads converted from this sequence this month.

Workflows That Think
For Themselves

IRIS goes beyond simple if/then rules. The AI Decision Engine reads lead replies, scores intent, and routes contacts to the right branch — automatically upgrading hot leads and suppressing cold ones without you touching a thing.

  • AI reads inbound replies and scores intent in real time
  • Auto-route to appointment booking when high intent is detected
  • Suppress cold contacts to protect deliverability and focus effort
  • Dynamic pipeline stage changes based on AI confidence scores
INBOUND SMS
"Yeah I've been thinking about selling, what's your offer?"
⚡ AI WORKFLOW DECISION
Pause current nurture sequence → Move to "Hot Lead" pipeline → Create urgent task for agent → Send calendar booking link
Actions fired in 0.3 seconds

The Most Complete
Automation Platform for Investors.

Multi-Channel Sequences

Combine SMS, email, ringless voicemail, and call tasks into unified sequences across any number of days or events.

Branching Logic & Conditions

Create if/then branches based on any contact property, behavior, or AI score — delivering the right message at the right moment.

Workflow Analytics Dashboard

See exactly how every workflow performs — open rates, reply rates, conversion rates, and bottlenecks — in real time.

Team Notifications & Alerts

Instantly notify agents, managers, or the entire team when high-value events occur — via SMS, email, or in-app alert.

Smart Delays & Scheduling

Schedule messages for business hours only, specific days of the week, or optimal AI-predicted response windows.

Custom Workflow Builder

Build from scratch or start from a template. Add unlimited steps, conditions, delays, and actions with full control.

Start Today

Ready to Close
More Deals?

Stop doing manually what IRIS can automate. Build your first workflow in minutes and watch your pipeline work itself.