Put Your Agency Operations on Autopilot
Eliminate repetitive manual tasks with powerful trigger-and-action rules. Connect project milestones, invoice payments, ticket alerts, and client emails effortlessly.
Visual Rule Builder With Zero Code
Create rules like 'When invoice is marked paid → move project stage to In Production → notify Slack #dev-channel'. Keep teams moving without manual reminders.
- Pre-built automation recipes for agency workflows
- Conditional logic filters (e.g. only if invoice > $2,000)
- Cross-module triggers spanning CRM, tasks, and billing
- Real-time execution log and error monitoring
Workflow studio
New task created
Every matching event continues
Send email
Send Slack message
Smart Client Emails & Slack Alerts
Automatically send welcome sequences when proposals are signed, alert clients when milestone reviews are ready, and notify teams of urgent support tickets.
- Personalized email templates with dynamic merge tags
- Slack and webhook notifications for team channels
- Escalation alerts for overdue tasks and invoices
- Automated review requests after project delivery
Choose an action
Choose what happens next. Actions execute in order.
Send notification
Messages · In-app pushSend email
Messages · Branded templates & merge tagsSend Slack message
Slack · Dedicated channel alertsCreate a task
Tasks · Auto-assign & scheduleUpdate task status
Tasks · Move across kanbanConnect Seamlessly to Any External Tool
Push real-time payload webhooks to custom APIs, Airtable, Make.com, or internal endpoints whenever any workspace event occurs.
- Signed HMAC-SHA256 webhook payloads for enterprise security
- Retry logic with exponential backoff
- Payload testing and inspection console
- Full REST API compatibility
Integrations
Connect third-party tools and services to your workspace.
Stripe
Accept payments for invoices, services, and subscriptions
Slack
Send workspace notifications to your Slack channels
Gmail & email
Turn emails into tasks and tickets from Gmail or by forwarding
AI Connector
Connect Claude, Cursor, and other AI assistants via MCP
Engineered for Agency Scale
Every tool is designed to work in synergy with the entire Eidoncore suite.
Multi-Step Sequences
Chain multiple actions from a single event without writing code.
Auto-Assignment
Round-robin task and ticket allocation among team members.
Scheduled Workflows
Run recurring maintenance jobs and Monday morning status digests.
AI-Assisted Rules
Describe your desired workflow in plain English and let AI build the rule.
Execution History
Inspect full trace logs for every workflow execution and delivery.
Slack & Email Sync
Keep distributed remote teams instantly updated where they already work.
Loved by 500+ Agencies Worldwide
Here's how Eidoncore replaces the tool stack for real agencies, every single day.
“We replaced Trello, HubSpot, and QuickBooks with just Eidoncore. Having our project budgets, client CRM, and invoicing connected in one platform saved us 15+ hours every week and eliminated all context switching.”
Sarah Kim
Operations Lead, Spectra Digital
Frequently Asked Questions
Yes! Eidoncore offers a permanent Free plan with up to 2 team members, 3 clients, 5 projects, and core agency features. No credit card required.
The agency playbook, monthly.
New workflows, fresh integrations, and what we shipped — one email, no fluff.
Ready to Streamline Your Agency?
Join 500+ agencies running their entire client workflow from a single platform. Start your 14-day free PRO trial — no credit card required.