Orders and invoices
Orders from the shop land in accounting automatically, payments are reconciled.
Service · Workflow automation
Systems thattalk to each other.
Not every process needs artificial intelligence. Where fixed rules are enough, we connect your systems so that data flows automatically and processes start on their own. Quick to implement and low running costs.
✓Shop, CRM, accounting and more✓Monitored and maintained
How it worksHow a chain
How a chain
is put together.
Four building blocks that every process has.
1Trigger
An event starts the chain: a new order, an incoming file or a fixed time of day.
2Connection
The data is collected where the system provides it, through its programming interface. No rebuilding of screens, no second-hand logins.
3Translation
Every system expects its own form. Fields are mapped, formats aligned and mandatory details checked before the hand-over.
4Hand-over
The record is created or updated in the target system, with a log of every step.
What happens when a system cannot be reached
The step is repeated automatically until it goes through. If it stays stuck, the transaction is held back and you get a notice, instead of an order quietly going missing. Every run can be traced with a time stamp, and a transaction is never posted twice.
Typical workflowsWhat can run automatically
What can run automatically
without AI.
Many everyday tasks always follow the same pattern. A workflow takes such processes over and does not pause.
Enquiries and customer data
Contact forms, emails and appointments are sorted into the CRM, customer data stays up to date everywhere.
Quotes and orders
An enquiry becomes a quote, an order and an invoice without entering data twice.
Warehouse and stock
Stock levels stay in sync across shop, marketplaces and warehouse.
Shipping and customer information
Shipping labels, tracking emails and status updates are created without anyone lifting a finger.
Data and reports
Exports, analyses and reports are generated and sent on schedule.
Notifications and approvals
The right people learn in good time what needs doing and approve with a single click.
Onboarding and internal processes
New employees, customers or suppliers are set up step by step, including access rights and documents.
Keeping data in sync between systems
Customer, product and price data is maintained in one place and updated everywhere.
OverviewWhen is a workflow enough,
When is a workflow enough,
when do you need AI?
Workflow without AI
A workflow is enough when …
- the inputs always have the same structure
- the rules can be stated clearly
- no interpretation of content is needed
- speed and low running costs matter
AI Automation thinks along
AI comes in when …
- content is unstructured, such as PDFs or emails
- judgement or weighing up is required
- texts, translations or images are produced
- exceptions are frequent
The combination is often the strongest: The workflow controls the process, the AI handles the special cases. More on AI automation →
IntegrationsWhat we
What we
connect.
In principle, almost any application can be integrated, provided data access and process logic can be clearly defined. Commonly used are shop systems such as Shopify and WooCommerce, the accounting software bexio, and CRM, email and calendar systems.
Systems and tools
Shopify
WooCommerce
Meta
Make
SupabaseAPIs, webhooks, exports and databasesIn operationStable,
Stable,
even when something goes wrong.
Errors are caught
If an interface does not respond, the workflow retries the step or sends a targeted alert.
Fully logged
Every run is traceable. You can see at any time what happened and when.
Monitored and maintained
We keep an eye on the processes and adapt them when systems or procedures change.
FAQ
Frequently asked questions.
The most important answers at a glance.
What is workflow automation?
A workflow connects systems according to fixed rules: an event such as an order or a form submission automatically triggers the next steps, for example an invoice in the accounting system or an entry in the CRM.
Which systems can be connected?
Shop systems such as Shopify and WooCommerce, the accounting software bexio, CRM, email and calendar systems, and almost any application with an API, webhook, export or database access.
When do you need AI instead of a workflow?
As soon as content is unstructured, judgement is required or exceptions are frequent. We often combine both: the workflow controls the process, the AI handles the special cases.
Who takes care of operations?
We do. The workflows are monitored, errors are caught and the workflows are adapted when your systems change.
What happens if an interface goes down?
The process waits and tries again instead of stopping. Anything that still does not go through after several attempts stays in a queue and lands on an exception list you are notified about. Nothing is lost, and nothing is booked twice once the system is reachable again.
Does the QR deadline of 20 November 2026 affect us?
If you create invoices with a QR code or trigger payment orders, yes. Since 22 November 2025 only structured addresses are allowed in newly created QR codes, meaning street, house number, postcode and town in separate fields. For payments there is a transition period until the SIC release of 20 November 2026, after which banks reject payments with unstructured addresses. If your shop stores addresses as free text, we split them cleanly before they reach your accounting.
What happens to our data?
Only what the individual process needs is transferred, and no more. On request the connection runs in your own accounts, so credentials and data stay with you. As a processor we work under a contract based on Swiss data protection law, and every transfer is logged.
Will we depend on core.iq afterwards?
No. On request the connection runs in your own accounts, you receive the access details and documentation of what happens where. Support is cancellable monthly, and the processes keep running even if you no longer have us look after them.
What if we change a system later?
We build the processes decoupled instead of stitching two programs together. If you later change your accounting package or your shop, only the part that talks to the old system is replaced. The rules in between stay as they are.
How long does a connection take?
A first, clearly defined connection usually runs within a few days. We deliberately start with one process, so you can judge from the result whether the next one is worth it instead of waiting months for a large project.
What does workflow automation cost at core.iq?
We work at a fixed price per connection and per process instead of by the hour. Ongoing support is optional and cancellable monthly. The binding quote follows after a short look at your systems.
First contactLet us talk about
Let us talk about
your processes.
Which processes repeat themselves every day in your business? We show you which of them a workflow can take over and how much time that saves.
✓Which of your processes can be automated
✓What effort and what timeframe are behind it
✓What the first step delivers, before you invest
✓Directly with a developer, not with sales
Write to us →