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What are Workflows?

Workflows are automated sequences that trigger when someone submits your form. They let you connect Orbit AI to your other tools and automate repetitive tasks.

Automatic

Runs on every submission

Conditional

Route based on responses

AI-Powered

Qualify leads with AI

Connected

15+ native integrations

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Creating a Workflow

1

Open the Workflows tab

Open any form and click the Workflows tab
2

Create or edit a workflow

Click Create Workflow or edit an existing one
3

Add nodes

Add nodes to build your automation sequence
4

Configure nodes

Configure each node with your settings
5

Activate

Toggle the workflow On to activate it

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Workflow Node Types

Trigger

Starts the workflow when a form is submitted

AI Agent

Classify leads into qualification buckets using AI

Filter

Only continue if conditions are met

Delay

Wait a specified time before continuing

Destination

Send data to CRMs, Slack, email, webhooks, etc.

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Available Destinations

Send your form data to any of these connected apps:
  • HubSpot
  • Salesforce
  • Pipedrive
  • Close
  • Attio
  • Slack
  • Email
  • Webhooks
  • Airtable
  • Google Sheets
  • Notion
  • Mailchimp
  • ActiveCampaign
  • Intercom
  • Zapier

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Example Use Cases

Classify leads with AI, then route high-intent leads to your CRM and notify sales on Slack
Add subscribers to Mailchimp and send a welcome email automatically
Create tickets in your helpdesk and notify the support team
Store applications in Airtable and send confirmation emails

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Learn More