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What are Workflows?

Workflows are automated sequences that trigger when someone submits your form. They let you connect OrbitForms 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 Workflows

Go to Workflows in the dashboard sidebar
2

Create a workflow

Click New Workflow (or Create Workflow on the empty state)
3

Add nodes

Add a trigger, then add nodes to build your automation sequence
4

Configure nodes

Configure each node with your settings
5

Activate

Click Activate to set the workflow live

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Workflow Node Types

Trigger

Starts the workflow — on form submission, abandoned form, or meeting booked

AI Agent

Classify leads into qualification buckets or summarize responses using AI

Lead Scoring

Score leads with rule-based criteria

Filter

Only continue if conditions are met

Router

Branch submissions down different paths based on responses

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
  • 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