> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Automate what happens after a form submission. Route data to CRMs, send notifications, enrich leads, and more — all without code.

## 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.

<CardGroup cols={2}>
  <Card title="Automatic" icon="bolt">
    Runs on every submission
  </Card>

  <Card title="Conditional" icon="code-branch">
    Route based on responses
  </Card>

  <Card title="AI-Powered" icon="robot">
    Qualify leads with AI
  </Card>

  <Card title="Connected" icon="plug">
    15+ native integrations
  </Card>
</CardGroup>

## Creating a Workflow

<Steps>
  <Step title="Open the Workflows tab">
    Open any form and click the **Workflows** tab
  </Step>

  <Step title="Create or edit a workflow">
    Click **Create Workflow** or edit an existing one
  </Step>

  <Step title="Add nodes">
    Add nodes to build your automation sequence
  </Step>

  <Step title="Configure nodes">
    Configure each node with your settings
  </Step>

  <Step title="Activate">
    Toggle the workflow **On** to activate it
  </Step>
</Steps>

## Workflow Node Types

<CardGroup cols={1}>
  <Card title="Trigger" icon="play">
    Starts the workflow when a form is submitted
  </Card>

  <Card title="AI Agent" icon="robot">
    Classify leads into qualification buckets using AI
  </Card>

  <Card title="Filter" icon="filter">
    Only continue if conditions are met
  </Card>

  <Card title="Delay" icon="clock">
    Wait a specified time before continuing
  </Card>

  <Card title="Destination" icon="paper-plane">
    Send data to CRMs, Slack, email, webhooks, etc.
  </Card>
</CardGroup>

## 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

## Example Use Cases

<AccordionGroup>
  <Accordion title="Lead Routing">
    Classify leads with AI, then route high-intent leads to your CRM and notify sales on Slack
  </Accordion>

  <Accordion title="Newsletter Signup">
    Add subscribers to Mailchimp and send a welcome email automatically
  </Accordion>

  <Accordion title="Support Tickets">
    Create tickets in your helpdesk and notify the support team
  </Accordion>

  <Accordion title="Application Tracking">
    Store applications in Airtable and send confirmation emails
  </Accordion>
</AccordionGroup>

## Learn More

* [Integrations documentation](/getting-started/integrations)
* [See all workflow features](/getting-started/webhooks)