> ## 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 your form data processing with powerful workflows. Enrich submissions, qualify leads with AI, and send data to your favorite tools.

## What are Workflows?

Workflows let you automate what happens after someone submits your form. Instead of manually processing each submission, you can set up a sequence of actions that run automatically—like enriching contact data, qualifying leads with AI, and syncing to your CRM.

**Example workflow:**

1. **Form submitted** — A new submission triggers the workflow
2. **Enrich with Clay** — Company data is added automatically
3. **Qualify with AI** — The SDR Agent classifies the lead
4. **Send to HubSpot** — The enriched, qualified lead is synced to your CRM

## Key Capabilities

<CardGroup cols={2}>
  <Card title="Form Triggers" icon="file-text">
    Automatically run workflows when forms are submitted
  </Card>

  <Card title="Inbound Webhooks" icon="arrow-right-to-bracket" href="/developers/webhooks/inbound-trigger">
    Send data from external systems into a workflow via signed webhook
  </Card>

  <Card title="Data Enrichment" icon="sparkles">
    Enrich contacts with company data from Clay
  </Card>

  <Card title="AI Processing" icon="user-check">
    Classify and qualify leads with AI agents
  </Card>

  <Card title="Smart Routing" icon="git-branch">
    Filter and route data based on conditions
  </Card>
</CardGroup>

<Card title="15+ Destinations" icon="send">
  Send data to HubSpot, Salesforce, Slack, Google Sheets, Airtable, Notion, and more
</Card>

## Plan Availability

Workflow features vary by plan.

| Plan     | Workflows   | Features                                |
| -------- | ----------- | --------------------------------------- |
| Free     | 1 workflow  | Email notifications only                |
| Pro      | 3 workflows | + CRM integrations, enrichment, routing |
| Business | Unlimited   | + AI agents, 100 AI credits/month       |

***

## Learn More

<CardGroup cols={2}>
  <Card title="Creating Workflows" icon="file-text" href="/guides/workflows/creating">
    Step-by-step guide to building your first workflow
  </Card>

  <Card title="Node Types" icon="layers" href="/guides/workflows/nodes">
    All available triggers, actions, and integrations
  </Card>

  <Card title="Email Notifications" icon="bell" href="/guides/workflows/email-notifications">
    Send email alerts with dynamic content
  </Card>

  <Card title="Run History" icon="bar-chart-3" href="/guides/workflows/run-history">
    Monitor and debug your workflow runs
  </Card>
</CardGroup>