Node Types

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Triggers

Events that start your workflow. Every workflow needs exactly one trigger.

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Form Submission

Triggers the workflow when a form is submitted. Select which form to connect. Configuration: Select the form that should trigger this workflow. Only one trigger is allowed per workflow.

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Form Abandoned

Triggers the workflow when a form is abandoned after an email address was captured. Use this to run partial-submission follow-up, like sending a reminder email or notifying sales. Business plan only. Configuration: Select the form to watch. The partial data entered before abandonment is available to downstream nodes.

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Meeting Booked

Triggers the workflow when a meeting is booked through a scheduling page. Use this to automate post-booking actions like CRM syncing, notifications, or lead qualification. Pro plan or higher. Configuration: No additional configuration needed — the trigger fires for all meeting bookings on your team. Available fields:

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Meeting Outcome

Triggers the workflow when a meeting outcome is set on a meeting (e.g. Live Call, No Show). Outcomes are managed in Settings → Meetings. Pro plan or higher. Configuration: No additional configuration needed — the trigger fires whenever an outcome is recorded for a meeting on your team. Available fields:

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Logic & Flow

Control how data flows through your workflow based on conditions.

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Filter

Continue only if conditions match. Use this to process only certain submissions. Configuration: Set conditions using form field values, enrichment data, or AI outputs. Submissions that don’t match are stopped.

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Router

Split data into different paths based on conditions. Each path can lead to different destinations. Configuration: Create multiple routes with their own conditions. Connect each route output to different destination nodes.

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Delay

Wait a specified amount of time before continuing. Useful for follow-up sequences. Configuration: Set the delay duration in minutes, hours, or days.

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Lead Scoring

Calculate numeric lead scores using rule-based criteria. No AI credits consumed. Configuration: Define scoring rules that award points when conditions are met (e.g., “If Company Size > 100, add 20 points”). Set an optional qualification threshold — leads scoring at or above it are marked as qualified. Results are available to downstream nodes as lead_score and score_qualified, and in email templates as {{enrichment.lead_score}} and {{enrichment.score_qualified}}. Business plan only.

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Enrich Data

Add company and contact information to your submissions.

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Clay

Enrich submissions with company data, firmographics, and contact information from Clay. Requires connection. Configuration: Connect your Clay account. The enrichment data will be available to downstream nodes via {{enrichment.fieldName}} variables.

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AI Processing

Use AI to analyze, qualify, and process your submissions.

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SDR Agent

Classify leads into qualification buckets with AI. Get human-readable reasoning and recommended next actions. Configuration: Define your ICP description, customize the qualification buckets (Qualified and Not Qualified by default, with optional templates like High-Intent ICP Match and Potential Future Fit), and add optional field-based auto-disqualify rules that skip AI processing for obvious non-fits. Access results via {{agent.bucket}}, {{agent.primary_reasons}}, {{agent.recommended_action}}. Note: Add an enrichment step before this node if you want company data.

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Summarizer

Generate AI summaries of form submissions. Great for long-form responses. Configuration: Customize the summary prompt and length. Access the summary via {{agent.summary}}.

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Automations

Manage contacts and enrollments directly from the workflow.

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Set Contact Owner

Assign an owner to the contact, either a specific teammate or via round robin across a group of teammates. Configuration: Choose the assignment mode (specific user or round robin) and the teammates to assign from. Round robin can assign the member who has gone the longest without a lead, at random, or by equal distribution.

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Tag Contact

Add or remove tags on the contact. Requires the Pro plan or higher. Configuration: Choose whether to add or remove, then select one or more tags.

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Update Contact

Set contact fields (name, phone, company, job title, status) manually or from prior workflow steps. See the Update Contact guide for details.

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Add to Sequence

Enroll the contact in an email sequence for automated outreach. Configuration: Select the sequence and the sender email account, or send as the contact’s owner with a fallback account.

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Destinations

Send your form data to external tools and services.

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Email Notification

Send email alerts to your team when forms are submitted. Configuration: Configure recipients, subject, and message. Use template variables like {{field.email}} and {{agent.summary}}.

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Webhook

Send form data to any URL via HTTP request. Perfect for custom integrations. Configuration: Enter the webhook URL and optionally choose the HTTP method (POST by default), add custom headers, and choose between sending all fields or only selected fields.

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Slack

Send notifications to Slack channels when forms are submitted. Requires connection. Configuration: Connect Slack and select a channel. Choose whether to include all submission fields or only selected fields in the message, and whether to include a link to the submission.

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HubSpot

Create or update contacts in HubSpot CRM. Requires connection. Configuration: Connect HubSpot and map form fields to contact properties. Optionally create notes, sync companies, and sync the Orbit contact owner to the HubSpot contact owner.

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Salesforce (Coming Soon)

Salesforce CRM sync is in development and not yet available to add to workflows.

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Close CRM

Create leads and contacts in Close CRM. Requires connection. Configuration: Connect Close and configure lead creation settings.

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ActiveCampaign

Add contacts to ActiveCampaign and trigger automations. Requires connection. Configuration: Connect ActiveCampaign, select lists, and apply tags.

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Mailchimp

Add subscribers to Mailchimp audiences. Requires connection. Configuration: Connect Mailchimp, select an audience, and configure merge fields.

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Google Sheets

Add rows to a Google Sheets spreadsheet. Requires connection. Configuration: Connect Google and select a spreadsheet. Map form fields to columns.

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Airtable

Add records to an Airtable base. Requires connection. Configuration: Connect Airtable and select a base/table. Map form fields to columns.

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Notion

Add pages to a Notion database. Requires connection. Configuration: Connect Notion and select a database. Map form fields to properties.

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Pipedrive (Coming Soon)

Pipedrive CRM sync is in development and not yet available to add to workflows.

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Attio

Sync contacts and companies to Attio CRM. Requires connection. Configuration: Connect Attio and map form fields to attributes.

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Cometly

Track conversions and attribution data in Cometly. Requires connection. Configuration: Connect Cometly and configure conversion event settings.

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Instantly

Update the lead in Instantly (set interest status such as Meeting Booked or No Show, write custom variables) or add them to a campaign. Works with form, meeting booked, and meeting outcome triggers. Requires connection. Configuration: Connect Instantly, choose Update lead or Add to campaign, map the Email field, and optionally map other lead fields or custom variables. See the Instantly integration guide.

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Instantly Lookup (enrichment)

Looks up the lead’s email in your Instantly workspace and adds instantly_* fields — whether they were found, which campaign, interest status, and whether they opened, clicked, or replied — for Filters, Routers, and later steps. Requires connection.

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Next Steps