> ## 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.

# Node Types

> Explore all available nodes you can use to build powerful workflows.

## Triggers

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

### 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.

### 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.

**Configuration:** No additional configuration needed — the trigger fires for all meeting bookings on your team.

**Available fields:**

| Field              | Description                                                                      |
| ------------------ | -------------------------------------------------------------------------------- |
| Attendee name      | Name of the person who booked the meeting                                        |
| Attendee email     | Email of the person who booked the meeting                                       |
| Meeting type       | The meeting type (e.g. Product Demo, Customer Help)                              |
| Meeting link       | Video conferencing link (Zoom, Google Meet, etc.)                                |
| Start time         | Meeting start time (ISO 8601)                                                    |
| End time           | Meeting end time (ISO 8601)                                                      |
| Timezone           | The attendee's timezone                                                          |
| Scheduling page ID | The ID of the scheduling page (find this in your scheduling page's Settings tab) |
| Event type ID      | The event type ID                                                                |
| Host name          | The name of the meeting host                                                     |
| Meeting ID         | Unique meeting identifier                                                        |
| Contact ID         | The associated contact record ID                                                 |

<Tip>
  Use the **Scheduling Page ID** field with a Filter node to trigger workflows only for specific scheduling pages. You can find the page ID on the **Settings** tab of your scheduling page.
</Tip>

### Meeting Completed

Triggers the workflow after a meeting finishes and notes have been processed.

**Configuration:** No additional configuration needed — the trigger fires when meeting processing completes.

**Available fields:**

| Field              | Description                                               |
| ------------------ | --------------------------------------------------------- |
| Meeting ID         | Unique meeting identifier                                 |
| Attendee name      | Name of the meeting attendee                              |
| Attendee email     | Email of the meeting attendee                             |
| Contact ID         | The associated contact record ID                          |
| Summary            | AI-generated meeting summary                              |
| Sentiment          | Meeting sentiment (positive, neutral, negative, or mixed) |
| Action items       | Action items extracted from the meeting                   |
| Duration (minutes) | How long the meeting lasted                               |
| Completed at       | When the meeting finished processing                      |

***

## Logic & Flow

Control how data flows through your workflow based on conditions.

### 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.

### 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.

### Delay

Wait a specified amount of time before continuing. Useful for follow-up sequences.

**Configuration:** Set the delay duration in minutes, hours, or days.

### 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 a qualification threshold. Leads meeting or exceeding the threshold are marked as qualified. Access results via `{{scoring.lead_score}}`, `{{scoring.qualified}}`. Business plan only.

<Note>
  Lead Scoring is available on the **Business** plan only.
</Note>

***

## Enrich Data

Add company and contact information to your submissions.

### 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.

***

## AI Processing

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

### SDR Agent

Classify leads into qualification buckets with AI. Get human-readable reasoning and recommended next actions.

**Configuration:** Define your ICP description and optional disqualifiers. The AI classifies each lead into buckets (High-Intent ICP Match, Good ICP, Potential Future Fit, Wrong ICP, Disqualified). Access results via `{{agent.bucket}}`, `{{agent.reasoning}}`, `{{agent.recommended_action}}`. Note: Add an enrichment step before this node if you want company data.

### 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}}`.

***

## Destinations

Send your form data to external tools and services.

### 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}}`.

### Webhook

Send form data to any URL via HTTP POST. Perfect for custom integrations.

**Configuration:** Enter the webhook URL. Optionally customize headers and the JSON payload.

### Slack

Send notifications to Slack channels when forms are submitted. *Requires connection.*

**Configuration:** Connect Slack and select a channel. Customize the message format.

### HubSpot

Create or update contacts in HubSpot CRM. *Requires connection.*

**Configuration:** Connect HubSpot and map form fields to contact properties. Optionally create deals.

### Salesforce

Sync leads and contacts to Salesforce CRM. *Requires connection.*

**Configuration:** Connect Salesforce and map form fields to lead or contact fields.

### Close CRM

Create leads and contacts in Close CRM. *Requires connection.*

**Configuration:** Connect Close and configure lead creation settings.

### ActiveCampaign

Add contacts to ActiveCampaign and trigger automations. *Requires connection.*

**Configuration:** Connect ActiveCampaign, select lists, and apply tags.

### Mailchimp

Add subscribers to Mailchimp audiences. *Requires connection.*

**Configuration:** Connect Mailchimp, select an audience, and configure merge fields.

### Google Sheets

Add rows to a Google Sheets spreadsheet. *Requires connection.*

**Configuration:** Connect Google and select a spreadsheet. Map form fields to columns.

### Airtable

Add records to an Airtable base. *Requires connection.*

**Configuration:** Connect Airtable and select a base/table. Map form fields to columns.

### Notion

Add pages to a Notion database. *Requires connection.*

**Configuration:** Connect Notion and select a database. Map form fields to properties.

### Pipedrive

Create persons and deals in Pipedrive CRM. *Requires connection.*

**Configuration:** Connect Pipedrive and configure person/deal creation.

### Attio

Sync contacts and companies to Attio CRM. *Requires connection.*

**Configuration:** Connect Attio and map form fields to attributes.

### Cometly

Track conversions and attribution data in Cometly. *Requires connection.*

**Configuration:** Connect Cometly and configure conversion event settings.

***

<Info>
  **Connecting Integrations**

  Nodes marked "Requires connection" need you to connect the integration first. Go to [Settings → Integrations](/integrations) to connect your accounts. The workflow will show a warning if a required integration isn't connected.
</Info>

## Next Steps

<CardGroup cols={2}>
  <Card title="Email Notifications" icon="envelope" href="/guides/workflows/email-notifications">
    Set up email alerts with variables
  </Card>

  <Card title="Integration Guides" icon="plug" href="https://orbitforms.ai/integration-guides">
    Connect your CRMs and tools
  </Card>
</CardGroup>