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Zapier

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Zapier lets you connect Orbit AI forms to thousands of apps without writing any code. When someone submits a form, Zapier automatically sends that data to other apps like Google Sheets, Slack, Mailchimp, or your CRM. This guide shows you how to set up your first Zap.

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Overview

Here’s the idea in plain terms:
  • You create a Zap in Zapier with Orbit AI as the trigger.
  • When someone submits a form, Zapier receives the data instantly.
  • Zapier then sends that data to your chosen destination apps (CRMs, spreadsheets, email tools, etc.).
  • You can add filters, transformations, and multiple actions in a single Zap.

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Why This Matters

Zapier gives you flexibility to connect to apps we don’t have native integrations for. With 5,000+ supported apps, you can automate almost any workflow — from adding leads to your CRM to sending welcome emails to notifying your team in Slack.

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Step 1: Get Your API Key

First, you’ll need your Orbit AI API key to connect Zapier to your account. What to do:
  1. Log in to Orbit AI and go to Settings.
  2. Click on Developer Settings or API Keys.
  3. Copy your API key — you’ll need this when connecting Zapier.
What this does:
  • Allows Zapier to securely access your form submissions.
  • Your API key is unique to your team and should be kept private.

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Step 2: Create a Zap

Now you’ll create a Zap in Zapier with Orbit AI as the trigger. → Orbit AI on Zapier What to do in Zapier:
  1. Go to zapier.com and log in (or create a free account).
  2. Click Create Zap or + Create.
  3. Search for Orbit AI or Orbit Forms as your trigger app.
  4. Select New Form Submission as the trigger event.
  5. Click Connect and paste your API key when prompted.

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Step 3: Select Your Form

Choose which form should trigger this Zap and test the connection. What to do:
  1. Select the form you want to use from the dropdown.
  2. Click Test Trigger to pull in sample data.
  3. Verify that your form fields appear in the test data.
If no test data appears, submit a test entry on your form first. Zapier needs at least one submission to display available fields.

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Step 4: Add an Action

Now add an action to send your form data to another app. What to do:
  1. Click the + to add an action step.
  2. Search for and select your destination app (e.g., Google Sheets, Slack, HubSpot).
  3. Choose an action event (e.g., “Create Spreadsheet Row” or “Send Channel Message”).
  4. Connect your account for that app.
  5. Map your form fields to the destination fields.
What this does:
  • Every form submission triggers the action in your destination app.
  • You can add multiple actions in a single Zap for complex workflows.

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Step 5: Test and Publish

Test your Zap to make sure everything works, then turn it on. Test checklist:
  1. Click Test step on your action to verify it works.
  2. Check your destination app to confirm the data arrived correctly.
  3. Click Publish to turn on your Zap.
  4. Submit a real form entry to confirm the full flow works.
That’s it! Your Zap is now active. Every form submission will automatically trigger your workflow. Check Zapier’s Task History to monitor runs.

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Native Integrations vs. Zapier

We offer native integrations for popular apps. Use native integrations when available for faster sync and no extra costs.

Use Native Integrations for:

  • HubSpot, Salesforce, Slack, Google Sheets
  • Faster sync (no Zapier polling delay)
  • No Zapier task limits or extra costs

Use Zapier for:

  • Apps we don’t have native integrations for
  • Complex multi-step workflows
  • Connecting to niche or custom tools

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Common Issues and Fixes

  • Make sure your Zap is turned on (check the toggle).
  • Verify the form is correctly selected in the trigger.
  • Check Zapier’s Task History to see if submissions are received.
  • Submit a test form first — Zapier needs sample data to display fields.
  • Click “Test Trigger” again to refresh the available fields.
  • Check the error message in Zapier’s Task History.
  • Common causes: missing required fields, expired credentials, or rate limits.
  • Try re-connecting your destination app account.
  • Free Zapier plans poll every 15 minutes.
  • Upgrade to a paid Zapier plan for 1-2 minute polling.
  • For instant triggers, consider using our native integrations or webhooks.

Webhooks

Send form data to any endpoint
https://mintlify.s3.us-west-1.amazonaws.com/orbitai-d647f397/_images/integrations/hubspot.svg

HubSpot Integration

Connect to HubSpot CRM
https://mintcdn.com/orbitai-d647f397/xAyOn7AVz_trk1Dg/_images/integrations/slack.svg?fit=max&auto=format&n=xAyOn7AVz_trk1Dg&q=85&s=ae402e2090167dd1ffd5e3209d371108

Slack Integration

Send notifications to Slack

All Integrations

Browse all available integrations