Node Types
Workflows

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.

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.

Enrich Data

Add company and contact information to your submissions.

Clay

Clay

Requires connection

Enrich submissions with company data, firmographics, and contact information from Clay.

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

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

Slack

Requires connection

Send notifications to Slack channels when forms are submitted.

Configuration

Connect Slack and select a channel. Customize the message format.

HubSpot

HubSpot

Requires connection

Create or update contacts in HubSpot CRM.

Configuration

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

Salesforce

Salesforce

Requires connection

Sync leads and contacts to Salesforce CRM.

Configuration

Connect Salesforce and map form fields to lead or contact fields.

Close CRM

Close CRM

Requires connection

Create leads and contacts in Close CRM.

Configuration

Connect Close and configure lead creation settings.

ActiveCampaign

ActiveCampaign

Requires connection

Add contacts to ActiveCampaign and trigger automations.

Configuration

Connect ActiveCampaign, select lists, and apply tags.

Mailchimp

Mailchimp

Requires connection

Add subscribers to Mailchimp audiences.

Configuration

Connect Mailchimp, select an audience, and configure merge fields.

Google Sheets

Google Sheets

Requires connection

Add rows to a Google Sheets spreadsheet.

Configuration

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

Airtable

Airtable

Requires connection

Add records to an Airtable base.

Configuration

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

Notion

Notion

Requires connection

Add pages to a Notion database.

Configuration

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

Intercom

Intercom

Requires connection

Create contacts and conversations in Intercom.

Configuration

Connect Intercom and configure contact creation settings.

Pipedrive

Pipedrive

Requires connection

Create persons and deals in Pipedrive CRM.

Configuration

Connect Pipedrive and configure person/deal creation.

Attio

Attio

Requires connection

Sync contacts and companies to Attio CRM.

Configuration

Connect Attio and map form fields to attributes.

Cometly

Cometly

Requires connection

Track conversions and attribution data in Cometly.

Configuration

Connect Cometly and configure conversion event settings.

Connecting Integrations

Nodes marked "Requires connection" need you to connect the integration first. Go to Settings → Integrations to connect your accounts. The workflow will show a warning if a required integration isn't connected.

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Workflow Node Types - Triggers, Actions & More | Orbit AI | Orbit AI