Workflows
Automate what happens after a form submission. Route data to CRMs, send notifications, enrich leads, and more — all without code.
What are Workflows?
Workflows are automated sequences that trigger when someone submits your form. They let you connect Orbit AI to your other tools and automate repetitive tasks.
Automatic
Runs on every submission
Conditional
Route based on responses
AI-Powered
Qualify leads with AI
Connected
15+ native integrations
Creating a Workflow
- Open any form and click the Workflows tab
- Click Create Workflow or edit an existing one
- Add nodes to build your automation sequence
- Configure each node with your settings
- Toggle the workflow On to activate it
Workflow Node Types
Trigger
Starts the workflow when a form is submitted
AI Agent
Score and qualify leads using AI
Filter
Only continue if conditions are met
Delay
Wait a specified time before continuing
Destination
Send data to CRMs, Slack, email, webhooks, etc.
Available Destinations
Send your form data to any of these connected apps:
Example Use Cases
Lead Routing
Score leads with AI, then route high-quality leads to your CRM and notify sales on Slack
Newsletter Signup
Add subscribers to Mailchimp and send a welcome email automatically
Support Tickets
Create tickets in your helpdesk and notify the support team
Application Tracking
Store applications in Airtable and send confirmation emails