Something changed?Automation triggered.
Automations that enrich, qualify, route and update your records. Start them on a form, a booking, any record change, a won deal, a completed call or a schedule.
Builder
Visual workflow builder. Drag, drop, connect.
Build complex automations without code.
Triggers
Start on anything that happens. Forms, records, activity or a schedule.
One trigger per workflow, narrowed to the form, pipeline, field, task type or call outcome you care about. Choose whether a record can start it once or every time, and whether changes made by people, the API, imports or other workflows count.
Forms and bookings
Start when a Standard form or a Flow is submitted, when a meeting is booked, or when a meeting outcome is recorded.
Record changes
Start when a contact, company or deal is created, a field changes from one value to another, a deal changes stage or is won or lost, a tag is added, a contact joins a list, or a lead score changes.
Activity and schedules
Start when a task of a given type is completed, when a call ends with a given outcome, or on a daily, weekly or monthly schedule against a saved contacts or companies view.
Nodes
Every building block. Every flow.
From triggers to destinations, craft any automation flow.
Form submitted
Standard forms and Flows
Meeting booked
From any booking page
Meeting outcome
When an outcome is recorded
Record created
Contact, company or deal
Field changed
With from and to conditions
Deal stage changed
By pipeline and stage
Deal won
When a deal closes won
Deal lost
When a deal is marked lost
Task completed
By task type
Call completed
By call outcome
Tag added
On a contact, company or deal
Added to list
When a contact joins a list
Lead score changed
When the score moves
Schedule
Daily, weekly or monthly against a saved view
Clay
Enrich leads with company data
Email Verification
Verify with NeverBounce, ZeroBounce
SDR Agent
Classify leads into qualification buckets
Custom AI
Run custom prompts on data
Filter
Continue only if conditions match
Router
Split into multiple paths
Delay
Wait before continuing
Lead Scoring
Rule-based scoring (no AI credits)
Create deal, task or note
On the record that started the run
Update deal
Fields, stage or lost reason
Create or update company
A new company, or changes to one
Link records
Contact to company, deal to contact or company
Rotate owner
Round robin across your team
Complete task
Marks the open task done
Add product to deal
A line item on the deal
Enroll in sequence
Starts the sequence for the contact
Add to list
A static contact or company list
Outreach & attribution
Instantly, Cometly, Clay
Notifications
Email, Slack, Webhooks
Databases
Airtable, Google Sheets, Notion
Marketing
ActiveCampaign, Mailchimp
Automation
Zapier webhooks
Connect to your stack
Capabilities
Power for any pipeline.
Every run is logged step by step. A step that finds no record or is refused by a pipeline rule is skipped, with the reason in run history. Workflows sit in folders, so each team keeps its own.
Real-time Execution
Runs start the moment the trigger fires
Conditional Branching
Route leads based on any field or bucket
Delays & Scheduling
Wait minutes, hours, or days before next step
Smart Filters
Only continue if conditions are met
AI-Powered Agents
Classify leads and extract insights automatically
Multi-Object Sync
Sync to Contacts, Companies, and more
FAQ
Frequently asked questions.
How lead routing works in Orbit and what you can automate after a submission.
Stop copying data manually.
A form, a booking, a stage change or a schedule can run your whole pipeline. Set it up once and let it run.
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