> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 OrbitForms to your other tools and automate repetitive tasks.

> [card] Automatic
>
> Runs on every submission

> [card] Conditional
>
> Route based on responses

> [card] AI-Powered
>
> Qualify leads with AI

> [card] Connected
>
> 15+ native integrations

## Creating a Workflow

**1. Open Workflows**

Go to **Workflows** in the dashboard sidebar

**2. Create a workflow**

Click **New Workflow** (or **Create Workflow** on the empty state)

**3. Add nodes**

Add a trigger, then add nodes to build your automation sequence

**4. Configure nodes**

Configure each node with your settings

**5. Activate**

Click **Activate** to set the workflow live

## Workflow Node Types

> [card] Trigger
>
> Starts the workflow — on form submission, abandoned form, or meeting booked

> [card] AI Agent
>
> Classify leads into qualification buckets or summarize responses using AI

> [card] Lead Scoring
>
> Score leads with rule-based criteria

> [card] Filter
>
> Only continue if conditions are met

> [card] Router
>
> Branch submissions down different paths based on responses

> [card] Delay
>
> Wait a specified time before continuing

> [card] Destination
>
> Send data to CRMs, Slack, email, webhooks, etc.

## Available Destinations

Send your form data to any of these connected apps:

* HubSpot

* Salesforce

* Pipedrive

* Close

* Attio

* Slack

* Email

* Webhooks

* Airtable

* Google Sheets

* Notion

* Mailchimp

* ActiveCampaign

* Zapier

## Example Use Cases

> [accordion] Lead Routing
>
> Classify leads with AI, then route high-intent leads to your CRM and notify sales on Slack

> [accordion] Newsletter Signup
>
> Add subscribers to Mailchimp and send a welcome email automatically

> [accordion] Support Tickets
>
> Create tickets in your helpdesk and notify the support team

> [accordion] Application Tracking
>
> Store applications in Airtable and send confirmation emails

## Learn More

* [Integrations documentation](https://docs.useorbitcrm.ai/getting-started/integrations.md)
* [See all workflow features](https://docs.useorbitcrm.ai/getting-started/webhooks.md)


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