> ## 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 your form data processing with powerful workflows. Enrich submissions, qualify leads with AI, and send data to your favorite tools.

## What are Workflows?

Workflows let you automate what happens after someone submits your form. Instead of manually processing each submission, you can set up a sequence of actions that run automatically—like enriching contact data, qualifying leads with AI, and syncing to your CRM.

**Example workflow:**

1. **Form submitted** — A new submission triggers the workflow
2. **Enrich with Clay** — Company data is added automatically
3. **Qualify with AI** — The SDR Agent classifies the lead
4. **Send to HubSpot** — The enriched, qualified lead is synced to your CRM

## Key Capabilities

> [card] Form Triggers
>
> Automatically run workflows when forms are submitted

> [card] [Inbound Webhooks](https://docs.useorbitcrm.ai/developers/webhooks/inbound-trigger.md)
>
> Send data from external systems into a workflow via signed webhook

> [card] Data Enrichment
>
> Enrich contacts with company data from Clay

> [card] AI Processing
>
> Classify and qualify leads with AI agents

> [card] Smart Routing
>
> Filter and route data based on conditions

> [card] 15+ Destinations
>
> Send data to HubSpot, Salesforce, Slack, Google Sheets, Airtable, Notion, and more

## Plan Availability

Workflow features vary by plan.

| Plan | Workflows | Features |
| - | - | - |
| Free | 1 workflow | Email notifications only |
| Pro | 3 workflows | + CRM integrations, enrichment, routing |
| Business | Unlimited | + AI agents, 100 AI credits/month |

***

## Learn More

> [card] [Creating Workflows](https://docs.useorbitcrm.ai/guides/workflows/creating.md)
>
> Step-by-step guide to building your first workflow

> [card] [Node Types](https://docs.useorbitcrm.ai/guides/workflows/nodes.md)
>
> All available triggers, actions, and integrations

> [card] [Email Notifications](https://docs.useorbitcrm.ai/guides/workflows/email-notifications.md)
>
> Send email alerts with dynamic content

> [card] [Run History](https://docs.useorbitcrm.ai/guides/workflows/run-history.md)
>
> Monitor and debug your workflow runs


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