> ## 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.

# 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.

### Form Abandoned

Triggers the workflow when a form is abandoned after an email address was captured. Use this to run partial-submission follow-up, like sending a reminder email or notifying sales. *Business plan only.*

**Configuration:** Select the form to watch. The partial data entered before abandonment is available to downstream nodes.

### Meeting Booked

Triggers the workflow when a meeting is booked through a scheduling page. Use this to automate post-booking actions like CRM syncing, notifications, or lead qualification. *Pro plan or higher.*

**Configuration:** No additional configuration needed — the trigger fires for all meeting bookings on your team.

**Available fields:**

| Field | Description |
| - | - |
| Attendee name | Name of the person who booked the meeting |
| Attendee email | Email of the person who booked the meeting |
| Meeting type | The meeting type (e.g. Product Demo, Customer Help) |
| Meeting link | Video conferencing link (Zoom, Google Meet, etc.) |
| Start time | Meeting start time (ISO 8601) |
| End time | Meeting end time (ISO 8601) |
| Timezone | The attendee's timezone |
| Scheduling page ID | The ID of the scheduling page (find this in your scheduling page's Settings tab) |
| Event type ID | The event type ID |
| Host name | The name of the meeting host |
| Meeting ID | Unique meeting identifier |
| Contact ID | The associated contact record ID |

> [!TIP]
>
> Use the **Scheduling Page ID** field with a Filter node to trigger workflows only for specific scheduling pages. You can find the page ID on the **Settings** tab of your scheduling page.

### Meeting Outcome

Triggers the workflow when a meeting outcome is set on a meeting (e.g. Live Call, No Show). Outcomes are managed in Settings → Meetings. *Pro plan or higher.*

**Configuration:** No additional configuration needed — the trigger fires whenever an outcome is recorded for a meeting on your team.

**Available fields:**

| Field | Description |
| - | - |
| Meeting ID | Unique meeting identifier |
| Attendee name | Name of the meeting attendee |
| Attendee email | Email of the meeting attendee |
| Contact ID | The associated contact record ID |
| Outcome name | The outcome that was set (e.g. Live Call, No Show) |
| Outcome set at | When the outcome was recorded |
| Meeting status | Current meeting status |
| Duration (minutes) | Meeting duration in minutes |
| Notes | Meeting notes |
| Host name | The name of the meeting host |
| Host email | The host's email address |
| Scheduling page name | The scheduling page the meeting came from |
| Event type name | The event type that was booked |

***

## 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 an optional qualification threshold — leads scoring at or above it are marked as qualified. Results are available to downstream nodes as `lead_score` and `score_qualified`, and in email templates as `{{enrichment.lead_score}}` and `{{enrichment.score_qualified}}`. Business plan only.

> [!NOTE]
>
> Lead Scoring is available on the **Business** plan only.

***

## Enrich Data

Add company and contact information to your submissions.

### Clay

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

**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, customize the qualification buckets (Qualified and Not Qualified by default, with optional templates like High-Intent ICP Match and Potential Future Fit), and add optional field-based auto-disqualify rules that skip AI processing for obvious non-fits. Access results via `{{agent.bucket}}`, `{{agent.primary_reasons}}`, `{{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}}`.

***

## Automations

Manage contacts and enrollments directly from the workflow.

### Set Contact Owner

Assign an owner to the contact, either a specific teammate or via round robin across a group of teammates.

**Configuration:** Choose the assignment mode (specific user or round robin) and the teammates to assign from. Round robin can assign the member who has gone the longest without a lead, at random, or by equal distribution.

### Tag Contact

Add or remove tags on the contact. *Requires the Pro plan or higher.*

**Configuration:** Choose whether to add or remove, then select one or more tags.

### Update Contact

Set contact fields (name, phone, company, job title, status) manually or from prior workflow steps. See the [Update Contact](https://docs.useorbitcrm.ai/guides/workflows/update-contact.md) guide for details.

### Add to Sequence

Enroll the contact in an email sequence for automated outreach.

**Configuration:** Select the sequence and the sender email account, or send as the contact's owner with a fallback account.

***

## 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

Send form data to any URL via HTTP request. Perfect for custom integrations.

**Configuration:** Enter the webhook URL and optionally choose the HTTP method (POST by default), add custom headers, and choose between sending all fields or only selected fields.

### Slack

Send notifications to Slack channels when forms are submitted. *Requires connection.*

**Configuration:** Connect Slack and select a channel. Choose whether to include all submission fields or only selected fields in the message, and whether to include a link to the submission.

### HubSpot

Create or update contacts in HubSpot CRM. *Requires connection.*

**Configuration:** Connect HubSpot and map form fields to contact properties. Optionally create notes, sync companies, and sync the Orbit contact owner to the HubSpot contact owner.

### Salesforce *(Coming Soon)*

Salesforce CRM sync is in development and not yet available to add to workflows.

### Close CRM

Create leads and contacts in Close CRM. *Requires connection.*

**Configuration:** Connect Close and configure lead creation settings.

### ActiveCampaign

Add contacts to ActiveCampaign and trigger automations. *Requires connection.*

**Configuration:** Connect ActiveCampaign, select lists, and apply tags.

### Mailchimp

Add subscribers to Mailchimp audiences. *Requires connection.*

**Configuration:** Connect Mailchimp, select an audience, and configure merge fields.

### Google Sheets

Add rows to a Google Sheets spreadsheet. *Requires connection.*

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

### Airtable

Add records to an Airtable base. *Requires connection.*

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

### Notion

Add pages to a Notion database. *Requires connection.*

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

### Pipedrive *(Coming Soon)*

Pipedrive CRM sync is in development and not yet available to add to workflows.

### Attio

Sync contacts and companies to Attio CRM. *Requires connection.*

**Configuration:** Connect Attio and map form fields to attributes.

### Cometly

Track conversions and attribution data in Cometly. *Requires connection.*

**Configuration:** Connect Cometly and configure conversion event settings.

### Instantly

Update the lead in Instantly (set interest status such as Meeting Booked or No Show, write custom variables) or add them to a campaign. Works with form, meeting booked, and meeting outcome triggers. *Requires connection.*

**Configuration:** Connect Instantly, choose **Update lead** or **Add to campaign**, map the Email field, and optionally map other lead fields or custom variables. See the [Instantly integration guide](https://docs.useorbitcrm.ai/integrations/instantly.md).

### Instantly Lookup (enrichment)

Looks up the lead's email in your Instantly workspace and adds `instantly_*` fields — whether they were found, which campaign, interest status, and whether they opened, clicked, or replied — for Filters, Routers, and later steps. It also checks the lead's company domain, so `instantly_domain_found` is `true` when a colleague is in a campaign even if this person isn't. *Requires connection.*

***

> [!NOTE]
>
> **Connecting Integrations**
>
> Nodes marked "Requires connection" need you to connect the integration first. Go to [Settings → Integrations](https://docs.useorbitcrm.ai/integrations) to connect your accounts. The workflow will show a warning if a required integration isn't connected.

## Next Steps

> [card] [Email Notifications](https://docs.useorbitcrm.ai/guides/workflows/email-notifications.md)
>
> Set up email alerts with variables

> [card] [Integration Guides](https://useorbitcrm.ai/integration-guides)
>
> Connect your CRMs and tools


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