Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Email
Trigger: Watch Emails
Orbit
Action: Select an action
1. Select a trigger
  • Triggers when a new email is received for processing according to specified criteria.

2. Select an action
  • Creates a new member of an Orbit workspace.

  • Adds a note to an Orbit member profile.

  • Creates a new activity on a member profile in an Orbit workspace.

  • Creates a new activity on a member profile in an Orbit workspace.

  • Adds a new Identity to an existing Orbit Member.

  • Performs an arbitrary authorized API call.

  • Updates an existing member of an Orbit workspace.

Select a trigger and an action

Create workflow (opens in a new tab)