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Orbit AI (Forms) Zapier integrationAutomate Orbit AI (Forms) with Zapier.
The Orbit AI (Forms) Zapier integration has 1 trigger, 0 actions and 0 searches. It works one way: each new form submission leaves Orbit AI instantly and lands in the tools you pick. Here is how to wire it, what it costs and where it stalls.
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What the Orbit AI (Forms) Zapier integration is for
The Orbit AI (Forms) Zapier integration sends every new form submission to the rest of your tools. On Zapier you build a Zap, an automation that starts with one event and then runs one or more steps. Here the event is always the same: someone fills in one of your Orbit AI forms.
Three outcomes come up again and again. A lead list that keeps itself current: each submission becomes a row in a spreadsheet, without exports. A CRM record created at the source: the answers go straight into your sales tool, so nobody retypes a contact. A team alert with the details: the submission is posted to a chat channel or an inbox, so a person can follow up while the lead is still warm. All three start from the same place, New Form Submission.
Now the limits, because they shape what you can build. Zapier cannot write anything into Orbit AI: there is no action to create a form, edit an answer or tag a lead, and no search to look one up. Data only flows out, so any update to a lead happens in the tool that receives it. Submissions received before the Zap was switched on are not picked up either.
If you are still deciding whether Zapier fits your team, the Zapier review is a good place to start.
Zapier vocabulary in one minute
Seven words come back all over this page. Here is what each means, in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it; with Orbit AI, it is a new submission.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something for you, in another app here.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The quota on your plan is a count of those.
- Instant vs polling
- An instant trigger is reported by the app the moment the event happens. A polling trigger is checked by Zapier on a timer.
- Filter
- A step that lets the Zap go on only when what arrived meets your condition, and quietly stops it otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action, a filter or a search makes it one, and it needs a paid plan.
What Orbit AI (Forms) costs you on Zapier
Orbit AI (Forms) is not limited to paid plans: it works on the free plan. Its trigger never costs a task, however many submissions come in.
- Free plan100 tasks per month, unlimited Zaps
- Free plan Zap size2 steps: one trigger, one action
- Orbit AI (Forms) trigger1 instant, 0 polling
- Paid-only appNo
What you pay for is the work done after it. Each action that succeeds in the next app counts as one task, and a failed one is not billed. Two actions per submission means two tasks per submission. The free plan stops at two steps, one trigger and one action; a filter or a second action turns the Zap into a multi-step Zap, which needs a paid plan. The interval grid below only concerns polling triggers. New Form Submission is instant, so your plan never delays it.
Connect Orbit AI (Forms) to Zapier
- 01
Open the Apps page
In your Zapier account, open Apps and click + Add connection. A connection is your Orbit AI account linked once, then reused by every Zap that listens to your forms.
- 02
Find Orbit AI (Forms)
Search for Orbit AI (Forms) in the dialog, select it, and click Add connection. You need an Orbit AI account, plus access to any form you do not own yourself.
- 03
Sign in and allow access
Sign in to Orbit AI in the tab that opens, then grant Zapier access to the account. The connection now appears in the list of every Orbit AI trigger you set up.
Your first Orbit AI (Forms) Zap, step by step
GoalOnly qualified form submissions end up as rows in the spreadsheet your sales team works from.
- 01
Build: pick the trigger
Create a Zap, choose Orbit AI (Forms) as the app and New Form Submission as the event. Then select the connection you added a moment ago.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent submissions, so you map the next steps on real answers rather than on empty boxes.
- 03
Add a filter
Click the plus icon, pick Filter, then set the field to read, the rule and the value. Pick a text rule for text and a number rule for numbers, or the filter never passes.
- 04
Add the spreadsheet step
Add the spreadsheet app as the action and map each answer from the submission into the matching column. Run the test once and check that the row really appears.
- 05
Publish
Click Publish to switch the Zap on. With the filter, this Zap has three steps, so it needs a paid plan; drop the filter to stay on the free one.
The Orbit AI (Forms) trigger on Zapier
1 event starts a Zap when something happens in Orbit AI (Forms), and one of them is instant: the app calls Zapier straight away, whatever your plan.
New Form Submission
Instant triggerIn Zapier“Triggers when a new form submission is received in Orbit AI.”
Starts your Zap each time a person submits one of your Orbit AI forms, and hands the answers to every step that follows. It is the only door between Orbit AI and Zapier, so every flow you build here begins with it.
When your Orbit AI (Forms) Zap breaks
Zapier lists no help article and no rate limit specific to Orbit AI (Forms). What goes wrong comes from the way Zapier works in general.
Three cases explain most stalls. If yours is not here, head to the Zapier troubleshooting page.
Old submissions never arrive
A Zap only reacts to what happens after it is switched on. Submissions already sitting in Orbit AI are not sent; moving that backlog is a separate job.A burst of submissions is held back
When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold it back instead of running every item.The Zap will not run on the free plan
The free plan builds two-step Zaps only. A filter or a second action makes the Zap multi-step, and it then needs a paid plan to run.
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