Orbit AI CRM Integrations

Name: Zapier
Availability: InStock

Put Orbit AI CRM to work with AI and enterprise-grade automation

Automate smarter with Orbit AI CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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9,000+ apps, 450+ AI tools
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HubSpot

Marketing Automation

HubSpot

Marketing Automation

HubSpot

Marketing Automation

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Call Analyzed
Triggers when AI feedback for a call is ready.
Trigger
Instant
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Call Transcribed
Triggers when a call's transcript is ready to fetch.
Trigger
Instant
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Comment Deleted
Triggers when a comment was deleted.
Trigger
Instant
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Company Created
Triggers when a company was created.
Trigger
Instant
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Companies Merged
Triggers when another company was merged into this one.
Trigger
Instant
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Company Tag Added
Triggers when a tag was added to a company.
Trigger
Instant
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Company Updated
Triggers when a field on a company changed, including its parent company.
Trigger
Instant
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Contact Company Link Changed
Triggers when a company was linked to or unlinked from a contact, or the link's labels or primary flag changed.
Trigger
Instant
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Contact Deleted
Triggers when a contact was deleted, or moved to Recently deleted.
Trigger
Instant
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Contact Restored
Triggers when a contact came back from Recently deleted.
Trigger
Instant
Try It
Contact Tag Removed
Triggers when a tag was removed from a contact.
Trigger
Instant
Try It
Conversation Assigned
Triggers when an Inbox conversation was assigned to a member, handed to another or unassigned, by a person, the API or round robin on the team address.
Trigger
Instant
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Conversation Reopened
Triggers when a closed Inbox conversation was reopened, by a person or by a new reply from the contact.
Trigger
Instant
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Deal Created
Triggers when a deal was created.
Trigger
Instant
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Deal Line Item Added
Triggers when a product or a one-off line was added to a deal.
Trigger
Instant
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Deal Line Item Updated
Triggers when a deal's line item changed.
Trigger
Instant
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Deals Merged
Triggers when another deal was merged into this one, which kept its pipeline and stage.
Trigger
Instant
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Deal Restored
Triggers when a deal came back from Recently deleted, with its contacts, stage history, tasks, notes and files.
Trigger
Instant
Try It
Deal Tag Added
Triggers when a tag was added to a deal.
Trigger
Instant
Try It
Deal Updated
Triggers when a field on a deal changed.
Trigger
Instant
Try It
Added to List
Triggers when a contact or company was added to a static list.
Trigger
Instant
Try It
Meeting Booked
Triggers when a meeting was booked through a scheduling page, the API or an assistant.
Trigger
Instant
Try It
Meeting Rescheduled
Triggers when a meeting was moved to a new time.
Trigger
Instant
Try It
Product Archived
Triggers when a product was archived.
Trigger
Instant
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Product Restored
Triggers when an archived product was restored to the library.
Trigger
Instant
Try It
Quote Accepted
Triggers when the buyer accepted a quote on its page.
Trigger
Instant
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Quote Deleted
Triggers when a draft quote was deleted, or its deal was deleted permanently.
Trigger
Instant
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Quote Updated
Triggers when a draft quote's title, terms, expiry, payment link choice or lines changed.
Trigger
Instant
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Quote Voided
Triggers when a shared or accepted quote was voided.
Trigger
Instant
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- Form
Trigger
Instant
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Task Completed
Triggers when a task was marked done.
Trigger
Instant
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Task Deleted
Triggers when a task was deleted, or moved to Recently deleted.
Trigger
Instant
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Task Updated
Triggers when a field on a task changed.
Trigger
Instant
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- Email
  Required
- First name
- Last name
- Phone
- Company name
- Job title
- Owner
- Company ID
- Lifecycle stage
- Lead status
- Custom fields
Action
Write
- Note
  Required
- Contact ID
- Company ID
- Deal ID
- Pinned
Action
Write
- Company ID
  Required
- Name
- Domain
- Industry
- Employees
- Annual revenue
- Phone
- Location
- Description
- Owner
- Parent company ID
- Lifecycle stage
- Custom fields
Action
Write
- Deal ID
  Required
- Name
- Pipeline
- Stage
- Amount
- Currency
- Expected close date
- Owner
- Company ID
- Description
- Lost reason
- Custom fields
Action
Write
- Task ID
  Required
- Title
- Description
- Due
- Priority
- Type
- Assignee
- Contact ID
- Company ID
- Deal ID
- Custom fields
- Status
Action
Write
- Email
- Search
Action
Search
- Contact ID
- Company ID
- Deal ID
- Containing
Action
Search
- Domain
- Search
- Name
  Required
- Industry
- Employees
- Annual revenue
- Phone
- Location
- Description
- Owner
- Parent company ID
- Lifecycle stage
- Custom fields
Action
Search or write

Call Completed
Triggers when a dialer call ended.
Trigger
Instant
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Comment Posted
Triggers when someone commented on a note or logged activity.
Trigger
Instant
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Comment Edited
Triggers when a comment's text was edited.
Trigger
Instant
Try It
Company Deleted
Triggers when a company was deleted, or moved to Recently deleted.
Trigger
Instant
Try It
Company Restored
Triggers when a company came back from Recently deleted, with its links to contacts, deals, tasks, notes and files.
Trigger
Instant
Try It
Company Tag Removed
Triggers when a tag was removed from a company.
Trigger
Instant
Try It
Contact Archived
Triggers when a contact was archived.
Trigger
Instant
Try It
Contact Created
Triggers when a contact was created, by a form, an import, the CRM, the API or a workflow.
Trigger
Instant
Try It
Contact Changed Jobs
Triggers when enrichment found the contact at another employer, or with another title, when it re-checked them.
Trigger
Instant
Try It
Contact Tag Added
Triggers when a tag was added to a contact.
Trigger
Instant
Try It
Contact Updated
Triggers when a field on a contact changed.
Trigger
Instant
Try It
Conversation Closed
Triggers when an Inbox conversation was marked closed.
Trigger
Instant
Try It
Deal Association Changed
Triggers when a contact or company was added to or removed from a deal, or the association's labels or primary flag changed.
Trigger
Instant
Try It
Deal Deleted
Triggers when a deal was deleted, or moved to Recently deleted.
Trigger
Instant
Try It
Deal Line Item Removed
Triggers when a line item was removed from a deal.
Trigger
Instant
Try It
Deal Lost
Triggers when a deal became lost.
Trigger
Instant
Try It
Deal Reopened
Triggers when a won or lost deal went back to an open stage, so an earlier win or loss no longer stands.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a deal moved to another stage.
Trigger
Instant
Try It
Deal Tag Removed
Triggers when a tag was removed from a deal.
Trigger
Instant
Try It
Deal Won
Triggers when a deal became won.
Trigger
Instant
Try It
Removed From List
Triggers when a contact or company was taken out of a static list. Deleting the record or the list sends no removal.
Trigger
Instant
Try It
Meeting Cancelled
Triggers when a meeting was cancelled.
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
Product Created
Triggers when a product was added to the product library, by hand, an import or the API.
Trigger
Instant
Try It
Product Updated
Triggers when a product's name, SKU, description, price, currency or recurring interval changed.
Trigger
Instant
Try It
Quote Created
Triggers when a quote was made from a deal.
Trigger
Instant
Try It
Quote Shared
Triggers when a draft quote was shared.
Trigger
Instant
Try It
Quote Viewed
Triggers when someone opened a shared quote.
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
Task Created
Triggers when a task was created, including the next one of a repeating task and a call-back task from the dialer.
Trigger
Instant
Try It
Task Restored
Triggers when a task came back from Recently deleted.
Trigger
Instant
Try It
- Name
  Required
- Domain
- Industry
- Employees
- Annual revenue
- Phone
- Location
- Description
- Owner
- Parent company ID
- Lifecycle stage
- Custom fields
Action
Write
- Name
  Required
- Pipeline
- Stage
- Amount
- Currency
- Expected close date
- Owner
- Company ID
- Contact IDs
- Description
- Lost reason
- Custom fields
Action
Write
- Title
  Required
- Description
- Due
- Priority
- Type
- Assignee
- Contact ID
- Company ID
- Deal ID
- Custom fields
Action
Write
- Contact ID
  Required
- Email
- First name
- Last name
- Phone
- Company name
- Job title
- Owner
- Company ID
- Lifecycle stage
- Lead status
- Custom fields
- Status
Action
Write
- Contact ID
- Company ID
- Deal ID
- Note ID
  Required
- Note
- Pinned
Action
Write
- Domain
- Search
Action
Search
- Name
- Company ID
- Contact ID
- Pipeline
- Status
Action
Search
- Title
  Required
- Status
Action
Search
- Email
  Required
- Search
- First name
- Last name
- Phone
- Company name
- Job title
- Owner
- Company ID
- Lifecycle stage
- Lead status
- Custom fields
Action
Search or write

For builders

Let your AI safely access Orbit AI CRM

Go beyond Zap workflows. Install Zapier in your AI to call Orbit AI CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Orbit AI CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Company
Create Contact

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Orbit AI CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Orbit AI CRM connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "orbit-ai-crm", owner: "me" });

await zapier.runAction({
  app: 'orbit-ai-crm',
  action: 'create_company',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Orbit AI CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Orbit AI CRM

Orbit AI CRM is a sales CRM built for AI agents, with forms, AI lead qualification, meeting booking, email sequences, and contact, company and deal records.

HelpHelp

Related categories

Sales & CRM

Popular Orbit AI CRM Integrations

HubSpot

Popular Orbit AI CRM Integrations

HubSpot

Orbit AI CRM Integrations

Put Orbit AI CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Let your AI safely access Orbit AI CRM

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Orbit AI CRM Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Orbit AI CRM Integrations

Popular Orbit AI CRM Integrations

Connect Your App Accounts to Zapier