1.Detects new tag added to lead
Integrate OrbisX to detect a new tag and start the lead routing workflow for tagged lead payloads.
Route tagged leads to assigned staff and webhook
Automatically monitor new tag added to a lead across OrbisX. Route normalized lead payloads when qualifying tags appear, so you can assign owners, update contact preferences, and post to downstream systems without manual routing.
How this automation routes tagged leads
When new tags land on leads, routing delays can stall outreach and leave ownership unclear. This automation filters qualifying tags, finds or assigns owners, and transforms contact preference codesβso your team can route leads to the right staff fast.
OrbisXor swap with your favorite app
2.Continues only for qualifying tags
Integrate Filter by Zapier and automation rules to continue for qualifying tags and stop excluded tag patterns.
Filter by Zapieror swap with your favorite app
3.Finds the matching lead
Integrate OrbisX and lead lookup tools to find the lead and return owner and contact fields.
4.Transforms contact preference label
Integrate Code by Zapier and data transformation to convert preference codes into human-readable contact method labels.
Code by Zapieror swap with your favorite app
5.Branches on owner existence
Integrate Paths by Zapier and routing logic to branch when an assigned owner exists or is missing.
Paths by Zapieror swap with your favorite app
6.POSTs payload when owner exists
Integrate Webhooks by Zapier and downstream processing tools to post a normalized JSON payload for handoff.
Webhooks by Zapieror swap with your favorite app
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