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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Document" from Docamatic.

Add your action

An action happens after the trigger—such as "Add an Identity to a Member" in Orbit.

You’re connected!

Zapier seamlessly connects Docamatic and Orbit, automating your workflow.

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.

New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Source
  Required
- Media
- Format
- Margin Top
- Margin Right
- Margin Bottom
- Margin Left
- Margin Unit
- Width
- Height
- Unit
- Landscape
- Test
- Name
- Zoom
- Page Numbers
- CSS
- Delay
Action
Write
- PDF URL
  Required
- Password
  Required
- Name
Action
Write
- Activity Types
- Activity Tags
- Member Tags
- Activity Keywords
- Include activities from your teammates?
Trigger
Instant
Try It
- Member Slug
  Required
- Source
  Required
- Name
- Source Host
- Username
- UID
- Email
- URL
Action
Write

- Name
- Email
- Twitter Handle
- GitHub handle
- DEV profile
- Bio
- LinkedIn profile
- Orbit Level
- Preferred Pronouns
- Tags to Add
- Location
- Shipping Address
- URL
- Company
- Title
- Birthday
- Teammate
- TShirt Size
- Tags
Action
Write
- Program Public UUID
  Required
- Form Response
  Required
Action
Write

- ID
  Required
Action
Search

- Source
  Required
- Media
- Width
- Height
- Unit
- Mobile
- Landscape
- Test
- Quality
- Grayscale
- CSS
- Name
- Delay
- Full Page
Action
Write
- Template
  Required
- Item
- Format
- Width
- Height
- Unit
- Landscape
- Page Numbers
- Name
- Test
Action
Write
- PDF URL
  Required
- Value
- Color
- Font
- Font Size
- Font Style
- X Coordinate
- Y Coordinate
- Page Number
- Image URL
- X Coordinate
- Y Coordinate
- Image Width
- Image Height
- Page Number
- Value
- X Coordinate
- Y Coordinate
- Barcode Width
- Barcode Height
- Page Number
- Value
- X Coordinate
- Y Coordinate
- Size
- Page Number
- Test
- Name
Action
Write
New Member
Triggers when a new member is created in your workspace.
Trigger
Instant
Try It
- Activity Title
  Required
- Activity Description
- Activity Type
- Activity Type Key
- Activity Link Text
- Activity Link
- Activity Weight
- Activity Properties
- Occurred at
- Key
- New or Additional Member Tags
- Remove and Replace Existing Member Tags
- Member Email
- Member GitHub Handle
- Member Twitter Handle
- Member Name
- Member Company
- Member Shipping Address
- Member Bio
- Member Title
- Member Pronouns
- Member Location
- Member Birthday
- Member T-Shirt Size
- Member Teammate
- Custom Identity Name
- Custom Identity Source
- Custom Identity Source Host
- Custom Identity Username
- Custom Identity Email
- Custom Identity User ID
- Custom Identity Link
Action
Write
- Member Slug or ID
  Required
- Note
  Required
Action
Write
- Member ID
  Required
- Name
- Shipping Address
- T-Shirt
- Add New Tags
- Replace all Tags
- Biography
- Birthday
- Company
- Title
- Location
- Pronouns
- Slug
- URL
- GitHub
- Twitter
- Email
- LinkedIn
- DEV
Action
Write
- Source
  Required
- Username
- Email address
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Docamatic and Orbit to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Docamatic to Orbit integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Docamatic

Docamatic allows you to generate PDF documents.

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Related categories

Documents

About Orbit

Grow your community and prove ROI with Orbit, the community experience platform for delivering stellar member experience.