Follow-ups that happen whether or not someone remembers
Write a rule once: when something happens, check a condition, then act. Orbit runs it every time, logs what it did, and never does more than the person it runs as could do.
Invoice overdue → reminder
- When
Invoice becomes overdue
Trigger · Invoices
- If
Balance is greater than 0
Condition
- Then
Send WhatsApp message to the client
Template: payment reminder
- And
Create a task for the invoice owner
Due in 2 days
What you can do with Automations
Triggers from real events
A lead created, a deal moved, a quotation accepted or signed, an invoice overdue, a job completed, a form submitted, a WhatsApp conversation started, and many more across 26 record types. Scheduled sweeps catch things that happen by date.
Conditions and branches
Filter on any field, including your own custom fields, and branch with if/else or switch steps. Add delays between steps.
Actions that do the work
Create or update tasks and records, log an activity, change a stage, notify a person, send an email or a WhatsApp message, or call a webhook in another system.
A run history you can trust
Every run is logged, including runs a condition filtered out, and a failed run can be retried with the original data.
Safe by design
Each rule acts as a named user and is limited to that user’s permissions. Loops between rules are detected and stopped, and rules pause when their module is switched off.
Start from a template
Connected to the rest of Orbit
Good to know
What this part of Orbit does not do today, so there are no surprises later.
- SMS and Telegram steps are not available; messages go out by email or WhatsApp.
Automations: common questions
Something else? Ask us directly.
Can an automation call another system?
Yes. A step can send an HTTP request or webhook to another system, and incoming webhooks can trigger rules.
What stops two rules from triggering each other forever?
Orbit tracks the chain of rules each event came from and stops mutual loops, not just deep ones.
Automate one follow-up in the demo
Tell us the reminder your team forgets most and we will build it live.