Build any workflow. Run it automatically.
Orbit's visual automation builder lets you create trigger-based workflows on a canvas. Send updates, post internal alerts, push data to billing — without anyone touching it.
Who it's for
- MSPs running repeatable workflows (welcome, follow-up, escalation)
- Service teams cutting manual admin
- Internal IT teams formalizing common request flows
- Anyone running the same playbook ten times a week
The problem it solves
The work that happens because someone remembers to do it is the work that breaks when they're out. Manual welcome emails, manual follow-ups, manual time reports — every repeat task is a tax on the team.
The flow, end to end
Pick a trigger
Ticket created, status changed, time logged, invoice overdue, schedule-based — any platform event.
Define the action
Send an email, post an internal note, update a field, create a follow-up task, fire a webhook.
Add conditions
Only run for premium clients, only after-hours, only for certain categories — full conditional logic.
What teams actually get
The specific outcomes service teams see when they put Automations to work.
- Eliminate the manual admin that drains your best techs
- Standardize client communication automatically
- Catch overdue work before it becomes a problem
- Onboard new clients without anyone touching the keyboard
A typical run-through
- 1.Trigger: new client added to Orbit.
- 2.Action: send branded welcome email + create onboarding tasks.
- 3.Condition: only for clients on the premium tier.
- 4.Result: every premium onboarding runs the same way.
Map this module to your workflow
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