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OrbisX Integrations

CRM (Customer Relationship Management)

OrbisX Help & Support

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Google Calendar

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LeadConnector

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Add new events in OrbisX to Google Calendar
Details
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OrbisX + Google Calendar
Add new Google My Business leads to OrbisX
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Google Business Profile + OrbisX
Add new OrbisX clients to MailChimp as subscribers
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OrbisX + Mailchimp
Create Google Sheets spreadsheet rows from new OrbisX clients
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OrbisX + Google Sheets

Add new OrbisX clients to QuickBooks Online
Premium
Details
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OrbisX + QuickBooks Online

Add new OrbisX leads to Mailchimp subscribers effortlessly
Details
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OrbisX + Mailchimp

Add new events in OrbisX to Google Calendar

OrbisX + Google Calendar

Add new Google My Business leads to OrbisX

Google Business Profile + OrbisX

Add new OrbisX clients to MailChimp as subscribers

OrbisX + Mailchimp

Create Google Sheets spreadsheet rows from new OrbisX clients

OrbisX + Google Sheets

Add new OrbisX clients to QuickBooks Online

Premium

OrbisX + QuickBooks Online

Add new OrbisX leads to Mailchimp subscribers effortlessly

OrbisX + Mailchimp

Supported triggers and actions

What does this mean?

Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Scheduled
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New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
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New Clients Hook
Triggers when a new client is created.
Trigger
Instant
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New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
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New Events Hook
Triggers when a new event is created.
Trigger
Instant
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New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
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New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
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New Leads
Triggers when a new leads are created.
Trigger
Scheduled
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New Payment
Triggers when a new payment is created.
Trigger
Scheduled
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New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
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New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
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Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
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- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- AmountRequired
- CategoryRequired
- Vendor/SupplierRequired
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Message TypeRequired
- Message ContentRequired
- Client's Phone or EmailRequired
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or write

Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
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- Invoice IDRequired
Trigger
Scheduled
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New Clients
Triggers when a new clients are created.
Trigger
Scheduled
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New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
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New Events
Triggers when a new events are created.
Trigger
Scheduled
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New Expense
Triggers when a new expense is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
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New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
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New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
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New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
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New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
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Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
Try It
- Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Existing Client
- New Client Name
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
Action
Write
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tag
Action
Write
- Lead ID
- Email
- Phone
- Notes
Action
Write
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
- Source
Action
Search or write

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

Learn more Help

Related categories

CRM (Customer Relationship Management)

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