OrbisX Integration
Connect OrbisX to Arahi's no-code AI Sales Agents and automate workflows in minutes.
About the OrbisX integration
The #1 Auto Shop CRM with Artificial Intelligence Bookings With Arahi AI, you can connect OrbisX to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- CRM
- Authentication
- keys
OrbisX automation use cases
- Lead enrichment at ingest
- When a new lead lands in OrbisX, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
- Deal-stage alerts to Slack
- Route high-value deal movements from OrbisX to a Slack channel the instant they cross a threshold.
- Meeting notes → OrbisX contact record
- Log call summaries and next steps from Zoom or Meet straight into the matching OrbisX contact.
- Duplicate contact deduping
- Flag and merge duplicate OrbisX contacts as they appear instead of quarterly cleanup sprints.
OrbisX workflow examples
- Text OrbisX customers via Twilio on booking
When OrbisX receives a new auto-repair booking, then send a Twilio SMS with appointment confirmation, shop address, and a link to upload vehicle photos.
OrbisX books repair then Twilio SMS confirms appointment.
- Sync OrbisX jobs into QuickBooks invoices
When OrbisX marks a repair complete, then create a QuickBooks invoice with parts and labor line items, then email the PDF to the customer via Gmail.
OrbisX completes repair then QuickBooks creates customer invoice.
- Request reviews on Google after pickup
Twenty-four hours after OrbisX marks a vehicle picked up, then send a Mailchimp transactional email asking for a Google Business review with a direct link.
OrbisX marks pickup then Mailchimp sends review-request email.