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Orbit Zapier App Now Has Ability to Create Member Notes
new
Zapier
We have released a new version of the Orbit Zapier app (v1.5.0) that includes a new Zapier Action to create member notes.
Member notes are distinct from activities in an Orbit workspace. Notes are free-form text areas where you can save reflections from a recent meeting, ideas generated during an event, points to follow-up on after a phone call, and a lot more.
Screen Shot of a Member Note
The new Create a Member Note Zapier Action requires an existing member in your Orbit workspace. You can combine this Action in your Zapier workflow with the Create a Member Action first, and use the newly generated member ID or slug in this action afterward.