Automated Orbit Member Data Update Workflow

This n8n workflow automates updating member information in Orbit, a CRM platform, triggered manually via a button click. The process begins with a manual trigger node, allowing the user to initiate the workflow on demand. Once triggered, the workflow performs a series of operations on Orbit: first, it upserts member data based on a GitHub username, then updates the member’s tags, adds a note, and finally posts a related article link to the member’s profile in Orbit.

The workflow uses multiple Orbit nodes for seamless data management, and each node is connected to ensure a logical flow of operations — from upsert to update, note addition, and posting an article. This setup is useful for teams managing contacts or members in Orbit, enabling quick and consistent updates based on external actions or manual inputs, thus streamlining CRM management and engagement activities.