OrbisX + Marlie AI Integrations, Built by an AI Agent
Put OrbisX + Marlie AI to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between OrbisX and Marlie AI
See the kind of workflows teams build with OrbisX and Marlie AI below — describe the exact one you want above and the Agent builds it on demand.
OrbisX + Marlie AI
When invoice items are listed in OrbisX, send data to Marlie AI for analysis.
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Convert chatbot lead captures into new CRM contacts
When a visitor provides contact details during a chat in Marlie AI, automatically create or update their contact profile and log the activity in OrbisX.
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Open deal opportunities after chatbot handoffs
When an AI chatbot handoff occurs in Marlie AI, automatically create a new sales deal in OrbisX so account executives can take over seamless follow-up.
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Send personalized AI chatbot messages when deal stages change
When a lead moves to a specific deal stage in OrbisX, automatically instruct Marlie AI to send a targeted follow-up or answer prospective buyer questions.
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Browse the full workflow library →
Looking to achieve something else with OrbisX and Marlie AI?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for OrbisX and Marlie AI
Everything OrbisX and Marlie AI can do inside a workflow — the triggers that start one and the actions that run when it fires.
OrbisX Explore OrbisX →
An all-in-one business management and CRM software tailored for auto detailing and tint shop businesses.
TriggersTriggers when an event is completed
Triggers when an event is deleted.
Triggers when a list of available POS items is required.
Triggers when a lead is converted to a client
Triggers when a list of invoice line items required as a selection.
Triggers when a new booking request is received
Creates a new client.
Creates a new event.
Creates a new expense.
Creates a journal entry in the system
Creates a new lead.
Saves email or SMS content to a client profile
Marlie AI Explore Marlie AI →
Marlie AI is an artificial intelligence tool that helps customer support teams draft responses and automate ticket resolution.
TriggersTriggers when Marlie needs to look up a caller in your custom data source during a live call. Requires Reply to Marlie within 30 seconds. Skip this when using a directly connected CRM.
Triggers when a call with your Marlie AI agent ends. Recommended for most workflows; includes formatted phone numbers, flattened collected data, and an optional transcript.
Triggers when Marlie confirms a booking during a live call and needs your custom system to save it. Requires Reply to Marlie within 30 seconds. Skip this when using a directly connected CRM.
Sends the booking result for a live call. Use only with the “Live Call: Booking Requested” trigger and make this the final Zap step within 30 seconds.
Sends the customer lookup result for a live call. Use only with the “Live Call: Customer Lookup Requested” trigger and make this the final Zap step within 30 seconds.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other AI Assistants & Chatbots apps on Knit
Explore more AI Assistants & Chatbots integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AI Chatbot Hub
A platform for building, deploying, and managing automated conversational chatbots to handle customer support and website engagement.
AI Number
AI Number is an artificial intelligence virtual phone assistant that handles inbound phone calls, answers questions, and routes inquiries automatically.
AI/ML
AI/ML API is a unified platform that provides access to numerous artificial intelligence models through a single developer interface.
Aira
Aira is an artificial intelligence assistant platform designed to automate responses and support user interactions.
AirOps
AirOps is a platform that enables teams to build, test, and deploy custom AI workflows, assistants, and document generation tools.
Allo
Allo is an AI assistant software that helps teams organize workspace knowledge, summarize information, and automate routine operational tasks.
aperfectstay
aperfectstay is an AI-powered guest communication and property management assistant for short-term rental hosts and property managers.
ArtiBot.ai
An AI-driven chatbot tool for websites that automates lead capture, appointment booking, and customer inquiry response.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about OrbisX + Marlie AI
Is there a pre-built OrbisX + Marlie AI automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches OrbisX and Marlie AI's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built OrbisX or Marlie AI connector?
No. The Agent works whether or not OrbisX or Marlie AI already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting a chatbot to my CRM benefit my sales team?
Leads gathered by Marlie AI are immediately passed to OrbisX as updated contacts or sales opportunities, giving reps rich context without manual data entry.
Can chatbot conversations automatically update existing sales deals?
Yes, when a conversation is handed off or finished in Marlie AI, details and interaction logs can automatically update contact profiles or deal stages in OrbisX.