Enrich and classify incoming sales leads with AI

When a new lead is created in OrbisX, pass their submitted notes to Marlie AI to automatically extract key buying signals and categorize their industry.

Try:

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

OrbisX Explore OrbisX →

Triggers

New lead created

Fires when a new lead or contact is created in OrbisX.

Deal stage changed

Fires when a deal moves to a new stage in OrbisX.

Deal won

Fires when a deal is marked won in OrbisX.

Contact updated

Fires when a field on a contact changes in OrbisX.

Actions

Create or update contact

Creates or updates a contact in OrbisX.

Create deal

Creates a new deal in OrbisX.

Update deal stage

Moves a deal to a new stage in OrbisX.

Log activity

Logs a call, email, or note against a record in OrbisX.

Marlie AI Explore Marlie AI →

Triggers

New completion generated

Fires when Marlie AI generates a response to a prompt.

Model run failed

Fires when a request to Marlie AI errors or times out.

Fine-tune job completed

Fires when a fine-tuning job in Marlie AI finishes.

Actions

Generate a completion

Sends a prompt to Marlie AI and returns the model's response.

Summarize text

Uses Marlie AI to summarize a block of text.

Classify or extract data

Uses Marlie AI to classify or extract structured data from text.

Save AI account executive summaries directly to CRM deals When Marlie AI generates an executive intelligence summary for a strategic account, log the summary directly onto the deal record in OrbisX. See details

Summarize customer interaction logs on updated contact profiles Whenever a contact's activity history is updated in OrbisX, ask Marlie AI to digest the recent interactions into a brief executive overview. See details

See all OrbisX + Marlie AI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Enrich and classify incoming sales leads with AI” between OrbisX and Marlie AI?

Yes — describe it in the box above and Knit's Integrations Agent researches OrbisX and Marlie AI's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

What's the most common AI Models + CRM automation?

Summarizing a deal or account's recent activity from OrbisX using Marlie AI, or drafting a personalized follow-up email based on the contact's real history.

Can this write the AI's output back into the CRM record?

Yes — a summary, draft email, or score generated by Marlie AI can be written straight back onto the relevant field or note in OrbisX.