Create a new member, update the infromation, create a note and post in Orbit
n8n Workflow: Create a New Member, Update Information, Create a Note, and Post to Orbit
This n8n workflow automates the process of managing member data within the Orbit community platform. It allows you to create new members, update existing member information, add notes to member profiles, and post activities to Orbit, streamlining your community management tasks.
What it does
This workflow performs the following actions:
- Starts the workflow: This is a manual trigger, meaning the workflow must be executed manually to run.
- Interacts with Orbit: The core of this workflow involves the Orbit node, which is configured to perform multiple operations. While the exact operations (create member, update member, create note, post activity) are not explicitly detailed in the connection, the presence of the Orbit node indicates its central role in managing member data within the Orbit platform.
Prerequisites/Requirements
- n8n Instance: A running instance of n8n.
- Orbit Account: An active Orbit account with API access.
- Orbit Credentials: You will need to configure your Orbit API key and workspace ID as credentials within n8n.
Setup/Usage
- Import the workflow: Import the provided JSON into your n8n instance.
- Configure Orbit Credentials:
- Click on the "Orbit" node.
- In the node settings, locate the "Credentials" section.
- Add or select your Orbit API credentials. If you don't have them set up, you'll need to create new credentials by providing your Orbit API Key and Workspace ID.
- Customize Orbit Operations (if needed):
- The Orbit node is highly configurable. Depending on your specific needs, you will need to adjust the "Operation" and other parameters within the Orbit node to specify whether you want to create a new member, update an existing one, add a note, or post an activity.
- You will also need to provide the necessary data for each operation (e.g., member details for creation/update, note content, activity details).
- Execute the workflow: Since this workflow uses a "Start" node, you will need to manually execute it to trigger the Orbit operations. In a real-world scenario, you would typically connect this to a trigger node (e.g., Webhook, Schedule, external app) to automate its execution based on events.
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