Connect Altoviz and Membrain to Build Intelligent Automations
Ready to use Altoviz and Membrain automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when a new activity is created in Membrain.
Prospect Is Disqualified
Runs when a prospect is disqualified.
Prospect Moves To Stage
Runs when a prospect is moved to a specific stage.
Sales Project Is Archived
Runs when a sales project is archived.
New Sales Project Created
Runs when a new sales project is created.
Sales Project Is Won
Runs when a sales project is won.
Do thisActions
Action is the task that follows automatically within your Altoviz integrations.
Find a Sales Invoice
Find a sales invoice by internal ID. Optionally creates a sales invoice if none are found
Find Settings
Find an application settings
Find a Product
Find a product by its number. Optionally create a product if none is found
Find a Customer
Finds a customer by email-ID. Optionally creates a new customer if none are found
Find a Contact
Find a contact by Email.Optionally create a contact if none are found
Create a Contact
Creates a new contact
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Frequently Asked Questions
To start, connect both your Altoviz and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in Altoviz triggers actions in Membrain (or vice versa).
Absolutely. You can customize how Altoviz data is recorded in Membrain. This includes choosing which data fields go into which fields of Membrain, setting up custom formats, and filtering out unwanted information.
The data sync between Altoviz and Membrain typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Altoviz and Membrain. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Altoviz
Altoviz is a cloud-based invoicing and accounting platform** for small businesses, starting with a web application. It aims to empower entrepreneurs with an appealing and powerful platform.
Learn MoreAbout Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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