Connect Clappia and Membrain to Build Intelligent Automations

Choose a Trigger

Clappia

When this happens...

Choose an Action

Membrain

Automatically do this!

Ready to use Clappia and Membrain automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity Created

New Activity Created

Runs when a new activity is created in Membrain.

Prospect Is Disqualified

Prospect Is Disqualified

Runs when a prospect is disqualified.

Prospect Moves To Stage

Prospect Moves To Stage

Runs when a prospect is moved to a specific stage.

Sales Project Is Archived

Sales Project Is Archived

Runs when a sales project is archived.

New Sales Project Created

New Sales Project Created

Runs when a new sales project is created.

Sales Project Is Won

Sales Project Is Won

Runs when a sales project is won.

Do thisActions

Action is the task that follows automatically within your Clappia integrations.

Create Clappia submission

Create Clappia submission

Create a new submission in a chosen Clappia app using the provided form data and requester email.

Update submission

Update submission

Update an existing submission's form data.

Update submission status

Update submission status

Update a submission's status and optionally add comments.

Create Company

Create Company

Creates a new company

Create Contact

Create Contact

Creates a new contact.

Create Prospect

Create Prospect

Creates a new prospect.

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Frequently Asked Questions

How do I start an integration between Clappia and Membrain?

To start, connect both your Clappia and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in Clappia triggers actions in Membrain (or vice versa).

Can we customize how data from Clappia is recorded in Membrain?

Absolutely. You can customize how Clappia 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.

How often does the data sync between Clappia and Membrain?

The data sync between Clappia and Membrain typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clappia to Membrain?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clappia and Membrain?

Yes, you can set conditional logic to control the flow of data between Clappia 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.

Clappia

About Clappia

Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.

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Membrain

About 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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