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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new activity is created in Membrain.
Runs when a prospect is disqualified.
Runs when a prospect is moved to a specific stage.
Runs when a sales project is archived.
Runs when a new sales project is created.
Runs when a sales project is won.
Action is the task that follows automatically within your DocsBot integrations.
Ask a new question to your DocsBot and get an answer.
Creates a new source to train a bot.
Creates a new company
Creates a new contact.
Creates a new prospect.
Creates a new activity.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DocsBot and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Membrain (or vice versa).
Absolutely. You can customize how DocsBot 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 DocsBot 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 DocsBot 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.
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
Learn MoreMembrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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