
When this happens...
New Habit
New Areas
New Logs
Automatically do this!
Create Company
Create Contact
Create Prospect
Create Activity
Create Sales Project
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new habit is created.
Triggers when new area is created.
Triggers when new logs is created.
Triggers when a new activity is created.
Triggers when a new Prospect is created.
Triggers when a prospect has been disqualified.
Action is the task that follows automatically within your Habitify integrations.
Creates a new company
Creates a new contact.
Creates a new prospect.
Creates a new activity.
Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.

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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 Habitify and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in Habitify triggers actions in Membrain (or vice versa).
Absolutely. You can customize how Habitify 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 Habitify 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 Habitify 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.
Habitify is a habit tracker app designed to help users build and maintain good habits, stay organized, and achieve their personal goals. It provides tools for tracking daily habits, setting reminders, and analyzing progress over time.
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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