Full list

Supported Triggers & Actions

Everything you can automate between Iterate and Membrain.

When this happensTriggers

A trigger is an event that starts a workflow.

When a survey question is answered

When a survey question is answered

Runs the workflow automatically whenever a question in the selected survey is answered.

When a survey response is submitted

When a survey response is submitted

Runs the workflow automatically when a respondent finishes the survey and their complete set of answers is submitted.

New Activity Created

New Activity Created

Runs when new activity is created in Membrain.

New Sales Project Created

New Sales Project Created

Runs when a new sales project is created.

Contact Is Updated

Contact Is Updated

Runs when contact is updated

Company Is Updated

Company Is Updated

Runs when company is updated

Do thisActions

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

Add User to Survey

Add User to Survey

Add user to a survey

List Surveys

List Surveys

Show all survey forms

Get Survey Responses

Get Survey Responses

Retrieve responses for a survey

Get Survey Stats

Get Survey Stats

Get survey response statistics

Search User

Search User

Find user by email/ID/property

Anonymize User

Anonymize User

Remove a user's personal data

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Iterate
Iterate + Membrain
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About Iterate

Iterate helps teams collect customer feedback and insights through targeted surveys and forms.

Learn more
Integrations Membrain
Membrain + Iterate
Membrain logo

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

Learn more

Frequently Asked Questions

How do I connect Iterate and Membrain?

Sign up for a free viaSocket account, then authorize both your Iterate and Membrain accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Iterate and Membrain as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Iterate to Membrain?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Membrain. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Iterate triggers actions in Membrain, and a separate workflow where Membrain triggers actions in Iterate. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Iterate and Membrain. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Iterate and Membrain integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.