
When this happens...
Automatically do this!
Create Company
Create Contact
Create Prospect
Create Activity
Create Sales Opportunity
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new activity is created in Membrain.
Runs when contact is updated
Runs when company is updated
Action is the task that follows automatically within your Join.me integrations.
Get all existing Scheduled Meetings.
Creates a new company in Membrain.
Creates a new contact in Membrain using the provided details.
Adds a new prospect to Membrain.
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Join.me and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in Join.me triggers actions in Membrain (or vice versa).
Absolutely. You can customize how Join.me 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 Join.me 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 Join.me 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.
Join.me is a versatile online meeting and screen sharing tool that allows users to host and join meetings with ease. It offers features such as video conferencing, screen sharing, and collaboration tools to enhance productivity and communication.
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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