When this happens...
Workflow Data
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.
Triggered when a workflow data is updated.
Triggers when a new activity is created.
Triggers when a prospect has been disqualified.
Triggers when a prospect is moved to a specific stage.
Triggers when a sales project is archived.
Triggers when a new sales project is created.
Action is the task that follows automatically within your Kadoa 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 Kadoa and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in Kadoa triggers actions in Membrain (or vice versa).
Absolutely. You can customize how Kadoa 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 Kadoa 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 Kadoa 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.
Kadoa is a versatile platform designed to streamline and enhance your project management and team collaboration efforts. With a focus on improving productivity and efficiency, Kadoa offers a suite of tools that facilitate seamless communication, task management, and project tracking. Ideal for teams of all sizes, Kadoa helps you stay organized and on top of your projects, ensuring that deadlines are met and goals are achieved.
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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