Connect Memberful and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Member SignUp
Member Deleted
Member Updated
Order Refunded
Order Completed
New Subscription
Subscription Deleted
Subscription Updated
Subscription Renewed
Tax ID Updated
Choose an Action
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Member SignUp
Triggers when a new member signs up.
Member Deleted
Triggered when a member is removed from Memberful; sends the member's details to your webhook.
Member Updated
Triggered when a Memberful member's details change; provides the updated member record for your workflow.
Order Refunded
Sends refunded order details when a Memberful order is refunded.
Order Completed
Triggered when a Memberful order is completed; sends the order and member details to your configured webhook.
New Subscription
Triggered when a new subscription is created in Memberful and provides the subscription details.
Do thisActions
Action is the task that follows automatically within your Memberful integrations.
Create Record
Creates a Record.
Update Record
Updates a Record
List Contact
Retrieves the list of all contacts
List Emails
Retrieves the list of all emails
List Events
Retrieves the list of all events
List Leads
Retrieves the list of all leads
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Frequently Asked Questions
To start, connect both your Memberful and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Memberful triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Memberful data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.
The data sync between Memberful and Insightly 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 Memberful and Insightly. 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.
About Memberful
Memberful is a membership management and subscription platform that helps creators, publishers, educators, and online businesses sell memberships, manage subscribers, and monetize digital content all while giving them full control over their brand and audience
Learn MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
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