Connect Memberful and Sage Sales Management 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 Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use Memberful and Sage Sales Management automations
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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 Account
Create Account in ForceManager
Create Activity
Create activity
Create Contact
Create Contact
Create Calendar Item
Creates a new calendar item.
Create Opportunity
Creates a new opportunity.
Create Sales Order
Creates a new Sales Order
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Frequently Asked Questions
To start, connect both your Memberful and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Memberful triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Memberful data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Memberful and Sage Sales Management 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 Sage Sales Management. 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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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