Connect Membervault and Sanchay Crm
Integrate Membervault with Sanchay Crm to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Sanchay CRM when When a User Is Added to a Product in Membervault
Create Lead in Sanchay CRM when When a User Is Added to a Product in Membervault
View Lead Contacts in Sanchay CRM when When a User Is Added to a Product in Membervault
Create Task in Sanchay CRM when When a User Is Added to a Product in Membervault
Create Product in Sanchay CRM when When a User Is Added to a Product in Membervault
Popular Membervault + Sanchay Crm flows
Start from a real workflow other teams are already running.
Choose a trigger
Membervault
When this happens...
When a User Is Added to a Product
Choose an action
Sanchay Crm
Automatically do this!
Add Contact
Create Lead
View Lead Contacts
Create Task
Create Product
Create New User
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Add Contact to Sanchay CRM when When a User Is Added to a Product in Membervault
Use this flowCreate Lead in Sanchay CRM when When a User Is Added to a Product in Membervault
Use this flowView Lead Contacts in Sanchay CRM when When a User Is Added to a Product in Membervault
Use this flowCreate Task in Sanchay CRM when When a User Is Added to a Product in Membervault
Use this flowCreate Product in Sanchay CRM when When a User Is Added to a Product in Membervault
Use this flowCreate New User in Sanchay CRM when When a User Is Added to a Product in Membervault
Use this flowInsert or Update Data With Linking Module in Sanchay CRM when When a User Is Added to a Product in Membervault
Use this flowGet Module Fields from Sanchay CRM when When a User Is Added to a Product in Membervault
Use this flowUpdate Ticket in Sanchay CRM when When a User Is Added to a Product in Membervault
Use this flowGet User By Email from Membervault by email when New Lead Is Created in Sanchay CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Membervault and Sanchay Crm.
When this happensTriggers
A trigger is an event that starts a workflow.
When a User Is Added to a Product
Runs the workflow automatically whenever any user is added to a product in the account.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
Do thisActions
Action is the task that follows automatically within your Membervault integrations.
Get User By Email
Retrieve user profile by email
Enroll User in Course
Enroll a user in a course using their email; optionally add their first and last name.
Get Courses
Retrieve courses from your account — list all courses or fetch a single course by ID.
Remove Member From Course
Remove member from course
Permanently Delete Member
Permanently remove a member and their data from your account.
Add Contact
Create a new contact
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Membervault
MemberVault is a Relationship Marketing Platform that allows users to host courses, membership and other digital products in one place.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Membervault and Sanchay Crm 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.
Yes. viaSocket uses instant triggers where available, so data moves between Membervault and Sanchay Crm as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sanchay Crm. No coding required.
Yes. You can set up a workflow where Membervault triggers actions in Sanchay Crm, and a separate workflow where Sanchay Crm triggers actions in Membervault. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Membervault and Sanchay Crm. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Membervault and Sanchay Crm integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
