When this happens...
Prospect Created
Prospect Disqualified
Sales Project Archives
Sales Project Created
Sales Project Won

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Prospect is created.
Triggers when a prospect has been disqualified.
Triggers when a sales project is archived.
Triggers when a new sales project is created.
Triggers when a sales project is won.
Action is the task that follows automatically within your Membrain integrations.
Creates a new company
Creates a new contact.
Create a new sales project.
Sends a question to a chatbot.

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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 Membrain and Wizy Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Wizy Chat (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Wizy Chat. This includes choosing which data fields go into which fields of Wizy Chat, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Wizy Chat 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 Membrain and Wizy Chat. 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.
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
Learn MoreWizy Chat is a versatile communication platform designed to enhance team collaboration and streamline communication processes. It offers a range of features including instant messaging, file sharing, and integration with other productivity tools, making it an ideal solution for businesses looking to improve internal communication and team efficiency.
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