Connect Membrain and AgentX to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity Created
Contact Is Updated
Company Is Updated
Choose an Action
Automatically do this!
Start a conversation
Send message to agent
Send a message
Ready to use Membrain and AgentX automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
New conversation arrives
Start a workflow for each new conversation received by the selected AgentX agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
Get recent agents
Returns agents created within the selected time window, newest first.
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company
Create Contact
Creates a new contact.
Create Prospect
Creates a new prospect.
Create Activity
Creates a new activity.
Create Sales Project
Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.
Start a conversation
Create a new chat with the selected agent so you can send messages and get responses.
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Frequently Asked Questions
To start, connect both your Membrain and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in AgentX (or vice versa).
Absolutely. You can customize how Membrain data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and AgentX 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 AgentX. 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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
Learn MoreAbout AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
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