When this happens...
New Activity
Prospect Disqualified
Prospect Moved to Stage
Sales Project Archives
New Sales Project
Sales Project Won

Automatically do this!
Create User
Create Task
Create Activity Type
Create Board Stage
Create Simple Entity
Create Entity Notes
Create Department
Update User
Delete Board
Delete Entity
Create Scheduler
Create Scheduler Appointment
Create Tutorial Group
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new activity is created.
Triggers when a prospect has been disqualified.
Triggers when a prospect is moved to a specific stage.
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.
Creates a new prospect.
Creates a new activity.
Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.
Create a user in amwork.

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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 Amwork accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Amwork (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Amwork. This includes choosing which data fields go into which fields of Amwork, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Amwork 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 Amwork. 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 MoreAmwork is a comprehensive platform designed to enhance team collaboration and productivity. It offers a suite of tools that facilitate seamless communication, project management, and task tracking, making it an ideal solution for businesses looking to streamline their workflows and improve team efficiency.
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