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

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Create Project
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Create Document
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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 new Prospect 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.
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.
Creates a new project.

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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 Basecamp accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Basecamp (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Basecamp . This includes choosing which data fields go into which fields of Basecamp , setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Basecamp 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 Basecamp . 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 MoreBasecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
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