When this happens...
New Activity
Prospect Disqualified
Prospect Moved to Stage
Sales Project Archives
New Sales Project
Sales Project Won
Contact Is Updated
Company Is Updated

Automatically do this!
Create Datastore
List Datastores
Get Datastore Metadata
Reset Datastore
Delete Datastore
List Documents
Get Document Metadata
Delete Document
List Agents
Create Agent
Delete Agent
Reset Agent
Get Agent Metadata
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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 new Datastore.

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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 Contextual AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Contextual AI (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Contextual AI. This includes choosing which data fields go into which fields of Contextual AI, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Contextual AI 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 Contextual AI. 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 MoreContextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
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