Connect Membrain and D-iD to Build Intelligent Automations

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Membrain

When this happens...

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D-iD

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when a new activity is created.

New Prospect

New Prospect

Triggers when a new Prospect is created.

Prospect Disqualified

Prospect Disqualified

Triggers when a prospect has been disqualified.

Prospect Moved to Stage

Prospect Moved to Stage

Triggers when a prospect is moved to a specific stage.

Sales Project Archives

Sales Project Archives

Triggers when a sales project is archived.

New Sales Project

New Sales Project

Triggers when a new sales project is created.

Do thisActions

Action is the task that follows automatically within your Membrain integrations.

Create Company

Create Company

Creates a new company

Create Contact

Create Contact

Creates a new contact.

Create Prospect

Create Prospect

Creates a new prospect.

Create Activity

Create Activity

Creates a new activity.

Create Sales Project

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.

Create Consent

Create Consent

Creates a Consent.

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Frequently Asked Questions

How do I start an integration between Membrain and D-iD?

To start, connect both your Membrain and D-iD accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in D-iD (or vice versa).

Can we customize how data from Membrain is recorded in D-iD?

Absolutely. You can customize how Membrain data is recorded in D-iD. This includes choosing which data fields go into which fields of D-iD, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Membrain and D-iD?

The data sync between Membrain and D-iD typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Membrain to D-iD?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Membrain and D-iD?

Yes, you can set conditional logic to control the flow of data between Membrain and D-iD. 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

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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D-iD

About D-iD

D-iD is a cutting-edge platform specializing in AI-driven solutions for creating and managing digital identities. It offers advanced tools for generating realistic avatars and digital personas, enhancing user interaction and personalization in various applications.

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