Connect Membrain and Docstar to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Prospect
Prospect Disqualified
Prospect Moved to Stage
Sales Project Archives
New Sales Project
Sales Project Won
Choose an Action
Automatically do this!
Create a Document
List Pages/Documents
Get Page/Document Content
Ready to use Membrain and Docstar automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when a new activity is created.
New Prospect
Triggers when a new Prospect is created.
Prospect Disqualified
Triggers when a prospect has been disqualified.
Prospect Moved to Stage
Triggers when a prospect is moved to a specific stage.
Sales Project Archives
Triggers when a sales project is archived.
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
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.
Create a Document
Create a new page under a specified parent with title, optional URL slug, tab ID, and content.
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Frequently Asked Questions
To start, connect both your Membrain and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Docstar (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Docstar. This includes choosing which data fields go into which fields of Docstar, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Docstar 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 Docstar. 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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
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