When this happens...
Prospect Created
Prospect Disqualified
Sales Project Archives
Sales Project Created
Sales Project Won

Automatically do this!
Render PDF Direct
Render Screenshot Direct
Render a Screenshot or PDF from a Template
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Prospect is created.
Triggers when a prospect has been disqualified.
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.
Create a new sales project.
Render a PDF directly from a specified URL.
Render a Screenshot directly from a specified URL.
Render a Screenshot or a PDF from a Template.

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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 Doppio accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Doppio (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Doppio. This includes choosing which data fields go into which fields of Doppio, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Doppio 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 Doppio. 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 MoreDoppio is a cutting-edge platform designed to enhance productivity and streamline workflows for developers and tech enthusiasts. With its robust set of tools and integrations, Doppio empowers users to efficiently manage their development projects, automate repetitive tasks, and collaborate seamlessly with team members. Whether you're working on a solo project or part of a larger team, Doppio provides the necessary features to boost your productivity and ensure successful project delivery.
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