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

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Get Task
Create Task
Search Tasks
Create Message
Create List
List all Lists
List all Tasks
List all Field Templates
List all Users
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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.
Triggers when a new task is created.
Action is the task that follows automatically within your Membrain integrations.
Creates a new company
Creates a new contact.
Create a new sales project.
Get a task detail by Id.
Creates a task in your workspace.
Search tasks through with a text query.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Height accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Height (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Height. This includes choosing which data fields go into which fields of Height, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Height 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 Height. 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 MoreHeight is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
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