When this happens...
New Activity
New Prospect
Prospect Disqualified
Prospect Moved to Stage
Sales Project Archives
New Sales Project
Sales Project Won

Automatically do this!
Enable Integrations or automations with these events of Membrain and Mem AI
Triggers when a new activity is created.
Triggers when a new Prospect 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.
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.
Explore more automations built by businesses and experts

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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 Mem AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Mem AI (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Mem AI. This includes choosing which data fields go into which fields of Mem AI, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Mem 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 Mem 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 MoreMem.ai is an advanced note-taking and knowledge management platform that leverages artificial intelligence to help users organize, retrieve, and share information effortlessly. It enhances productivity by offering smart suggestions, seamless integration with other tools, and a user-friendly interface for capturing and managing notes.
Learn More