Connect Membrain and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
Prospect Disqualified
Prospect Moved to Stage
Sales Project Archives
New Sales Project
Sales Project Won
Contact Is Updated
Company Is Updated
Opportunity Is Updated
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use Membrain and Pennylane 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.
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.
Sales Project Won
Triggers when a sales project is won.
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 Customer
Creates a new individual customer.
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Frequently Asked Questions
To start, connect both your Membrain and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Pennylane 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 Pennylane. 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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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