When this happens...
New Activity Created
Contact Is Updated
Company Is Updated

Automatically do this!
Get Call Recordings
Get Call Details
Call Summary
Get Call Transcript
Get Call Voicemail
Send SMS
Get Message by ID
Add or update contact
Get phone numbers
Get call history
List Conversations
List Messages
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new activity is created in Membrain.
Runs when contact is updated
Runs when company is updated
Triggers when an incoming/outgoing call is completed.
Triggers when a call recording has finished.
Triggered when a call summary is completed for the selected phone number(s).
Action is the task that follows automatically within your Membrain integrations.
Creates a new company in Membrain.
Creates a new contact in Membrain using the provided details.
Adds a new prospect to Membrain.
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
Retrieve audio recordings for a specific call using its Call ID.

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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 Quo accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Quo (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Quo. This includes choosing which data fields go into which fields of Quo, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Quo 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 Quo. 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 MoreQUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
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