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

Automatically do this!
Create Organization
Rename Organization
Delete organization
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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.
Trigger when a user document delete.
Action is the task that follows automatically within your Membrain integrations.
Creates a new company
Creates a new contact.
Create a new sales project.
This action create New Organization.
This action rename the Organization name.
This action delete an organization.

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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 SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in SignNow (or vice versa).
Absolutely. You can customize how Membrain data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and SignNow 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 SignNow. 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 MoreSignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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