Connect Membrain and Simplicate to Build Intelligent Automations
Choose a Trigger
When this happens...
Prospect Created
Prospect Disqualified
Sales Project Archives
Sales Project Created
Sales Project Won
Choose an Action
Automatically do this!
List All Organization
List All Expenses
List All Contact Person
List All Person
List All Hours
List All Employee
List All Employee Custom Field Groups
List All Employee Custom Field
List All Leave
List All Timetable
List All Invoices
List All Invoices Status
List All Projects
List All Project Status
List All Sales Quote
List All Sales Custom Field
List All Sales Status
Create Timeline Note
Ready to use Membrain and Simplicate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Prospect Created
Triggers when a new Prospect is created.
Prospect Disqualified
Triggers when a prospect has been disqualified.
Sales Project Archives
Triggers when a sales project is archived.
Sales Project Created
Triggers when a new sales project is created.
Sales Project Won
Triggers when a sales project is won.
New Project Created
Triggers when a new project is created.
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 Sales Project
Create a new sales project.
List All Organization
Retrieves the details of all organization
List All Expenses
Retrieves the details of all expenses of employees
List All Contact Person
Retrieves the details of all contact person
Know More About Membrain and Simplicate Integrations
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Frequently Asked Questions
To start, connect both your Membrain and Simplicate accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Simplicate (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Simplicate. This includes choosing which data fields go into which fields of Simplicate, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Simplicate 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 Simplicate. 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 Simplicate
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
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