Connect Membrain and Tookan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity Created
Contact Is Updated
Company Is Updated
Choose an Action
Automatically do this!
Create a Pickup and Delivery Task
Create a Pickup Task
Create an Appointment Task
Create an FOS Workflow Task
Create a Team
Create a Manager
Create a Delivery Task
Ready to use Membrain and Tookan automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Creates a new contact in Membrain using the provided details.
Create Prospect
Adds a new prospect to Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
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 a Pickup and Delivery Task
Creates a Pick and Delivery Task.
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Frequently Asked Questions
To start, connect both your Membrain and Tookan accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Tookan (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Tookan. This includes choosing which data fields go into which fields of Tookan, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Tookan 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 Tookan. 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 Tookan
Tookan is a comprehensive delivery management platform designed to streamline and optimize your delivery operations. It offers real-time tracking, route optimization, and efficient task management to ensure timely and accurate deliveries.
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