When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated

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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 a new sales project is created.
Runs when contact is updated
Runs when company is updated
Runs when Opportunity Is Updated
Action is the task that follows automatically within your Membrain integrations.
Creates a new company in Membrain.
Add a new contact in Membrain with the details you provide.
Creates a new prospect in 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.
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To start, connect both your Membrain and Vizard.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Vizard.ai (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Vizard.ai. This includes choosing which data fields go into which fields of Vizard.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Vizard.ai 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 Vizard.ai. 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.
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