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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new activity is created.
Triggers when a prospect has been disqualified.
Triggers when a prospect is moved to a specific stage.
Triggers when a sales project is archived.
Triggers when a new sales project is created.
Triggers when a sales project is won.
Action is the task that follows automatically within your Membrain integrations.
Creates a new company
Creates a new contact.
Creates a new prospect.
Creates a new activity.
Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.
Creates an employee, manager, or supervisor.

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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 When I Work accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in When I Work (or vice versa).
Absolutely. You can customize how Membrain data is recorded in When I Work. This includes choosing which data fields go into which fields of When I Work, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and When I Work 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 When I Work. 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 MoreWhen I Work is an employee scheduling and time tracking software designed to streamline workforce management and enhance communication among teams. It provides tools for scheduling, attendance tracking, and time clock functionalities, catering to businesses seeking efficient shift planning and workforce management solutions.
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