Connect Membrain and Workzappy to Build Intelligent Automations
Choose a Trigger
When this happens...
Sales Project Created
Choose an Action
Automatically do this!
New Task
New Project
New Phase
New Tag
Remove Task hold
Enable Organization User
Disable Organization User
Change Project Members Role
Add Project Member
Ready to use Membrain and Workzappy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Sales Project Created
Triggers when a new sales 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.
New Task
Create a new task.
New Project
Create a new Project.
New Phase
Create a new phase(sprint) for your project
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Frequently Asked Questions
To start, connect both your Membrain and Workzappy accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Workzappy (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Workzappy. This includes choosing which data fields go into which fields of Workzappy, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Workzappy 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 Workzappy. 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 Workzappy
Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
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