Full list

Supported Triggers & Actions

Everything you can automate between Pitchit and Membrain.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new pitch is created

When a new pitch is created

Runs the workflow automatically when a new pitch is created in Pitchit.

When a meeting is booked

When a meeting is booked

Runs the workflow automatically whenever a meeting is booked in the account.

When a lead's priority changes

When a lead's priority changes

Runs the workflow automatically whenever any lead's priority is changed.

When a lead's insights are updated

When a lead's insights are updated

Runs the workflow automatically whenever any lead's insights are updated in the account.

New Activity Created

New Activity Created

Runs when new activity is created in Membrain.

New Sales Project Created

New Sales Project Created

Runs when a new sales project is created.

Do thisActions

Action is the task that follows automatically within your Pitchit integrations.

Add Lead to Pitchit

Add Lead to Pitchit

Adds a new lead to Pitchit and assigns them to the selected campaign.

Create Company

Create Company

Creates a new company in Membrain.

Create Contact

Create Contact

Add a new contact in Membrain with the details you provide.

Create Prospect

Create Prospect

Creates a new prospect in Membrain.

Create Activity

Create Activity

Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.

Create Sales Opportunity

Create Sales Opportunity

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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How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Pitchit
Pitchit + Membrain
Pitchit logo

About Pitchit

Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.

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Integrations Membrain
Membrain + Pitchit
Membrain logo

About Membrain

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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Frequently Asked Questions

How do I connect Pitchit and Membrain?

Sign up for a free viaSocket account, then authorize both your Pitchit and Membrain accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Pitchit and Membrain as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Pitchit to Membrain?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Membrain. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Pitchit triggers actions in Membrain, and a separate workflow where Membrain triggers actions in Pitchit. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Pitchit and Membrain. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Pitchit and Membrain integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.