Connect record and membersuite to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for record
Choose an Action
Automatically do this!
- Request a new Action for membersuite
Integrate record with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
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Frequently Asked Questions
To start, connect both your record and membersuite accounts to viaSocket. Once connected, you can set up a workflow where an event in record triggers actions in membersuite (or vice versa).
Absolutely. You can customize how record data is recorded in membersuite. This includes choosing which data fields go into which fields of membersuite, setting up custom formats, and filtering out unwanted information.
The data sync between record and membersuite 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 record and membersuite. 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 record
Record streamlines B2B SaaS support by automating issue resolution, investigation, and collaboration through a singular source of truth.
Learn MoreAbout membersuite
MemberSuite provides a CRM platform to keep the contact information of all your valuable members, donors, and prospects in one place. MemberSuite makes it easy to keep track of the people that allow your organization to shine.
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