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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new member signs up.
Triggered when a member is removed from Memberful; sends the member's details to your webhook.
Triggered when a Memberful member's details change; provides the updated member record for your workflow.
Sends refunded order details when a Memberful order is refunded.
Triggered when a Memberful order is completed; sends the order and member details to your configured webhook.
Triggered when a new subscription is created in Memberful and provides the subscription details.
Action is the task that follows automatically within your Salesmate integrations.
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
Creates a new Deal

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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 Salesmate and Memberful accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Memberful (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Memberful. This includes choosing which data fields go into which fields of Memberful, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Memberful 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 Salesmate and Memberful. 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.
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn MoreMemberful is a membership management and subscription platform that helps creators, publishers, educators, and online businesses sell memberships, manage subscribers, and monetize digital content all while giving them full control over their brand and audience
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