Connect workast and Membrain to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Created

New Task Created

Triggers when a new task is created in your Workast account.

New Activity

New Activity

Triggers when a new activity is created.

Prospect Disqualified

Prospect Disqualified

Triggers when a prospect has been disqualified.

Prospect Moved to Stage

Prospect Moved to Stage

Triggers when a prospect is moved to a specific stage.

Sales Project Archives

Sales Project Archives

Triggers when a sales project is archived.

New Sales Project

New Sales Project

Triggers when a new sales project is created.

Do thisActions

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

Create a Task

Create a Task

create a task in workast app.

Create a Space

Create a Space

create a new space in workast.

Creates a Subtask

Creates a Subtask

Creates a new subtask on a task.

Update Space

Update Space

Update an existing space.

Create a Tag

Create a Tag

Create a new tag

Add Tag

Add Tag

Add a tag to a task

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Frequently Asked Questions

How do I start an integration between workast and Membrain?

To start, connect both your workast and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in workast triggers actions in Membrain (or vice versa).

Can we customize how data from workast is recorded in Membrain?

Absolutely. You can customize how workast data is recorded in Membrain. This includes choosing which data fields go into which fields of Membrain, setting up custom formats, and filtering out unwanted information.

How often does the data sync between workast and Membrain?

The data sync between workast and Membrain typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from workast to Membrain?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between workast and Membrain?

Yes, you can set conditional logic to control the flow of data between workast and Membrain. 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.

workast

About workast

Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.

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Membrain

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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