Connect Worksection and Membrain to Build Intelligent Automations

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Worksection

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Membrain

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

New Activity

New Activity

Triggers when a new activity is created.

Prospect Disqualified

Prospect Disqualified

Triggers when a prospect has been disqualified.

Do thisActions

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

Create Project

Create Project

Adds a new project into your account.

Create Company

Create Company

Creates a new company

Create Contact

Create Contact

Creates a new contact.

Create Prospect

Create Prospect

Creates a new prospect.

Create Activity

Create Activity

Creates a new activity.

Create Sales Project

Create Sales Project

Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.

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Frequently Asked Questions

How do I start an integration between Worksection and Membrain?

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

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

Absolutely. You can customize how Worksection 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 Worksection and Membrain?

The data sync between Worksection 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 Worksection 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 Worksection and Membrain?

Yes, you can set conditional logic to control the flow of data between Worksection 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.

Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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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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