Connect YCloud and Membrain to Build Intelligent Automations

Choose a Trigger

YCloud

When this happens...

Choose an Action

Membrain

Automatically do this!

Ready to use YCloud and Membrain automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity Created

New Activity Created

Runs when a new activity is created in Membrain.

Prospect Is Disqualified

Prospect Is Disqualified

Runs when a prospect is disqualified.

Prospect Moves To Stage

Prospect Moves To Stage

Runs when a prospect is moved to a specific stage.

Sales Project Is Archived

Sales Project Is Archived

Runs when a sales project is archived.

New Sales Project Created

New Sales Project Created

Runs when a new sales project is created.

Sales Project Is Won

Sales Project Is Won

Runs when a sales project is won.

Do thisActions

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

Send an Email

Send an Email

Send an email to the customers

Retrieve balance

Retrieve balance

Get balance from ycloud.

List Unsubscribers

List Unsubscribers

Get all unsubscribers from ycloud.

List Voice Records

List Voice Records

Get all Voice Records from ycloud.

List WhatsApp Business Accounts

List WhatsApp Business Accounts

Get all WhatsApp business accounts from ycloud.

List WhatsApp Business Phone Numbers

List WhatsApp Business Phone Numbers

Get all WhatsApp business phone numbers from ycloud.

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Frequently Asked Questions

How do I start an integration between YCloud and Membrain?

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

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

Absolutely. You can customize how YCloud 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 YCloud and Membrain?

The data sync between YCloud 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 YCloud 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 YCloud and Membrain?

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

YCloud

About YCloud

YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.

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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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