Sales & CRM
Membrain integration
Start workflows and AI agents from Membrain events, and let agents act in Membrain within the limits you set.
Membrain triggers and actions
Every Membrain trigger and action you can use in Konnectify workflows and AI agents.
- Trigger: New Added Contact Checked on a schedule
Polls contacts by CreatedDate and returns newly added contacts.
- Trigger: New Or Updated Contact Checked on a schedule
Polls contacts by ChangedDate and returns new or updated contacts.
- Trigger: New Added Company Checked on a schedule
Polls companies by CreatedDate and returns newly added companies.
- Trigger: New Or Updated Company Checked on a schedule
Polls companies by ChangedDate and returns new or updated companies.
- Trigger: New Added Opportunity Checked on a schedule
Polls opportunities by CreatedDate and returns newly added opportunities.
- Trigger: New Or Updated Opportunity Checked on a schedule
Polls opportunities by ChangedDate and returns new or updated opportunities.
- Trigger: New Added Product Checked on a schedule
Polls products by CreatedDate and returns newly added products.
- Trigger: New Or Updated Product Checked on a schedule
Polls products by ChangedDate and returns new or updated products.
- Trigger: New Added Prospect Checked on a schedule
Polls prospects by CreatedDate and returns newly added prospects.
- Trigger: New Or Updated Prospect Checked on a schedule
Polls prospects by ChangedDate and returns new or updated prospects.
- Trigger: New Added Ticket Checked on a schedule
Polls tickets by CreatedDate and returns newly added tickets.
- Trigger: New Added Activity Checked on a schedule
Polls activities by CreatedDate and returns newly added activities.
- Trigger: New Or Updated Activity Checked on a schedule
Polls activities by ChangedDate and returns new or updated activities.
- Trigger: New Added Account Growth Item Checked on a schedule
Polls account growth items by CreatedDate and returns newly added account growth items.
- Trigger: New Or Updated Account Growth Item Checked on a schedule
Polls account growth items by ChangedDate and returns new or updated account growth items.
- Trigger: New Added Quote Checked on a schedule
Polls quotes by CreatedDate and returns newly added quotes.
- Trigger: New Or Updated Quote Checked on a schedule
Polls quotes by ChangedDate and returns new or updated quotes.
- Trigger: New Added Order Checked on a schedule
Polls orders by CreatedDate and returns newly added orders.
- Trigger: New Or Updated Order Checked on a schedule
Polls orders by ChangedDate and returns new or updated orders.
- Trigger: New Added Opportunity Product Checked on a schedule
Polls opportunity products by CreatedDate and returns newly added opportunity products.
- Trigger: New Or Updated Opportunity Product Checked on a schedule
Polls opportunity products by ChangedDate and returns new or updated opportunity products.
- Trigger: New Added Process Container Contact Checked on a schedule
Polls process container contacts by CreatedDate and returns newly added process container contacts.
- Trigger: New Or Updated Process Container Contact Checked on a schedule
Polls process container contacts by ChangedDate and returns new or updated process container contacts.
- Trigger: New Added Order Row Checked on a schedule
Polls order rows by CreatedDate and returns newly added order rows.
- Trigger: New Or Updated Order Row Checked on a schedule
Polls order rows by ChangedDate and returns new or updated order rows.
- Trigger: New Added Quote Row Checked on a schedule
Polls quote rows by CreatedDate and returns newly added quote rows.
- Trigger: New Or Updated Quote Row Checked on a schedule
Polls quote rows by ChangedDate and returns new or updated quote rows.
- Trigger: New Added Document Checked on a schedule
Polls documents by CreatedDate and returns newly added documents.
- Trigger: New Or Updated Document Checked on a schedule
Polls documents by ChangedDate and returns new or updated documents.
- Action: Create Contact
Create a new contact.
- Action: Update Contact
Update an existing contact.
- Action: Find Contact
Finds a contact in Membrain using contact ID or email address.
- Action: Delete Contact
Delete a contact.
- Action: List contacts
Get list of contacts with filters.
- Action: Merge Contact
Merge one contact into another.
- Action: Find Company
Finds a company in Membrain using company ID, email, name or LinkedIn profile.
- Action: List Companies
Get list of companies with filters.
- Action: Create Company
Create a new company in Membrain.
- Action: Update Company
Update an existing company.
- Action: Merge Company
Merge one company into another.
- Action: Delete Company
Delete a company.
- Action: List Account Growth Items
Get list of account growth items.
- Action: Find Account Growth Item
Get account growth item by GUID.
- Action: Create Account Growth Item
Create a new account growth item.
- Action: Update Account Growth Item
Update an existing account growth item.
- Action: Delete Account Growth Item
Delete an account growth item.
- Action: List Opportunities
Get list of opportunities.
- Action: Find Opportunity
Finds an opportunity in Membrain using opportunity ID or name.
- Action: Create Opportunity
Create a new opportunity.
- Action: Update Opportunity
Update an existing opportunity.
- Action: Delete Opportunity
Delete an opportunity.
- Action: List Prospects
Get list of prospects.
- Action: Find Prospect
Finds a prospect in Membrain using prospect ID or name.
- Action: Create Prospect
Create a new prospect.
- Action: Update Prospect
Update an existing prospect.
- Action: Merge Prospect
Merge one prospect into another.
- Action: Delete Prospect
Delete a prospect.
- Action: List Tickets
Get list of tickets.
- Action: Find Ticket
Get a ticket by GUID.
- Action: Create Ticket
Create a new ticket.
- Action: Update Ticket
Update an existing ticket.
- Action: Delete Ticket
Delete a ticket.
- Action: List Activities
Get list of activities, tasks, notes, calls and emails.
- Action: Find Activity
Get an activity by GUID and optional selected type.
- Action: Create Activity
Create a new appointment, task, call, note or email.
- Action: Update Activity
Update an existing appointment, task, call, note or email.
- Action: Delete Activity
Delete an activity.
- Action: Complete Task
Marks a task as completed in Membrain.
- Action: Uncomplete Task
Marks a task as not completed in Membrain.
- Action: List Custom Metric Datas
Get list of custom metric datas with filters.
- Action: Update Custom Metric Datas
Update custom metric datas for a metric and user.
- Action: Delete Custom Metric Datas
Deletes custom metric datas for a metric and user.
- Action: List Opportunity Products
Get list of opportunity products with filters.
- Action: Find Opportunity Product
Get an opportunity product by GUID.
- Action: Create Opportunity Product
Create a new opportunity product.
- Action: Update Opportunity Product
Update an existing opportunity product.
- Action: Delete Opportunity Product
Delete an opportunity product.
- Action: List Process Container Contacts
Get list of process container contacts with filters.
- Action: Find Process Container Contact
Get a process container contact by GUID.
- Action: Create Process Container Contact
Create a new process container contact.
- Action: Update Process Container Contact
Update an existing process container contact.
- Action: Delete Process Container Contact
Delete a process container contact.
- Action: List Automation Enrolled
Get enrolled items for a specific automation.
- Action: Enroll Automation Item
Enroll a Prospect, Opportunity, AccountGrowthItem, Ticket, Person or Company into an automation.
- Action: Unenroll Automation Item
Unenrolls an item from an automation.
- Action: Delete Automation Enrolled
Deletes an automation enrolled database entry.
- Action: List Order Rows
Get list of order rows with filters.
- Action: Find Order Row
Get an order row by GUID.
- Action: Create Order Row
Create a new order row.
- Action: Update Order Row
Update an existing order row.
- Action: Delete Order Row
Delete an order row.
- Action: List Quote Rows
Get list of quote rows with filters.
- Action: Find Quote Row
Get a quote row by GUID.
- Action: Create Quote Row
Create a new quote row.
- Action: Update Quote Row
Update an existing quote row.
- Action: Delete Quote Row
Delete a quote row.
- Action: List Quotes
Get list of quotes with filters.
- Action: Find Quote
Get a quote by GUID.
- Action: Create Quote
Create a new quote.
- Action: Update Quote
Update an existing quote.
- Action: Delete Quote
Delete a quote.
- Action: List Documents
Get list of documents with filters.
- Action: Find Document
Get a document by GUID.
- Action: Create Document
Create a new document.
- Action: Update Document
Update an existing document.
- Action: Delete Document
Delete a document.
- Action: List Orders
Get list of orders with filters.
- Action: Find Order
Get an order by GUID.
- Action: Create Order
Create a new order.
- Action: Update Order
Update an existing order.
- Action: Delete Order
Delete an order.
- Action: Find Product
Get product by GUID.
- Action: Create Product
Create a new product.
- Action: Update Product
Update an existing product.
- Action: Delete Product
Delete a product.
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Use Membrain in an AI agent
Add any Membrain action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.
Connect Membrain with other apps
See what you can automate between Membrain and another app, with workflows and AI agents.
Which app do you want to connect with Membrain?
Pick any of 201 apps to see what it can do with Membrain.
Membrain and AI
Add AI steps to Membrain workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Membrain + ChatGPT Membrain + Claude Membrain + Gemini
Use Membrain actions from Claude or ChatGPT
Expose the Membrain actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
Set up an MCP server
Connect Membrain and run your first workflow
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