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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Account Growth Project Archived" from Membrain.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

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Zapier seamlessly connects Membrain and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Process
Trigger
Polling
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- Stage
  Required
Trigger
Polling
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- Please select one or more Activity Types
Trigger
Polling
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Content Hub Item Created
Triggers when a Content Hub Item Created.
Trigger
Polling
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- Process
Trigger
Polling
Try It

- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It

- Stage
  Required
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
- Process
  Required
- Name
  Required
- Company
  Required
- Owner
  Required
- Value
- Value Currency
- Potential
- Potential Currency
- Start Date
- End Date
Action
Write
- Activity Type
- Company
- From Date (UTC)
  Required
- To Date (UTC)
  Required
- Title
  Required
- Contents
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Company Name
  Required
Action
Write
- Type
  Required
- ContentType
  Required
- Name
- Link
- File
Action
Write
- Activity Type
- Company
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Activity Type
- Company
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Activity Type
- Company
- Deadline (UTC)
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Account Growth Project Id (GUID)
  Required
- Name
- Owner
- Value
- Value Currency
- Potential
- Potential Currency
- Start Date
- End Date
Action
Write
- Flow Id (GUID)
  Required
- Name
- Owner
- Start Date
- End Date
Action
Write
- Contact Id (GUID)
  Required
Action
Write
- Ticket Id (GUID)
  Required
- Name
- Owner
Action
Write
- Key (eg. AGP-123)
  Required
Action
Search
- External Identifier
  Required
Action
Search
- Name
  Required
Action
Search
- Key (F-123)
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Email Address
  Required
Action
Search
- Id
  Required
Action
Search
- Key (eg. P-123)
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
Company Created
Triggers when a new Company is created
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
Contact Created
Triggers when a new Contact is created
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Activity Type
- Company Name
  Required
- Contents
  Required
- Prospect Name
- Sales Project Name
- Account Growth Project Name
- Ticket Name
- Flow Name
- Organizer Name
- Contact Name
Action
Write
- Activity Type
- Company
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Company Name
  Required
- Contact Name
  Required
Action
Write
- Process
  Required
- Name
  Required
- Company
- Parent
- Start Date
- End Date
- Owner
Action
Write
- Process
  Required
- Prospect Name
- Company
  Required
- Owner Name
- Create Only If
Action
Write
- Process
  Required
- Opportunity Name
  Required
- Company
  Required
- Owner
  Required
- Value
- Value Currency
- Estimated Closing Date
Action
Write
- Process
  Required
- Name
  Required
- Company
  Required
- Owner
Action
Write
- Company Id (GUID)
  Required
Action
Write
- Sales Project Id (GUID)
  Required
- Name
- Owner
- Value
- Value Currency
- Estimated Closing Date
Action
Write
- Prospect Id (GUID)
  Required
- Name
- Owner
Action
Write
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Company Id (GUID)
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Key (eg. SP-123)
  Required
Action
Search
- Company
  Required
- Name
  Required
Action
Search
- External Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Key (eg. T-123)
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Make work flow with AI

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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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