Zapier is a fantastic tool for creating efficiencies by automating simple tasks between the hundreds of software platforms out there.
With this update, we are unlocking even more powerful capabilities to supercharge your processes. Now, you can create and react to Account Growth projects and Tickets, and go beyond simple task creation with our new update functionality.
In the System Setup for the Zapier integration there is now a link to the new version at the very top of the page. You can also use the new search/find tools in Zapier to locate exactly what you need in Membrain. Another exciting addition is the ability to create uncompleted tasks with deadlines directly from Zapier, even if you don’t have all the contact or company details upfront—perfect if the contact already exists in Membrain.
💡 Use cases:
- Trigger Account Growth projects and assign them to the right resource, all from outside Membrain.
- Create rich-text notes from AI transcription tools like Fathom, Zoom, or Teams.
- Update a sales project automatically when your bidding team, working in another tool, takes action.
The creative possibilities here are almost endless, and we can’t wait to see how our customers leverage these new capabilities. For more information, visit our Help Center, contact us via in-product Chat, or email us at support@membrain.com.
