Membrain

Membrain + Konnectify

Membrain Integration with Konnectify

Connect Membrain’s CRM and sales enablement data to Konnectify to automate contact, company, opportunity, prospect, activity, quote, order, document, product, and account growth workflows with dynamic schemas, list pagination, and polling triggers.

Contacts Companies Opportunities Prospects Activities Tickets Quotes Orders Documents Products 29 Triggers 86 Actions

On this page

→ What is Membrain? → API & authentication → How to connect → Triggers (29) → Actions (86) → Popular automations → FAQ

What is Membrain?

Membrain is a CRM and sales enablement platform designed to help sales teams manage opportunities, prospects, account growth, activities, documents, quotes, and related sales processes. With Konnectify, Membrain can be connected to the rest of your revenue stack so CRM events automatically create, update, find, merge, list, or delete records across systems.

This integration is ideal for keeping sales data synchronized, routing new opportunities to downstream tools, tracking customer-facing activities, and automating operational follow-ups without manual data entry.

New to Membrain?

Explore Membrain to manage sales execution, CRM data, and process-driven revenue workflows.

Visit Membrain

New to Konnectify?

Build automated workflows between Membrain and your favorite business apps in minutes.

What you can automate

• Sync newly created or updated contacts and companies.

• Create, update, find, merge, list, or delete opportunities and prospects.

• Automate sales activities, tasks, calls, notes, appointments, and emails.

• Manage tickets, account growth items, documents, quotes, and orders.

• Enroll or unenroll CRM records in Membrain automations.

• Work with beta resources such as order rows, quote rows, opportunity products, and process container contacts.

API & authentication

API Key authentication

The Membrain connector uses credential-based API key authentication. When creating a connection in Konnectify, enter your Membrain API Key and your Membrain Domain value, for example the subdomain used in https://your-domain.membrain.com.

Konnectify securely stores the connection details and uses them only to execute the triggers and actions configured in your workflows.

The integration supports API operations across CRM and sales modules including contacts, companies, prospects, opportunities, tickets, activities, account growth items, custom metric data, automation enrollment, products, quotes, quote rows, orders, order rows, documents, opportunity products, and process container contacts.

Note: Available API access, beta resources, field visibility, and rate limits may depend on your Membrain plan, account configuration, user permissions, and Membrain API policies.

For endpoint behavior and platform-specific details, refer to the official Membrain API documentation.

How to connect Membrain to Konnectify

Prerequisites

An active Membrain account with API access enabled.
Your Membrain API key.
Your Membrain domain/subdomain.
A Konnectify account with permission to create or edit workflows.

Add Membrain to a Workflow

Open Konnectify and create a new workflow.
Search for Membrain in the app selector.
Choose a Membrain trigger or action depending on your automation goal.

Authorize via API Key authentication

Click Connect new account.
Enter your Membrain API key.
Enter your Membrain domain value and save the connection.

Configure the Trigger or Action

Map fields from previous steps into the Membrain fields.
Use list filters, GUID fields, or lookup fields where applicable.
For create and update actions with custom fields, map the dynamic fields displayed from your Membrain account.

Make sure required Membrain fields, record IDs, and beta-resource requirements are available before testing the workflow.

Test the Workflow

Run a test to verify the Membrain connection.
Review sample data and confirm field mappings.
Adjust filters, IDs, or custom field mappings if needed.

Activate the Workflow

Turn on the workflow after a successful test.
Monitor run history to confirm records are processed as expected.

Triggers 29

Membrain includes 29 polling triggers. These triggers check Membrain on a schedule and return newly created or updated records using CreatedDate or ChangedDate cursors.

Contacts2 triggers

New Added Contact

Polls contacts by CreatedDate and returns newly added contacts.

New Or Updated Contact

Polls contacts by ChangedDate and returns new or updated contacts.

Companies2 triggers

New Added Company

Polls companies by CreatedDate and returns newly added companies.

New Or Updated Company

Polls companies by ChangedDate and returns new or updated companies.

Opportunities2 triggers

New Added Opportunity

Polls opportunities by CreatedDate and returns newly added opportunities.

New Or Updated Opportunity

Polls opportunities by ChangedDate and returns new or updated opportunities.

Products2 triggers

New Added Product

Polls products by CreatedDate and returns newly added products.

New Or Updated Product

Polls products by ChangedDate and returns new or updated products.

Prospects2 triggers

New Added Prospect

Polls prospects by CreatedDate and returns newly added prospects.

New Or Updated Prospect

Polls prospects by ChangedDate and returns new or updated prospects.

Tickets1 trigger

New Added Ticket

Polls tickets by CreatedDate and returns newly added tickets.

Activities2 triggers

New Added Activity

Polls activities by CreatedDate and returns newly added activities.

New Or Updated Activity

Polls activities by ChangedDate and returns new or updated activities.

Account Growth Items2 triggers

New Added Account Growth Item

Polls account growth items by CreatedDate and returns newly added account growth items.

New Or Updated Account Growth Item

Polls account growth items by ChangedDate and returns new or updated account growth items.

Quotes2 triggers

New Added Quote

Polls quotes by CreatedDate and returns newly added quotes.

New Or Updated Quote

Polls quotes by ChangedDate and returns new or updated quotes.

Orders2 triggers

New Added Order (Beta)

Polls orders by CreatedDate and returns newly added orders.

New Or Updated Order (Beta)

Polls orders by ChangedDate and returns new or updated orders.

Opportunity Products2 triggers

New Added Opportunity Product (Beta)

Polls opportunity products by CreatedDate and returns newly added opportunity products.

New Or Updated Opportunity Product (Beta)

Polls opportunity products by ChangedDate and returns new or updated opportunity products.

Process Container Contacts2 triggers

New Added Process Container Contact Beta

Polls process container contacts by CreatedDate and returns newly added process container contacts.

New Or Updated Process Container Contact (Beta)

Polls process container contacts by ChangedDate and returns new or updated process container contacts.

Order Rows2 triggers

New Added Order Row (Beta)

Polls order rows by CreatedDate and returns newly added order rows.

New Or Updated Order Row (Beta)

Polls order rows by ChangedDate and returns new or updated order rows.

Quote Rows2 triggers

New Added Quote Row (Beta)

Polls quote rows by CreatedDate and returns newly added quote rows.

New Or Updated Quote Row (Beta)

Polls quote rows by ChangedDate and returns new or updated quote rows.

Documents2 triggers

New Added Document

Polls documents by CreatedDate and returns newly added documents.

New Or Updated Document

Polls documents by ChangedDate and returns new or updated documents.

Actions 86

Use Membrain actions to create, update, find, list, merge, delete, complete, enroll, and unenroll records across supported CRM and sales modules.

Contacts6 actions

Create Contact

Create a new contact.

Update Contact

Update an existing contact.

Find Contact

Finds a contact in Membrain using contact ID or email address.

Delete Contact

Delete a contact.

List contacts

Get list of contacts with filters.

Merge Contact

Merge one contact into another.

Companies6 actions

Find Company

Finds a company in Membrain using company ID, email, name or LinkedIn profile.

List Companies

Get list of companies with filters.

Create Company

Create a new company in Membrain.

Update Company

Update an existing company.

Merge Company

Merge one company into another.

Delete Company

Delete a company.

Account Growth Items5 actions

List Account Growth Items

Get list of account growth items.

Find Account Growth Item

Get account growth item by GUID.

Create Account Growth Item

Create a new account growth item.

Update Account Growth Item

Update an existing account growth item.

Delete Account Growth Item

Delete an account growth item.

Opportunities5 actions

List Opportunities

Get list of opportunities.

Find Opportunity

Finds an opportunity in Membrain using opportunity ID or name.

Create Opportunity

Create a new opportunity.

Update Opportunity

Update an existing opportunity.

Delete Opportunity

Delete an opportunity.

Prospects6 actions

List Prospects

Get list of prospects.

Find Prospect

Finds a prospect in Membrain using prospect ID or name.

Create Prospect

Create a new prospect.

Update Prospect

Update an existing prospect.

Merge Prospect

Merge one prospect into another.

Delete Prospect

Delete a prospect.

Tickets5 actions

List Tickets

Get list of tickets.

Find Ticket

Get a ticket by GUID.

Create Ticket

Create a new ticket.

Update Ticket

Update an existing ticket.

Delete Ticket

Delete a ticket.

Activities & Tasks7 actions

List Activities

Get list of activities, tasks, notes, calls and emails.

Find Activity

Get an activity by GUID and optional selected type.

Create Activity

Create a new appointment, task, call, note or email.

Update Activity

Update an existing appointment, task, call, note or email.

Delete Activity

Delete an activity.

Complete Task

Marks a task as completed in Membrain.

Uncomplete Task

Marks a task as not completed in Membrain.

Custom Metric Datas3 actions

List Custom Metric Datas Beta

Get list of custom metric datas with filters.

Update Custom Metric Datas Beta

Update custom metric datas for a metric and user.

Delete Custom Metric Datas Beta

Deletes custom metric datas for a metric and user.

Opportunity Products5 actions

List Opportunity Products Beta

Get list of opportunity products with filters.

Find Opportunity Product Beta

Get an opportunity product by GUID.

Create Opportunity Product Beta

Create a new opportunity product.

Update Opportunity Product Beta

Update an existing opportunity product.

Delete Opportunity Product Beta

Delete an opportunity product.

Process Container Contacts5 actions

List Process Container Contacts Beta

Get list of process container contacts with filters.

Find Process Container Contact Beta

Get a process container contact by GUID.

Create Process Container Contact Beta

Create a new process container contact.

Update Process Container Contact Beta

Update an existing process container contact.

Delete Process Container Contact Beta

Delete a process container contact.

Automation Enrollment4 actions

List Automation Enrolled Beta

Get enrolled items for a specific automation.

Enroll Automation Item Beta

Enroll a Prospect, Opportunity, AccountGrowthItem, Ticket, Person or Company into an automation.

Unenroll Automation Item Beta

Unenrolls an item from an automation.

Delete Automation Enrolled Beta

Deletes an automation enrolled database entry.

Order Rows5 actions

List Order Rows Beta

Get list of order rows with filters.

Find Order Row Beta

Get an order row by GUID.

Create Order Row Beta

Create a new order row.

Update Order Row Beta

Update an existing order row.

Delete Order Row Beta

Delete an order row.

Quote Rows5 actions

List Quote Rows Beta

Get list of quote rows with filters.

Find Quote Row Beta

Get a quote row by GUID.

Create Quote Row Beta

Create a new quote row.

Update Quote Row Beta

Update an existing quote row.

Delete Quote Row Beta

Delete a quote row.

Quotes5 actions

List Quotes

Get list of quotes with filters.

Find Quote

Get a quote by GUID.

Create Quote

Create a new quote.

Update Quote

Update an existing quote.

Delete Quote

Delete a quote.

Documents5 actions

List Documents

Get list of documents with filters.

Find Document

Get a document by GUID.

Create Document

Create a new document.

Update Document

Update an existing document.

Delete Document

Delete a document.

Orders5 actions

List Orders Beta

Get list of orders with filters.

Find Order Beta

Get an order by GUID.

Create Order Beta

Create a new order.

Update Order Beta

Update an existing order.

Delete Order Beta

Delete an order.

Products4 actions

Find Product Beta

Get product by GUID.

Create Product Beta

Create a new product.

Update Product Beta

Update an existing product.

Delete Product Beta

Delete a product.

Popular Membrain automations

Create follow-up activity for new opportunities

When a new opportunity is added in Membrain, automatically create a task, call, note, email, or appointment for the assigned sales team.

New Added Opportunity→Create Activity

Keep company and contact records clean

Find an existing company before creating or updating related contact records, helping teams reduce duplicates.

New Added Contact→Find Company→Update Contact

Enroll updated prospects into automations

When prospect data changes, enroll qualified prospects into a Membrain automation for structured follow-up.

New Or Updated Prospect→Enroll Automation Item Beta

Generate document or quote processes from account activity

Use new or updated account growth items to trigger quote, document, or order workflows for revenue operations.

New Or Updated Account Growth Item→Create Quote→Create Document

FAQ

How does Membrain authentication work in Konnectify?

Membrain uses API key authentication in this connector. You need to provide your Membrain API key and domain when creating the connection in Konnectify.

Which Membrain plans are supported?

Any Membrain plan or account configuration that provides API access and the required permissions can be connected. Some beta resources, custom fields, or modules may require specific Membrain configuration or permissions.

How do Membrain triggers work?

All Membrain triggers in this connector are polling triggers. Konnectify checks Membrain on a schedule and uses CreatedDate or ChangedDate cursors to return newly added or updated records.

How can I prevent duplicate records?

This connector does not include a dedicated upsert action. Use Find actions such as Find Contact, Find Company, Find Opportunity, or Find Prospect before Create actions, then branch your workflow to update or create as needed. Merge actions are also available for contacts, companies, and prospects.

How are Membrain API rate limits handled?

Konnectify executes workflow steps according to your workflow configuration and Membrain’s API responses. If Membrain applies rate limits or temporary throttling, review workflow frequency, list sizes, filters, and run history to reduce unnecessary API calls.

Can I connect multiple Membrain accounts or domains?

Yes. You can create separate Membrain connections in Konnectify for different API keys, users, or domains, then select the appropriate connection in each workflow step.

Do Membrain custom fields and activity types work with this connector?

Yes. Many create and update actions support custom fields, and activity actions can create or update appointments, tasks, calls, notes, and emails. Available fields can depend on your Membrain setup and selected activity type.

Ready to automate your Membrain workflows?

Connect Membrain to Konnectify and automate CRM, sales, activity, quote, document, and order workflows without manual effort.

Get started free →