Connect Club Planner and Fellow to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Club Planner
Choose an Action
Automatically do this!
List Action Items
Mark Action Item Complete
Archive Action Item
List Meeting Recordings
Retrieve Recording
List Meeting Notes
Get Meeting Note
Enable Integrations or automations with these events of Club Planner and Fellow
Enable Integrations or automations with these events of Club Planner and Fellow
Actions
Create Prospect
Add a new prospect.
List Action Items
Show meeting action items
Mark Action Item Complete
Mark or unmark an action item
Archive Action Item
Archive an action item
List Meeting Recordings
Find meeting recordings
Retrieve Recording
Get a meeting recording
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Frequently Asked Questions
To start, connect both your Club Planner and Fellow accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in Fellow (or vice versa).
Absolutely. You can customize how Club Planner data is recorded in Fellow. This includes choosing which data fields go into which fields of Fellow, setting up custom formats, and filtering out unwanted information.
The data sync between Club Planner and Fellow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Club Planner and Fellow. 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.
About Fellow
Tool for teams to create meeting agendas, capture notes, and assign action items.
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