Connect Club Planner and Tess to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Club Planner
Choose an Action
Automatically do this!
Search Agents Details
Execute Agent
Enable Integrations or automations with these events of Club Planner and Tess
Enable Integrations or automations with these events of Club Planner and Tess
Actions
Create Prospect
Add a new prospect.
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
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Frequently Asked Questions
To start, connect both your Club Planner and Tess accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in Tess (or vice versa).
Absolutely. You can customize how Club Planner data is recorded in Tess. This includes choosing which data fields go into which fields of Tess, setting up custom formats, and filtering out unwanted information.
The data sync between Club Planner and Tess 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 Tess. 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 Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
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