Connect BoxHero and Club Planner to Build Intelligent Automations

Choose a Trigger

BoxHero

When this happens...

Choose an Action

Club Planner

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Transactions

New Transactions

Triggers when a new transactions is created.

Request a new Trigger for BoxHero

Do thisActions

Action is the task that follows automatically within your BoxHero integrations.

Create Prospect

Create Prospect

Add a new prospect to ClubPlanner.

Request a new Action for BoxHero

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Frequently Asked Questions

How do I start an integration between BoxHero and Club Planner?

To start, connect both your BoxHero and Club Planner accounts to viaSocket. Once connected, you can set up a workflow where an event in BoxHero triggers actions in Club Planner (or vice versa).

Can we customize how data from BoxHero is recorded in Club Planner?

Absolutely. You can customize how BoxHero data is recorded in Club Planner. This includes choosing which data fields go into which fields of Club Planner, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoxHero and Club Planner?

The data sync between BoxHero and Club Planner typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoxHero to Club Planner?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoxHero and Club Planner?

Yes, you can set conditional logic to control the flow of data between BoxHero and Club Planner. 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.