Integrations Club Planner Intercorp BAS
Club Planner + Intercorp BAS

Connect Club Planner and Intercorp BAS to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

Intercorp BAS

Automatically do this!

Enable Integrations or automations with these events of Club Planner and Intercorp BAS

Enable Integrations or automations with these events of Club Planner and Intercorp BAS

Actions

Create Prospect

Create Prospect

Add a new prospect to ClubPlanner.

Search Client

Search Client

Retrieve client records filtered by client code, creation/modified date range, and active status.

Search Profile

Search Profile

Retrieve client profiles.

Request a new Action for Club Planner

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Frequently Asked Questions

How do I start an integration between Club Planner and Intercorp BAS?

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

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

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

How often does the data sync between Club Planner and Intercorp BAS?

The data sync between Club Planner and Intercorp BAS 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 Club Planner to Intercorp BAS?

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 Club Planner and Intercorp BAS?

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

Club Planner

About Club Planner

ClubPlanner let's you manage your new sales and retention better!

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Intercorp BAS

About Intercorp BAS

Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.

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