Integrations Club Planner assessteam
Club Planner + assessteam

Connect Club Planner and assessteam to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

assessteam

Automatically do this!

Enable Integrations or automations with these events of Club Planner and assessteam

Enable Integrations or automations with these events of Club Planner and assessteam

Actions

Create Prospect

Create Prospect

Add a new prospect.

Request a new Action for Club Planner

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Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and assessteam 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 assessteam?

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 assessteam?

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

About assessteam

AssessTEAM is a cloud-based performance management & productivity analysis software. We deliver traditional annual reviews, 360-degree feedback, real-time reviews, continuous feedback, project performance evaluation and team profitability analysis.

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