Connect Club Planner and connectwise manage to Build Intelligent Automations

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

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

The data sync between Club Planner and connectwise manage 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.