Connect Club Planner and Ebby to Build Intelligent Automations
Ready to use Club Planner and Ebby automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File Created
Triggers when new files are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Club Planner integrations.
Create Prospect
Add a new prospect to ClubPlanner.
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Frequently Asked Questions
To start, connect both your Club Planner and Ebby accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in Ebby (or vice versa).
Absolutely. You can customize how Club Planner data is recorded in Ebby. This includes choosing which data fields go into which fields of Ebby, setting up custom formats, and filtering out unwanted information.
The data sync between Club Planner and Ebby 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 Ebby. 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 Ebby
Ebby is a comprehensive platform designed to streamline and enhance the real estate transaction process. It offers tools and features that facilitate communication, document management, and transaction tracking for real estate professionals, ensuring a seamless experience for both agents and clients.
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