Connect Club Planner and Hex to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

Hex

Automatically do this!

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

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

Actions

Create Prospect

Create Prospect

Add a new prospect to ClubPlanner.

Create Collection

Create Collection

Creates a Hex collection with a name, optional description, and configurable sharing permissions for users, groups, and workspace members.

Create Group

Create Group

Create a new Hex group and add the selected users as members.

List Groups

List Groups

Retrieve all groups in your Hex workspace.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and Hex 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 Hex?

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 Hex?

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

About Hex

Hex is a cutting-edge platform designed for tech enthusiasts and professionals, offering innovative solutions and tools to enhance your technological projects and workflows.

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