Connect Club Planner and Holded to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Club Planner
Choose an Action
Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Services
Get Projects
Get Tasks
List employees
List accounting accounts
Create Events
Create Employee
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Club Planner integrations.
Create Prospect
Add a new prospect.
Create Contact
Create a new contact.
List Contacts
Get all your contact by phone number.
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
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Frequently Asked Questions
To start, connect both your Club Planner and Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in Holded (or vice versa).
Absolutely. You can customize how Club Planner data is recorded in Holded. This includes choosing which data fields go into which fields of Holded, setting up custom formats, and filtering out unwanted information.
The data sync between Club Planner and Holded 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 Holded. 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.
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