Connect Club Planner and iFolio Cloud to Build Intelligent Automations
Enable Integrations or automations with these events of Club Planner and iFolio Cloud
Enable Integrations or automations with these events of Club Planner and iFolio Cloud
Actions
Create Prospect
Add a new prospect.
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Frequently Asked Questions
To start, connect both your Club Planner and iFolio Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in iFolio Cloud (or vice versa).
Absolutely. You can customize how Club Planner data is recorded in iFolio Cloud. This includes choosing which data fields go into which fields of iFolio Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Club Planner and iFolio Cloud 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 iFolio Cloud. 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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