Connect Club Planner and Kofax to Build Intelligent Automations
Enable Integrations or automations with these events of Club Planner and Kofax
Enable Integrations or automations with these events of Club Planner and Kofax
Actions
Create Prospect
Add a new prospect to ClubPlanner.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Club Planner and Kofax accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in Kofax (or vice versa).
Absolutely. You can customize how Club Planner data is recorded in Kofax. This includes choosing which data fields go into which fields of Kofax, setting up custom formats, and filtering out unwanted information.
The data sync between Club Planner and Kofax 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 Kofax. 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 Kofax
Kofax provides intelligent automation software for digital workflow transformation. Its solutions help organizations automate document processing, streamline workflows, manage data capture, e-signatures, and improve productivity across finance, operations, and customer engagement.
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