Connect Club Planner and omnicasa to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

omnicasa

Automatically do this!

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

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

Actions

Create Prospect

Create Prospect

Add a new prospect.

Request a new Action for Club Planner

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Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and omnicasa 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 omnicasa?

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 omnicasa?

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

About omnicasa

Omnicasa is a real estate software platform designed for real estate agents. Everything in one place: create/manage properties/projects, contacts, tasks, appointments, demand, and more.

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