Connect Club Planner and onboard to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

onboard

Automatically do this!

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

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

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 onboard?

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

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

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

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

The data sync between Club Planner and onboard 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 onboard?

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 onboard?

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