Connect Club Planner and Parallel to Build Intelligent Automations

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Club Planner

When this happens...

Choose an Action

Parallel

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Parallel

New Parallel

Triggers when new parallels is created.

Petition Complete

Petition Complete

Triggers when new parallels or petition is completed.

New Comment Posted

New Comment Posted

Triggers when new comment posted .

Comment Deleted

Comment Deleted

Triggers when a comment is deleted .

A user sent a message

A user sent a message

when a user sends a message or reply inside a Parallel form or conversation.

Profile Created

Profile Created

Triggers when new profile is created.

Do thisActions

Action is the task that follows automatically within your Club Planner integrations.

Create Prospect

Create Prospect

Add a new prospect to ClubPlanner.

Comment on a Parallel

Comment on a Parallel

Send a comment or a note within a parallel.

Tag a Parallel

Tag a Parallel

Tag a parallel with specified tag.

Create Parallel

Create Parallel

Creates a parallel.

Rename Parallel

Rename Parallel

Rename a Parallel.

Find Parallel

Find Parallel

Find an existing parallel.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and Parallel 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 Parallel?

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 Parallel?

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

About Parallel

Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.

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