Integrations Club Planner Saasant Transactions
Club Planner + Saasant Transactions

Connect Club Planner and Saasant Transactions to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

Saasant Transactions

Automatically do this!

Enable Integrations or automations with these events of Club Planner and Saasant Transactions

Enable Integrations or automations with these events of Club Planner and Saasant Transactions

Actions

Create Prospect

Create Prospect

Add a new prospect.

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Frequently Asked Questions

How do I start an integration between Club Planner and Saasant Transactions?

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

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

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

How often does the data sync between Club Planner and Saasant Transactions?

The data sync between Club Planner and Saasant Transactions 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 Saasant Transactions?

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 Saasant Transactions?

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

About Saasant Transactions

SaasAnt Transactions helps you to automate the imports of invoices, bills, sales, estimates, journals and payments to your accounting platforms.

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