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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a survey has a new response.
Do thisActions
Action is the task that follows automatically within your Club Planner integrations.
Create Prospect
Add a new prospect.
Create Contact
Creates a contact within a contact list.
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Frequently Asked Questions
To start, connect both your Club Planner and SmartSurvey accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in SmartSurvey (or vice versa).
Absolutely. You can customize how Club Planner data is recorded in SmartSurvey. This includes choosing which data fields go into which fields of SmartSurvey, setting up custom formats, and filtering out unwanted information.
The data sync between Club Planner and SmartSurvey 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 SmartSurvey. 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 SmartSurvey
SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.
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