Connect Club Planner and Upwave to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

Upwave

Automatically do this!

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

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

Actions

Create Prospect

Create Prospect

Add a new prospect to ClubPlanner.

Create Card

Create Card

Creating a new Card in Upwave .

List Workspaces

List Workspaces

get all Workspaces.

List Members

List Members

get all Members.

Request a new Action for Club Planner

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Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and Upwave 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 Upwave?

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 Upwave?

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

About Upwave

Upwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.

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