Connect Club Planner and Wally to Build Intelligent Automations

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Club Planner

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Wally

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Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and Wally 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 Wally?

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 Wally?

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

About Wally

Wally is a comprehensive personal finance management platform that helps users track their expenses, set budgets, and achieve their financial goals. With intuitive tools and insights, Wally empowers individuals to take control of their financial well-being.

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