Integrations Club Planner Worksection
Club Planner + Worksection

Connect Club Planner and Worksection to Build Intelligent Automations

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Club Planner

When this happens...

Choose an Action

Worksection

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

Request a new Trigger for Club Planner

Do thisActions

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

Create Prospect

Create Prospect

Add a new prospect to ClubPlanner.

Create Project

Create Project

Adds a new project into your account.

Request a new Action for Club Planner

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Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and Worksection 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 Worksection?

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 Worksection?

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