Connect Engage and Planning Pod to Build Intelligent Automations

Choose a Trigger

Engage

When this happens...

Choose an Action

Planning Pod

Automatically do this!

Enable Integrations or automations with these events of Engage and Planning Pod

Enable Integrations or automations with these events of Engage and Planning Pod

Actions

Create New Customer

Create New Customer

Create a new customer.

Track User Event

Track User Event

Record an event on a user's profile in Engage.

List All Customers

List All Customers

List all customers and their details.

Request a new Action for Engage

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Frequently Asked Questions

How do I start an integration between Engage and Planning Pod?

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

Can we customize how data from Engage is recorded in Planning Pod?

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

How often does the data sync between Engage and Planning Pod?

The data sync between Engage and Planning Pod 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 Engage to Planning Pod?

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 Engage and Planning Pod?

Yes, you can set conditional logic to control the flow of data between Engage and Planning Pod. 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.

Engage

About Engage

Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.

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Planning Pod

About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

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