Connect firstory and Club Planner to Build Intelligent Automations

Choose a Trigger

firstory

When this happens...

Choose an Action

Club Planner

Automatically do this!

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

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

Actions

Create Prospect

Create Prospect

Add a new prospect.

Request a new Action for firstory

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Frequently Asked Questions

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

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

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

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

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

The data sync between firstory and Club Planner 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 firstory to Club Planner?

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 firstory and Club Planner?

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