Connect playbook and luna to Build Intelligent Automations

Choose a Trigger

playbook

When this happens...

Choose an Action

luna

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between playbook and luna?

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

Can we customize how data from playbook is recorded in luna?

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

How often does the data sync between playbook and luna?

The data sync between playbook and luna 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 playbook to luna?

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 playbook and luna?

Yes, you can set conditional logic to control the flow of data between playbook and luna. 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.

playbook

About playbook

Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.

Learn More
luna

About luna

Luna is a sales tool that helps you get your outbound sales work done in minutes.

Learn More