Connect playbook and Wildapricot to Build Intelligent Automations

Choose a Trigger

playbook

When this happens...

Choose an Action

Wildapricot

Automatically do this!

Enable Integrations or automations with these events of playbook and Wildapricot

Enable Integrations or automations with these events of playbook and Wildapricot

Triggers

New Contact Created

New Contact Created

Runs when New Contact Created

New Membership Created

New Membership Created

Runs when new membership is created

New Invoice Is Created

New Invoice Is Created

Runs when new invoice is created

New Payment Arrives

New Payment Arrives

Runs when new payment arrives

New Event Created

New Event Created

Runs when a new event is created in your Wild Apricot account

New Refund Created

New Refund Created

Runs when a new refund is created

Actions

Add Contact

Add Contact

Add a new contact or member to your WildApricot account.

Request a new Action for playbook

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Frequently Asked Questions

How do I start an integration between playbook and Wildapricot?

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

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

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

How often does the data sync between playbook and Wildapricot?

The data sync between playbook and Wildapricot 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 Wildapricot?

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 Wildapricot?

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

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Wildapricot

About Wildapricot

Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.

Learn More