Integrations Preset Cloud Productlane
Preset Cloud + Productlane

Connect Preset Cloud and Productlane to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

Productlane

Automatically do this!

Ready to use Preset Cloud and Productlane automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Trigger when new company is add in your account.

New Contact

New Contact

Triggers when a new contact is created.

Request a new Trigger for Preset Cloud

Do thisActions

Action is the task that follows automatically within your Preset Cloud integrations.

List All Teams

List All Teams

Retrieve all teams in the connected Preset Cloud account.

Get Team Members

Get Team Members

Retrieve the members of a Preset Cloud team.

Delete a Team Member

Delete a Team Member

Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).

Create Note

Create Note

Creates a new Note on Productlane.

Create Contact

Create Contact

Creates a new contact.

Create Company

Create Company

Create's a new company in your account.

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Frequently Asked Questions

How do I start an integration between Preset Cloud and Productlane?

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

Can we customize how data from Preset Cloud is recorded in Productlane?

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

How often does the data sync between Preset Cloud and Productlane?

The data sync between Preset Cloud and Productlane 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 Preset Cloud to Productlane?

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 Preset Cloud and Productlane?

Yes, you can set conditional logic to control the flow of data between Preset Cloud and Productlane. 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.

Preset Cloud

About Preset Cloud

Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.

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Productlane

About Productlane

Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.

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