Connect Holded and Preset Cloud to Build Intelligent Automations

Choose a Trigger

Holded

When this happens...

Choose an Action

Preset Cloud

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Trigger when a new contact created.

Request a new Trigger for Holded

Do thisActions

Action is the task that follows automatically within your Holded integrations.

Create Contact

Create Contact

Create a new contact.

List Contacts

List Contacts

Get all your contact by phone number.

Update Contact

Update Contact

Update a specific contact.

Create Product

Create Product

Create a new product.

List Products

List Products

Get all your products.

Create Payment

Create Payment

Create a new payment.

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Frequently Asked Questions

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

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

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

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

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

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

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 Holded and Preset Cloud?

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

Holded

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

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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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