Integrations Preset Cloud Act! Premium
Preset Cloud + Act! Premium

Connect Preset Cloud and Act! Premium to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

Act! Premium

Automatically do this!

Enable Integrations or automations with these events of Preset Cloud and Act! Premium

Enable Integrations or automations with these events of Preset Cloud and Act! Premium

Actions

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).

Request a new Action for Preset Cloud

Explore more automations built by businesses and experts

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 Preset Cloud and Act! Premium?

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

Can we customize how data from Preset Cloud is recorded in Act! Premium?

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

How often does the data sync between Preset Cloud and Act! Premium?

The data sync between Preset Cloud and Act! Premium 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 Act! Premium?

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 Act! Premium?

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

Learn More
Act! Premium

About Act! Premium

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

Learn More