
When this happens...

Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when an existing contact details are updated.
Triggers when a new deal task is added.
Triggers when a new deal note is created.
Triggers when a new contact is added to the list.
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
Triggers when a new campaign starts sending.
Action is the task that follows automatically within your Preset Cloud integrations.
Retrieve all teams in the connected Preset Cloud account.
Retrieve the members of a Preset Cloud team.
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).
Find an existing user by its email address.
Find an existing deal task by its task title and deal id.
Find an existing deal by its title or email.

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To start, connect both your Preset Cloud and ActiveCampaign accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in ActiveCampaign (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in ActiveCampaign. This includes choosing which data fields go into which fields of ActiveCampaign, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and ActiveCampaign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Preset Cloud and ActiveCampaign. 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 is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
Learn MoreActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
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