Connect Preset Cloud and Arihant PLUS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Preset Cloud
Choose an Action
Automatically do this!
Get Order Trail
Get Holdings
Get Account Funds
Place Order
Get Orders
Search Stocks
Cancel Order
Get Order Book
Modify Order
Enable Integrations or automations with these events of Preset Cloud and Arihant PLUS
Enable Integrations or automations with these events of Preset Cloud and Arihant PLUS
Actions
List All Teams
Retrieve all teams in the connected Preset Cloud account.
Get Team Members
Retrieve the members of a Preset Cloud team.
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).
Get Order Trail
View your order trail & status
Get Holdings
Fetch all your Demat holdings including symbol, quantity, average buy price, current market value, and P&L from your trading account.
Get Account Funds
Get available account funds
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Frequently Asked Questions
To start, connect both your Preset Cloud and Arihant PLUS accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Arihant PLUS (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in Arihant PLUS. This includes choosing which data fields go into which fields of Arihant PLUS, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and Arihant PLUS 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 Arihant PLUS. 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.
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 MoreAbout Arihant PLUS
Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.
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