Integrations Preset Cloud autopilot
Preset Cloud + autopilot

Connect Preset Cloud and autopilot to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

autopilot

Automatically do this!

Enable Integrations or automations with these events of Preset Cloud and autopilot

Enable Integrations or automations with these events of Preset Cloud and autopilot

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).

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Frequently Asked Questions

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

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

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

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

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

The data sync between Preset Cloud and autopilot 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 autopilot?

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 autopilot?

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

About autopilot

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.

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