Integrations Preset Cloud Certifier
Preset Cloud + Certifier

Connect Preset Cloud and Certifier to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

Certifier

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Group

New Group

Triggers when new group is created.

Request a new Trigger for Preset Cloud

Do thisActions

Action is the task that follows automatically within your Preset Cloud integrations.

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).

Delete Credential

Delete Credential

Delete an existing Credential.

Delete Group

Delete Group

Delete an existing group.

Update a credential

Update a credential

Update a credential

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Frequently Asked Questions

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

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

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

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

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

The data sync between Preset Cloud and Certifier 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 Certifier?

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 Certifier?

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