Integrations Preset Cloud connect the doc
Preset Cloud + connect the doc

Connect Preset Cloud and connect the doc to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

connect the doc

Automatically do this!

Enable Integrations or automations with these events of Preset Cloud and connect the doc

Enable Integrations or automations with these events of Preset Cloud and connect the doc

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

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Frequently Asked Questions

How do I start an integration between Preset Cloud and connect the doc?

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

Can we customize how data from Preset Cloud is recorded in connect the doc?

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

How often does the data sync between Preset Cloud and connect the doc?

The data sync between Preset Cloud and connect the doc 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 connect the doc?

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 connect the doc?

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