Connect Preset Cloud and Contacts+ to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Preset Cloud
Choose an Action
Automatically do this!
Create Contact
Get Account Information
Get Teams
Create Tag
Ready to use Preset Cloud and Contacts+ automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to your Contacts+ account.
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
Contact Updated
Triggers when a contact is updated from your Contacts+ account.
New Tag
Triggers when a tag is added from your Contacts+ account.
New Tag Deleted
Triggers when a tag is deleted from your account.
Tag Updated
Triggers when a tag is updated.
Do thisActions
Action is the task that follows automatically within your Preset Cloud integrations.
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).
Create Contact
Creates a contact.
Get Account Information
Fetches the authenticated user’s account information .
Get Teams
Gets a list of teams that the user is a member of.
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Frequently Asked Questions
To start, connect both your Preset Cloud and Contacts+ accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Contacts+ (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in Contacts+. This includes choosing which data fields go into which fields of Contacts+, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and Contacts+ 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 Contacts+. 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 Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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