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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new booking is schedule.
Trigger when new contact is created.
Trigger when new resouce is created .
Trigger when new campaigns is created.
Trigger when new short link is created.
Trigger when new team is created.
Action is the task that follows automatically within your Preset Cloud integrations.
Retrieve all teams in the connected Preset Cloud account.
Retrieve the members of a Preset Cloud team.
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 a new Contact.
Create new invitee on the DaySchedule.
Updates a contact.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Preset Cloud and DaySchedule accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in DaySchedule (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in DaySchedule. This includes choosing which data fields go into which fields of DaySchedule, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and DaySchedule 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 DaySchedule. 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 is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
Learn MoreDaySchedule is an online appointment software that helps businesses and professionals manage their appointments and meetings online.
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