Connect Preset Cloud and Docmaker to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Preset Cloud
Choose an Action
Automatically do this!
Create PDF From Docx Template
Fill Out PDF Form
Print PDF From Webpage
Enable Integrations or automations with these events of Preset Cloud and Docmaker
Enable Integrations or automations with these events of Preset Cloud and Docmaker
Actions
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 PDF From Docx Template
Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.
Fill Out PDF Form
Fills a pdf form
Print PDF From Webpage
Print webpages, based on URLs, to create pdf documents.
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Frequently Asked Questions
To start, connect both your Preset Cloud and Docmaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Docmaker (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in Docmaker. This includes choosing which data fields go into which fields of Docmaker, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and Docmaker 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 Docmaker. 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 Docmaker
DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.
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