Connect Preset Cloud and Gmail to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Preset Cloud
Choose an Action
Automatically do this!
Send Email
Remove Label From Email
Add Label to Email
Reply to Email
Search Mails
Get Email Attachment
Create an email in draft
List all Mails
Ready to use Preset Cloud and Gmail automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New mail matches your specified search criteria
Search Gmail for messages that match a subject, sender, or CC received within the specified recent time window, and return each message's headers, body (HTML/plain), date, and link.
New Email
Retrieve Gmail messages for selected label(s) received within a recent timeframe and return each message's headers, body (HTML/plain), and attachment URLs.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Starred Email
Fetches starred Gmail messages received in a recent time window (default 15 minutes) and returns message metadata, subject, sender/recipient, plain/HTML body, and any attachments with Viasocket-uploaded URLs.
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).
Send Email
Send an email through Gmail with subject and plain-text or HTML body; include optional CC, BCC, custom sender and reply-to, attach files or Google Drive/Workspace exports, and apply labels.
Remove Label From Email
Remove a specified label from the first Gmail message matching the provided subject and/or sender criteria.
Add Label to Email
Search Gmail by subject and/or sender, find the first matching message, and add the selected label to it.
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Step by step guides to integrate Preset Cloud and Gmail
Frequently Asked Questions
To start, connect both your Preset Cloud and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Gmail (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and Gmail 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 Gmail. 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 Gmail
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
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