Integrations Preset Cloud IDX Leads
Preset Cloud + IDX Leads

Connect Preset Cloud and IDX Leads to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

IDX Leads

Automatically do this!

Enable Integrations or automations with these events of Preset Cloud and IDX Leads

Enable Integrations or automations with these events of Preset Cloud and IDX Leads

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).

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Frequently Asked Questions

How do I start an integration between Preset Cloud and IDX Leads?

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

Can we customize how data from Preset Cloud is recorded in IDX Leads?

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

How often does the data sync between Preset Cloud and IDX Leads?

The data sync between Preset Cloud and IDX Leads 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 IDX Leads?

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 IDX Leads?

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

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.

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IDX Leads

About IDX Leads

IDX Leads is a system for real estate lead capture. Leverage your MLS/IDX listings to collect qualified leads from high quality traffic.

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