Connect Preset Cloud and Instantly
Integrate Preset Cloud with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Teams in Preset Cloud when New Lead in Campaign in Instantly.ai
Get Team Members in Presetcloud9 when New Lead in Campaign in Instantly.ai
Delete a Team Member in Presetcloud9 when New Lead in Campaign in Instantly.ai
List All Teams in Preset Cloud when New Email Received
Get Team Members in Presetcloud9 when New Email Received
Popular Preset Cloud + Instantly flows
Start from a real workflow other teams are already running.
Choose a trigger
Preset Cloud
When this happens...
- Request a new Trigger for Preset Cloud
Choose an action
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
List All Teams in Preset Cloud when New Lead in Campaign in Instantly.ai
Use this flowGet Team Members in Presetcloud9 when New Lead in Campaign in Instantly.ai
Use this flowDelete a Team Member in Presetcloud9 when New Lead in Campaign in Instantly.ai
Use this flowList All Teams in Preset Cloud when New Email Received
Use this flowGet Team Members in Presetcloud9 when New Email Received
Use this flowDelete a Team Member in Presetcloud9 when New Email Received
Use this flowList All Teams in Preset Cloud when New Email Sent via Instantly
Use this flowGet Team Members in Presetcloud9 when New Email Sent via Instantly
Use this flowDelete a Team Member in Presetcloud9 when New Email Sent via Instantly
Use this flowList All Teams in Preset Cloud when Lead Unsubscribed in Instantly
Use this flowSupported Triggers & Actions
Everything you can automate between Preset Cloud and Instantly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
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 Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Preset Cloud and Instantly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Preset Cloud and Instantly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Instantly. No coding required.
Yes. You can set up a workflow where Preset Cloud triggers actions in Instantly, and a separate workflow where Instantly triggers actions in Preset Cloud. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Preset Cloud and Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Preset Cloud and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
