Integrations Preset Cloud LEX Reception
Preset Cloud + LEX Reception

Connect Preset Cloud and LEX Reception to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

LEX Reception

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Enable Integrations or automations with these events of Preset Cloud and LEX Reception

Enable Integrations or automations with these events of Preset Cloud and LEX Reception

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 LEX Reception?

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

Can we customize how data from Preset Cloud is recorded in LEX Reception?

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

How often does the data sync between Preset Cloud and LEX Reception?

The data sync between Preset Cloud and LEX Reception 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 LEX Reception?

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 LEX Reception?

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

About LEX Reception

LEX Reception is a 24/7 legal reception dedicated to giving lawyers more time.

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