Integrations Preset Cloud maximizer
Preset Cloud + maximizer

Connect Preset Cloud and maximizer to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

maximizer

Automatically do this!

Enable Integrations or automations with these events of Preset Cloud and maximizer

Enable Integrations or automations with these events of Preset Cloud and maximizer

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 maximizer?

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

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

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

How often does the data sync between Preset Cloud and maximizer?

The data sync between Preset Cloud and maximizer 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 maximizer?

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 maximizer?

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

About maximizer

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

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