Preset Cloud + Plane.so

Connect Preset Cloud and Plane.so to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for Preset Cloud

Choose an Action

Automatically do this!

Add a Project
Fetch all projects
Get Project Details
Update project details
Create an Issue
Retrieve Project Issues
Get a issue details
Delete an issue

Ready to use Preset Cloud and Plane.so automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Issue Created

This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.

Issue Updated

Triggers when a issue is modify.

Request a new Trigger for Preset Cloud

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).

Add a Project

Add project in a workspace.

Fetch all projects

Fetches a list of all projects within a specified workspace.

Get Project Details

Get project details in a workspace.

We'll help you get started

Our team is all set to help you!

Know More About Presetcloud9 and Planeso Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between Preset Cloud and Plane.so?

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

Can we customize how data from Preset Cloud is recorded in Plane.so?

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

How often does the data sync between Preset Cloud and Plane.so?

The data sync between Preset Cloud and Plane.so 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 Plane.so?

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 Plane.so?

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

Business Intelligence Dashboards

Learn More

About Plane.so

Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.

Project Management Productivity

Learn More

Workflows

MCP

Embed

Partners

Connect Preset Cloud and Plane.so to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Preset Cloud and Plane.so automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Issue Created

Issue Updated

Do thisActions
Action is the task that follows automatically within your Preset Cloud integrations.

List All Teams

Get Team Members

Delete a Team Member

Add a Project

Fetch all projects

Get Project Details

We'll help you get started

Know More About Presetcloud9 and Planeso Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Preset Cloud

About Plane.so

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

Connect Preset Cloud and Plane.so to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Preset Cloud and Plane.so automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Issue Created

Issue Updated

Do thisActionsAction is the task that follows automatically within your Preset Cloud integrations.

List All Teams

Get Team Members

Delete a Team Member

Add a Project

Fetch all projects

Get Project Details

We'll help you get started

Know More About Presetcloud9 and Planeso Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Preset Cloud

About Plane.so

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Preset Cloud integrations.