Connect Preset Cloud and Pyrus to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Preset Cloud
Choose an Action
Automatically do this!
Create Simple Task
Get Forms
Create Task With Form
Delete Task
Add Member
List Forms
List Annoucements
List Catalogs
List Contacts
List Members
Get All Lists
Get Profile
List Roles
Enable Integrations or automations with these events of Preset Cloud and Pyrus
Enable Integrations or automations with these events of Preset Cloud and Pyrus
Actions
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 Simple Task
Creates a simple task with contacts
Get Forms
Get an existing form details by it's form id.
Create Task With Form
Creates a new task With an existing Form.
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Frequently Asked Questions
To start, connect both your Preset Cloud and Pyrus accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Pyrus (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in Pyrus. This includes choosing which data fields go into which fields of Pyrus, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and Pyrus typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Preset Cloud and Pyrus. 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.
Learn MoreAbout Pyrus
Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.
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