Connect Preset Cloud and spark to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

spark

Automatically do this!

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

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

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 spark?

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

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

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

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

The data sync between Preset Cloud and spark 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 spark?

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 spark?

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

About spark

Spark is a modern Medicare brokerage platform to manage the full lifecycle of a client from quoting to post-enrollment support.

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