
When this happens...

Automatically do this!
Create Contact
Create Note
Add Contact to Contact List
Update Contact
Update Conversation
List all channels
List all contacts
List all contact lists
List all conversations
List custom attributes
List files
List all inboxes
List all labels
List all templates
List all template folders
List all users
Find Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a contact is modified.
Triggers when a new message is received.
Triggers when a new message is sent.
Triggers when a new note is created.
Triggers when sending an outbound message failed.
Action is the task that follows automatically within your Preset Cloud integrations.
Retrieve all teams in the connected Preset Cloud account.
Retrieve the members of a Preset Cloud team.
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).
Creates a new contact.
Creates a note in a coversation.
Adds a contact to a contact list.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Preset Cloud and Superchat accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Superchat (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in Superchat. This includes choosing which data fields go into which fields of Superchat, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and Superchat 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 Superchat. 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 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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