Connect Preset Cloud and upsales to Build Intelligent Automations
Enable Integrations or automations with these events of Preset Cloud and upsales
Enable Integrations or automations with these events of Preset Cloud and upsales
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).
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Preset Cloud and upsales accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in upsales (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in upsales. This includes choosing which data fields go into which fields of upsales, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and upsales 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 upsales. 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.
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About upsales
The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.
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