Connect Privyr and Preset Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Privyr
Choose an Action
Automatically do this!
List All Teams
Get Team Members
Delete a Team Member
Enable Integrations or automations with these events of Privyr and Preset Cloud
Enable Integrations or automations with these events of Privyr and Preset Cloud
Actions
Create Client
Creates a new client
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Privyr and Preset Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Preset Cloud (or vice versa).
Absolutely. You can customize how Privyr data is recorded in Preset Cloud. This includes choosing which data fields go into which fields of Preset Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and Preset Cloud 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 Privyr and Preset Cloud. 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
Learn MoreAbout 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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