Connect Sendme and Preset Cloud to Build Intelligent Automations

Choose a Trigger

Sendme

When this happens...

Choose an Action

Preset Cloud

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Update Contact

New or Update Contact

Triggers when a contact is created or Updated.

Request a new Trigger for Sendme

Do thisActions

Action is the task that follows automatically within your Sendme integrations.

Update Contact

Update Contact

Update contact in Sendme.

Create Contact

Create Contact

Create contact in Sendme

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 Sendme and Preset Cloud?

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

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

Absolutely. You can customize how Sendme 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.

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

The data sync between Sendme and Preset Cloud 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 Sendme to Preset Cloud?

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 Sendme and Preset Cloud?

Yes, you can set conditional logic to control the flow of data between Sendme 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.

Sendme

About Sendme

Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.

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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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