Connect Worksection and Preset Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Project Task
New Comment in Task
Task Completed in Project
Choose an Action
Automatically do this!
List All Teams
Get Team Members
Delete a Team Member
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
Do thisActions
Action is the task that follows automatically within your Worksection integrations.
Create Project
Adds a new project into your account.
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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Frequently Asked Questions
To start, connect both your Worksection and Preset Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in Preset Cloud (or vice versa).
Absolutely. You can customize how Worksection 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 Worksection 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 Worksection 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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
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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