
When this happens...
New Document
New Dataset

Automatically do this!
Edit Invoice
Delete Supplier
Add Invoice Payment
Edit Invoice Payment
Delete Estimate
Add Expense
Delete an Invoice
Delete Invoice Payment
Edit Product
Add Supplier
Delete Client
Edit Expense
Edit Estimate
Delete Expense
Add Client
Edit Supplier
Add product
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new document is created.
Triggers when a new dataset is created.
Action is the task that follows automatically within your Cradl AI integrations.
Get all existing documents.
Create a new dataset.
Create a new document.
Get all existing users.
List all Agent in Cradl AI.
Create a new agent.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Cradl AI and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Cradl AI triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Cradl AI data is recorded in Daftra. This includes choosing which data fields go into which fields of Daftra, setting up custom formats, and filtering out unwanted information.
The data sync between Cradl AI and Daftra 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 Cradl AI and Daftra. 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.
Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
Learn MoreDaftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
Learn More