
When this happens...
New Document
New Dataset

Automatically do this!
Create or Update Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Time Entry
Create or Upadate Department
Create Milestone
Create Person
Create Phase
Create Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Task
Update Allocation
Update Time Entry
Find Project
Find Allocation
Create Project
Update Project
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.
Triggers when a new milestone is created.
Runs when new person is created.
Triggers when a new phase is created.
Triggers when a new project 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.

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To start, connect both your Cradl AI and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Cradl AI triggers actions in Float (or vice versa).
Absolutely. You can customize how Cradl AI data is recorded in Float. This includes choosing which data fields go into which fields of Float, setting up custom formats, and filtering out unwanted information.
The data sync between Cradl AI and Float 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 Float. 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 MoreFloat is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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