Automate Cradl AI document workflows with viaSocket
Connect Cradl AI to your CRM, ERP, and back-office tools so documents are captured, reviewed, and routed automatically—without manual data entry or custom code.
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Triggers and Actions in Cradl AI Automations
viaSocket makes it simple to connect Cradl AI and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a new document is created.
New Dataset
Triggers when a new dataset is created.
Do thisActions
Action is the task that follows automatically within your Cradl AI integrations.
List Documents
Get all existing documents.
Create Dataset
Create a new dataset.
Create Document
Create a new document.
List users
Get all existing users.
List Agent
List all Agent in Cradl AI.
Create agent
Create a new agent.
How to get started with Cradl AI automations
Automate when something happens in Cradl AI
Login -> Create new flow -> Select trigger -> Search Cradl AI -> Choose the trigger from the list
Take action in Cradl AI when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Cradl AI -> Choose the action from the list
Trigger
Action
Real-world use cases of Cradl AI integrations
See how Cradl AI integrates with popular apps to automate tasks and streamline your workflow.
- Integrate cradl-ai with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and cradl-ai databases.
- Integrate cradl-ai with MySQL to automatically sync records, facilitating seamless data exchange between cradl-ai and your SQL databases.
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Frequently Asked Questions
Cradl AI is a no-code tool for automating document workflows using customized AI, with options for full automation or human review. viaSocket connects Cradl AI to your other business apps so extracted document data can automatically update your CRM, ERP, finance tools, and internal workflows.
Typical automations include invoice and receipt processing into your accounting system, extracting contract terms into your CRM, onboarding document checks, logistics paperwork processing, and routing documents for human review before updating core systems.
No. Both Cradl AI and viaSocket are no-code friendly. You build workflows visually—choose the document types Cradl AI should process, then define how viaSocket routes the extracted data into your existing tools and processes.
Yes. You can configure Cradl AI to flag certain documents or confidence levels for human review. viaSocket then routes those cases to the right team or queue, captures corrections, and only sends approved data on to your systems.
viaSocket uses AI apps like Cradl AI to remove manual data entry, reduce errors, and speed up document-heavy workflows. This means faster approvals, more accurate records, better reporting, and more time for your team to focus on higher-value work instead of paperwork.
About Cradl AI
Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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