Integrations Cradl AI pipelinedeals
Cradl AI + pipelinedeals

Connect Cradl AI and pipelinedeals to Build Intelligent Automations

Choose a Trigger

Cradl AI

When this happens...

Choose an Action

pipelinedeals

Automatically do this!

Enable Integrations or automations with these events of Cradl AI and pipelinedeals

Enable Integrations or automations with these events of Cradl AI and pipelinedeals

Triggers

New Document

New Document

Triggers when a new document is created.

New Dataset

New Dataset

Triggers when a new dataset is created.

Request a new Trigger for Cradl AI

Actions

List Documents

List Documents

Get all existing documents.

Create Dataset

Create Dataset

Create a new dataset.

Create Document

Create Document

Create a new document.

List users

List users

Get all existing users.

List Agent

List Agent

List all Agent in Cradl AI.

Create agent

Create agent

Create a new agent.

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Frequently Asked Questions

How do I start an integration between Cradl AI and pipelinedeals?

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

Can we customize how data from Cradl AI is recorded in pipelinedeals?

Absolutely. You can customize how Cradl AI data is recorded in pipelinedeals. This includes choosing which data fields go into which fields of pipelinedeals, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cradl AI and pipelinedeals?

The data sync between Cradl AI and pipelinedeals 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 Cradl AI to pipelinedeals?

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 Cradl AI and pipelinedeals?

Yes, you can set conditional logic to control the flow of data between Cradl AI and pipelinedeals. 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

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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pipelinedeals

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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