Integrations Cradl AI Plumsail Documents
Cradl AI + Plumsail Documents

Connect Cradl AI and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Cradl AI

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Ready to use Cradl AI and Plumsail Documents automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Do thisActions

Action is the task that follows automatically within your Cradl AI integrations.

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 Plumsail Documents?

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

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

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

How often does the data sync between Cradl AI and Plumsail Documents?

The data sync between Cradl AI and Plumsail Documents 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 Plumsail Documents?

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 Plumsail Documents?

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

About Plumsail Documents

Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.

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