
When this happens...
New Document
New Dataset

Automatically do this!
Get Call Recordings
Get Call Details
Call Summary
Get Call Transcript
Get Call Voicemail
Send SMS
Get Message by ID
Add or update contact
Get phone numbers
Get call history
List Conversations
List Messages
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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 an incoming/outgoing call is completed.
Triggers when a call recording has finished.
Triggered when a call summary is completed for the selected phone number(s).
Triggered when a call transcript is finished and available for the selected phone number(s).
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.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Cradl AI and Quo accounts to viaSocket. Once connected, you can set up a workflow where an event in Cradl AI triggers actions in Quo (or vice versa).
Absolutely. You can customize how Cradl AI data is recorded in Quo. This includes choosing which data fields go into which fields of Quo, setting up custom formats, and filtering out unwanted information.
The data sync between Cradl AI and Quo 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 Quo. 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 MoreQUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
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