
When this happens...
New Document
New Dataset

Automatically do this!
Create Start moment
Update Start moment
Find Customer
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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.
Runs when a new booking is created in Recras.
Triggers when a new contact is created.
Triggers when an invoice is (marked as) sent.
Triggers when a new start moment 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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cradl AI and Recras accounts to viaSocket. Once connected, you can set up a workflow where an event in Cradl AI triggers actions in Recras (or vice versa).
Absolutely. You can customize how Cradl AI data is recorded in Recras. This includes choosing which data fields go into which fields of Recras, setting up custom formats, and filtering out unwanted information.
The data sync between Cradl AI and Recras 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 Recras. 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.
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