IntegrationsCradl AIsimple-crm
Cradl AI + simple-crm

Connect Cradl AI and simple-crm to Build Intelligent Automations

Choose a Trigger

Cradl AI

When this happens...

Choose an Action

simple-crm

Automatically do this!

Enable Integrations or automations with these events of Cradl AI and simple-crm

Enable Integrations or automations with these events of Cradl AI and simple-crm

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 simple-crm?

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

Can we customize how data from Cradl AI is recorded in simple-crm?

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

How often does the data sync between Cradl AI and simple-crm?

The data sync between Cradl AI and simple-crm 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 simple-crm?

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 simple-crm?

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

About simple-crm

Simple CRM is a team collaboration tool to unite company data in one place

Learn More