Integrations Cradl AI Simplifi by Quicken
Cradl AI + Simplifi by Quicken

Connect Cradl AI and Simplifi by Quicken to Build Intelligent Automations

Choose a Trigger

Cradl AI

When this happens...

Choose an Action

Simplifi by Quicken

Automatically do this!

Enable Integrations or automations with these events of Cradl AI and Simplifi by Quicken

Enable Integrations or automations with these events of Cradl AI and Simplifi by Quicken

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 Simplifi by Quicken?

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

Can we customize how data from Cradl AI is recorded in Simplifi by Quicken?

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

How often does the data sync between Cradl AI and Simplifi by Quicken?

The data sync between Cradl AI and Simplifi by Quicken 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 Simplifi by Quicken?

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 Simplifi by Quicken?

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

About Simplifi by Quicken

Simplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.

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