Connect Cradl AI and Smartsheet to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
New Dataset
Choose an Action
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Ready to use Cradl AI and Smartsheet automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a new document is created.
New Dataset
Triggers when a new dataset is created.
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
Do thisActions
Action is the task that follows automatically within your Cradl AI integrations.
List Documents
Get all existing documents.
Create Dataset
Create a new dataset.
Create Document
Create a new document.
List users
Get all existing users.
List Agent
List all Agent in Cradl AI.
Create agent
Create a new agent.
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Frequently Asked Questions
To start, connect both your Cradl AI and Smartsheet accounts to viaSocket. Once connected, you can set up a workflow where an event in Cradl AI triggers actions in Smartsheet (or vice versa).
Absolutely. You can customize how Cradl AI data is recorded in Smartsheet. This includes choosing which data fields go into which fields of Smartsheet, setting up custom formats, and filtering out unwanted information.
The data sync between Cradl AI and Smartsheet 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 Smartsheet. 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.
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.
Learn MoreAbout Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
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