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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.
Do thisActions
Action is the task that follows automatically within your ITM Platform integrations.
Create Task
Create a task in a project with name, details, type, priority, status, start date and end date
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.
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Frequently Asked Questions
To start, connect both your ITM Platform and Cradl AI accounts to viaSocket. Once connected, you can set up a workflow where an event in ITM Platform triggers actions in Cradl AI (or vice versa).
Absolutely. You can customize how ITM Platform data is recorded in Cradl AI. This includes choosing which data fields go into which fields of Cradl AI, setting up custom formats, and filtering out unwanted information.
The data sync between ITM Platform and Cradl AI 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 ITM Platform and Cradl AI. 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 ITM Platform
ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.
Learn MoreAbout 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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