Connect Platoforms and Cradl AI to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
List Documents
Create Dataset
Create Document
List users
List Agent
Create agent
Update agent
Delete agent
Get Agent Run
Ready to use Platoforms and Cradl AI automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
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 Platoforms integrations.
Search Form
Find the details of a form by its id.
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 Platoforms and Cradl AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Cradl AI (or vice versa).
Absolutely. You can customize how Platoforms 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 Platoforms 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 Platoforms 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 Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
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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