Connect Preset Cloud and Cradl AI to Build Intelligent Automations

Choose a Trigger

Preset Cloud

When this happens...

Choose an Action

Cradl AI

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Preset Cloud

Do thisActions

Action is the task that follows automatically within your Preset Cloud integrations.

List All Teams

List All Teams

Retrieve all teams in the connected Preset Cloud account.

Get Team Members

Get Team Members

Retrieve the members of a Preset Cloud team.

Delete a Team Member

Delete a Team Member

Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).

List Documents

List Documents

Get all existing documents.

Create Dataset

Create Dataset

Create a new dataset.

Create Document

Create Document

Create a new document.

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Frequently Asked Questions

How do I start an integration between Preset Cloud and Cradl AI?

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

Can we customize how data from Preset Cloud is recorded in Cradl AI?

Absolutely. You can customize how Preset Cloud 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.

How often does the data sync between Preset Cloud and Cradl AI?

The data sync between Preset Cloud and Cradl AI 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 Preset Cloud to Cradl AI?

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 Preset Cloud and Cradl AI?

Yes, you can set conditional logic to control the flow of data between Preset Cloud 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.

Preset Cloud

About Preset Cloud

Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.

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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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