
When this happens...
New Project Created
Project Updated
Task Updated

Automatically do this!
List Documents
Create Dataset
Create Document
List users
List Agent
Create agent
Update agent
Delete agent
Get Agent Run
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Triggers when a project is updated.
Triggers when a task is updated.
Triggers when a new document is created.
Triggers when a new dataset is created.
Action is the task that follows automatically within your Rocketlane integrations.
Creates a project.
Archives a project.
Creates a task.
Deletes a project.
Imports one templates to a project.
Updates a project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Rocketlane and Cradl AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Cradl AI (or vice versa).
Absolutely. You can customize how Rocketlane 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 Rocketlane 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 Rocketlane 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.
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn MoreCradl 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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