Connect Intercorp BAS and Platoforms to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
Do thisActions
Action is the task that follows automatically within your Intercorp BAS integrations.
Search Client
Retrieve client records filtered by client code, creation/modified date range, and active status.
Search Profile
Retrieve client profiles.
Search Form
Find the details of a form by its id.
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Frequently Asked Questions
To start, connect both your Intercorp BAS and Platoforms accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercorp BAS triggers actions in Platoforms (or vice versa).
Absolutely. You can customize how Intercorp BAS data is recorded in Platoforms. This includes choosing which data fields go into which fields of Platoforms, setting up custom formats, and filtering out unwanted information.
The data sync between Intercorp BAS and Platoforms 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 Intercorp BAS and Platoforms. 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 Intercorp BAS
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
Learn MoreAbout Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
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