Integrations accountedge Platoforms
accountedge + Platoforms

Connect accountedge and Platoforms to Build Intelligent Automations

Choose a Trigger

accountedge

When this happens...

Choose an Action

Platoforms

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Enable Integrations or automations with these events of accountedge and Platoforms

Enable Integrations or automations with these events of accountedge and Platoforms

Triggers

Form Created

Form Created

Trigger when a new form is created.

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Actions

Search Form

Search Form

Find the details of a form by its id.

Request a new Action for accountedge

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Frequently Asked Questions

How do I start an integration between accountedge and Platoforms?

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

Can we customize how data from accountedge is recorded in Platoforms?

Absolutely. You can customize how accountedge 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.

How often does the data sync between accountedge and Platoforms?

The data sync between accountedge and Platoforms 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 accountedge to Platoforms?

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 accountedge and Platoforms?

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

accountedge

About accountedge

AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.

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Platoforms

About 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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