Connect Contextual AI and Platoforms
Integrate Contextual AI with Platoforms to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Agent Metadata in Contexualai when Form Created in Platoforms
List Agents in Contexualai when Form Created in Platoforms
Create Agent in Contexualai when Form Created in Platoforms
Delete Agent in Contexualai when Form Created in Platoforms
Create Datastore in Contextual AI when Form Created in Platoforms
Popular Contextual AI + Platoforms flows
Start from a real workflow other teams are already running.
Choose a trigger
Contextual AI
When this happens...
- Request a new Trigger for Contextual AI
Choose an action
Platoforms
Automatically do this!
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Get Agent Metadata in Contexualai when Form Created in Platoforms
Use this flowList Agents in Contexualai when Form Created in Platoforms
Use this flowCreate Agent in Contexualai when Form Created in Platoforms
Use this flowDelete Agent in Contexualai when Form Created in Platoforms
Use this flowCreate Datastore in Contextual AI when Form Created in Platoforms
Use this flowReset Agent in Contexualai when Form Created in Platoforms
Use this flowGet Document Metadata in Contexualai when Form Created in Platoforms
Use this flowDelete Datastore in Contextual AI when Form Created in Platoforms
Use this flowGet Datastore Metadata in Contexualai when Form Created in Platoforms
Use this flowList Documents in Contexualai when Form Created in Platoforms
Use this flowSupported Triggers & Actions
Everything you can automate between Contextual AI and Platoforms.
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 Contextual AI integrations.
Create Datastore
Create a new Datastore.
List Datastores
Retrieve a list of Datastores.
Get Datastore Metadata
Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.
Reset Datastore
Reset the give Datastore. This operation is irreversible and it deletes all the documents associated with the datastore.
Delete Datastore
Delete a given Datastore, including all the documents ingested into it. This operation is irreversible.
List Documents
Get list of documents in a given Datastore, including document id, name, and ingestion job status.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Contextual AI
Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
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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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Contextual AI and Platoforms accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Contextual AI and Platoforms as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Platoforms. No coding required.
Yes. You can set up a workflow where Contextual AI triggers actions in Platoforms, and a separate workflow where Platoforms triggers actions in Contextual AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Contextual AI and Platoforms. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Contextual AI and Platoforms integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
