Connect daylite and Platoforms to Build Intelligent Automations

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daylite

When this happens...

Choose an Action

Platoforms

Automatically do this!

Enable Integrations or automations with these events of daylite and Platoforms

Enable Integrations or automations with these events of daylite 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.

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Frequently Asked Questions

How do I start an integration between daylite and Platoforms?

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

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

Absolutely. You can customize how daylite 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 daylite and Platoforms?

The data sync between daylite 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 daylite 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 daylite and Platoforms?

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

daylite

About daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!

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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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