Connect docscloud and Platoforms to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for docscloud
Choose an Action
Automatically do this!
Search Form
Enable Integrations or automations with these events of docscloud and Platoforms
Enable Integrations or automations with these events of docscloud and Platoforms
Triggers
Form Created
Trigger when a new form is created.
Actions
Search Form
Find the details of a form by its id.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your docscloud and Platoforms accounts to viaSocket. Once connected, you can set up a workflow where an event in docscloud triggers actions in Platoforms (or vice versa).
Absolutely. You can customize how docscloud 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 docscloud 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 docscloud 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 docscloud
DocsCloud is a web-based software platform that helps you create web forms, generate filled documents, get the documents signed & publish documents almost anything.
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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