Connect Easybroker and Platoforms to Build Intelligent Automations

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Easybroker

When this happens...

Choose an Action

Platoforms

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

New Contact Request

New Contact Request

Triggers when a new contact request is created.

Form Created

Form Created

Trigger when a new form is created.

Request a new Trigger for Easybroker

Do thisActions

Action is the task that follows automatically within your Easybroker integrations.

List All Contacts

List All Contacts

Get all the contacts from Easybroker.

Create a Contact Request

Create a Contact Request

Creates a Contact Request in your EasyBroker account for a lead.

Get Contact Requests

Get Contact Requests

Gets a list of contact requests

Get Contact

Get Contact

Retrieves a specific contact and it's details by it's contact ID

Get Property

Get Property

Retrieves a specific property and it's details by it's property ID

List All Collaborations

List All Collaborations

Get all the collaborations from Easybroker.

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Frequently Asked Questions

How do I start an integration between Easybroker and Platoforms?

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

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

Absolutely. You can customize how Easybroker 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 Easybroker and Platoforms?

The data sync between Easybroker 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 Easybroker 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 Easybroker and Platoforms?

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

Easybroker

About Easybroker

The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.

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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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