Connect Email and Platoforms to Build Intelligent Automations

Choose a Trigger

Email

When this happens...

Choose an Action

Platoforms

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Form Created

Form Created

Trigger when a new form is created.

Request a new Trigger for Email

Do thisActions

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

Send approval email

Send approval email

Ask someone to review or approve a step and capture their response via action buttons

Search Form

Search Form

Find the details of a form by its id.

Request a new Action for Email

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Frequently Asked Questions

How do I start an integration between Email and Platoforms?

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

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

Absolutely. You can customize how Email 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 Email and Platoforms?

The data sync between Email 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 Email 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 Email and Platoforms?

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

Email

About Email

Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.

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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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