Connect Platoforms and ACT! 365 to Build Intelligent Automations
Enable Integrations or automations with these events of Platoforms and ACT! 365
Enable Integrations or automations with these events of Platoforms and ACT! 365
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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Frequently Asked Questions
To start, connect both your Platoforms and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in ACT! 365 (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and ACT! 365 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 Platoforms and ACT! 365. 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 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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About ACT! 365
Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you.
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