Connect Platoforms and clientsuccess to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
- Request a new Action for clientsuccess
Enable Integrations or automations with these events of Platoforms and clientsuccess
Enable Integrations or automations with these events of Platoforms and clientsuccess
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 clientsuccess accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in clientsuccess (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in clientsuccess. This includes choosing which data fields go into which fields of clientsuccess, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and clientsuccess 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 clientsuccess. 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.
Learn MoreAbout clientsuccess
ClientSuccess is customer success platform that helps retain and grow existing customer bases.
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