
When this happens...
Form Created

Automatically do this!
Create Customer
Create time entry
List customers
Create Project
Create Service
Create SubProject
Get all projects
Create User
Update time off
Update a customer
Update project
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new form is created.
Action is the task that follows automatically within your Platoforms integrations.
Find the details of a form by its id.
Add a new customer with billing and status details and an optional note.
Add a work time entry with start and end times, project, customer, and billing details.
Retrieve all customers in your account.
Create a customer project with optional dates, budget, and billing settings to track time and costs.
Creates a new service.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Platoforms and Clockodo accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Clockodo (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in Clockodo. This includes choosing which data fields go into which fields of Clockodo, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and Clockodo 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 Clockodo. 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.
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
Learn MoreClockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.
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