Connect Platoforms and Connecteam to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Create User
Create user note
Archive users
Create jobs
Clock IN
Clock Out
Create Task
Get schedulers
Get custom fields
Get smart groups
Get indicators
Get task boards
Get publishers
Get conversations
Get jobs
Get time clocks
Get policy types
Get forms
Ready to use Platoforms and Connecteam automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
New User
Triggers when a new user is created.
User Updated
Triggers when an existing user updated.
User Archived
Triggers when user was archived in the system.
User Restored Archived
Triggers when user was restored from archived .
User Deleted
Triggers when an existing user deleted.
Do thisActions
Action is the task that follows automatically within your Platoforms integrations.
Search Form
Find the details of a form by its id.
Create User
Create a new user
Create user note
Create new note on the profile of the specified user.
Archive users
Archive individual or multiple users associated with the account by their unique userID.
Create jobs
Create a new job in a app.
Clock IN
Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.
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Frequently Asked Questions
To start, connect both your Platoforms and Connecteam accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Connecteam (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in Connecteam. This includes choosing which data fields go into which fields of Connecteam, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and Connecteam 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 Connecteam. 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 Connecteam
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
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