Integrations Platoforms Document360
Platoforms + Document360

Connect Platoforms and Document360 to Build Intelligent Automations

Choose a Trigger

Platoforms

When this happens...

Choose an Action

Document360

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 Platoforms

Do thisActions

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

Search Form

Search Form

Find the details of a form by its id.

Create a Document

Create a Document

Creates a new document

Update a Document

Update a Document

Updates the details of the document by it's id.

Request a new Action for Platoforms

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Frequently Asked Questions

How do I start an integration between Platoforms and Document360?

To start, connect both your Platoforms and Document360 accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Document360 (or vice versa).

Can we customize how data from Platoforms is recorded in Document360?

Absolutely. You can customize how Platoforms data is recorded in Document360. This includes choosing which data fields go into which fields of Document360, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Platoforms and Document360?

The data sync between Platoforms and Document360 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 Platoforms to Document360?

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 Platoforms and Document360?

Yes, you can set conditional logic to control the flow of data between Platoforms and Document360. 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

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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Document360

About Document360

Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.

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