Enable Integrations or automations with these events of Platoforms and highrise
Trigger when a new form is created.
Find the details of a form by its id.
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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 highrise accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in highrise (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in highrise. This includes choosing which data fields go into which fields of highrise, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and highrise 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 highrise. 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 MoreHighrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
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