Connect Platoforms and Kite to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
- Request a new Action for Kite
Enable Integrations or automations with these events of Platoforms and Kite
Enable Integrations or automations with these events of Platoforms and Kite
Triggers
Form Created
Trigger when a new form is created.
Actions
Search Form
Find the details of a form by its id.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Platoforms and Kite accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Kite (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in Kite. This includes choosing which data fields go into which fields of Kite, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and Kite 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 Kite. 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 Kite
Kite is a cutting-edge trading platform developed by Zerodha, designed to provide users with a seamless and efficient trading experience. It offers a user-friendly interface, advanced charting tools, and real-time market data to help traders make informed decisions. With Kite, users can trade in stocks, commodities, and currencies with ease, leveraging its robust features and integrations.
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