Connect Platoforms and Lancepilot to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Send Template Message
Ready to use Platoforms and Lancepilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
Do thisActions
Action is the task that follows automatically within your Platoforms integrations.
Search Form
Find the details of a form by its id.
Send Template Message
Send a whatsapp template message using phone number.
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Frequently Asked Questions
To start, connect both your Platoforms and Lancepilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Lancepilot (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in Lancepilot. This includes choosing which data fields go into which fields of Lancepilot, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and Lancepilot 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 Lancepilot. 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 Lancepilot
Lancepilot is a comprehensive platform designed to streamline project management and enhance productivity for freelancers and small teams. It offers tools for task management, time tracking, and collaboration, making it easier to manage projects efficiently and meet deadlines.
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