IntegrationsPlatoformslevvy
Platoforms + levvy

Connect Platoforms and levvy to Build Intelligent Automations

Choose a Trigger

Platoforms

When this happens...

Choose an Action

levvy

Automatically do this!

Enable Integrations or automations with these events of Platoforms and levvy

Enable Integrations or automations with these events of Platoforms and levvy

Triggers

Form Created

Form Created

Trigger when a new form is created.

Request a new Trigger for Platoforms

Actions

Search Form

Search Form

Find the details of a form by its id.

Request a new Action for Platoforms

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Frequently Asked Questions

How do I start an integration between Platoforms and levvy?

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

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

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

How often does the data sync between Platoforms and levvy?

The data sync between Platoforms and levvy 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 levvy?

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 levvy?

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

About levvy

Levvy is a next generation operating system for financial services firms.

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