Connect Platoforms and NileDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Create Draft Board Item
Create Draft Process Flow Item
Create Process Item
Ready to use Platoforms and NileDesk automations
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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.
Create Draft Board Item
Create a new board item and save it as a draft.
Create Draft Process Flow Item
Create a new process flow item and save it as a draft.
Create Process Item
Create and submit a new process item
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Frequently Asked Questions
To start, connect both your Platoforms and NileDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in NileDesk (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in NileDesk. This includes choosing which data fields go into which fields of NileDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and NileDesk 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 NileDesk. 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 NileDesk
NileDesk is a Low-Code BPM software, empowering the staff in departments like HR, Finance, IT, Sales, Procurement, etc., to design efficient workflow solutions.
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