IntegrationsPlatoformsonboardio
Platoforms + onboardio

Connect Platoforms and onboardio to Build Intelligent Automations

Choose a Trigger

Platoforms

When this happens...

Choose an Action

onboardio

Automatically do this!

Enable Integrations or automations with these events of Platoforms and onboardio

Enable Integrations or automations with these events of Platoforms and onboardio

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 onboardio?

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

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

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

How often does the data sync between Platoforms and onboardio?

The data sync between Platoforms and onboardio 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 onboardio?

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 onboardio?

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

About onboardio

Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.

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