Connect Platoforms and Planado to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Create Job
Ready to use Platoforms and Planado 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.
Create Job
Create a new job assignment for a field worker
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Frequently Asked Questions
To start, connect both your Platoforms and Planado accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Planado (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in Planado. This includes choosing which data fields go into which fields of Planado, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and Planado 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 Planado. 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 Planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
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