Integrations Platoforms processplan
Platoforms + processplan

Connect Platoforms and processplan to Build Intelligent Automations

Choose a Trigger

Platoforms

When this happens...

Choose an Action

processplan

Automatically do this!

Enable Integrations or automations with these events of Platoforms and processplan

Enable Integrations or automations with these events of Platoforms and processplan

Triggers

Form Created

Form Created

Trigger when a new form is created.

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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 processplan?

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

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

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

How often does the data sync between Platoforms and processplan?

The data sync between Platoforms and processplan 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 processplan?

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 processplan?

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

About processplan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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