Connect Platoforms and quickfile to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
- Request a new Action for quickfile
Enable Integrations or automations with these events of Platoforms and quickfile
Enable Integrations or automations with these events of Platoforms and quickfile
Triggers
Form Created
Trigger when a new form is created.
Actions
Search Form
Find the details of a form by its id.
Know More About Platoforms and Quickfile Integrations
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Frequently Asked Questions
To start, connect both your Platoforms and quickfile accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in quickfile (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in quickfile. This includes choosing which data fields go into which fields of quickfile, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and quickfile 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 quickfile. 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 quickfile
UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!
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