Integrations Platoforms Revv Documents
Platoforms + Revv Documents

Connect Platoforms and Revv Documents to Build Intelligent Automations

Choose a Trigger

Platoforms

When this happens...

Choose an Action

Revv Documents

Automatically do this!

Enable Integrations or automations with these events of Platoforms and Revv Documents

Enable Integrations or automations with these events of Platoforms and Revv Documents

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 Revv Documents?

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

Can we customize how data from Platoforms is recorded in Revv Documents?

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

How often does the data sync between Platoforms and Revv Documents?

The data sync between Platoforms and Revv Documents 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 Revv Documents?

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 Revv Documents?

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

About Revv Documents

Revv Documents is intended for individuals and teams looking to automate everyday paperwork accurately and smartly, all-in-one tool. Use Revv Documents to manage proposals, quotes, contracts and agreements.

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