Integrations Platoforms Saasant Transactions
Platoforms + Saasant Transactions

Connect Platoforms and Saasant Transactions to Build Intelligent Automations

Choose a Trigger

Platoforms

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Choose an Action

Saasant Transactions

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Enable Integrations or automations with these events of Platoforms and Saasant Transactions

Enable Integrations or automations with these events of Platoforms and Saasant Transactions

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 Saasant Transactions?

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

Can we customize how data from Platoforms is recorded in Saasant Transactions?

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

How often does the data sync between Platoforms and Saasant Transactions?

The data sync between Platoforms and Saasant Transactions 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 Saasant Transactions?

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 Saasant Transactions?

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

About Saasant Transactions

SaasAnt Transactions helps you to automate the imports of invoices, bills, sales, estimates, journals and payments to your accounting platforms.

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