Connect Platoforms and SendGrid to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Add a Single Recipient to a List
Ready to use Platoforms and SendGrid 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.
Add a Single Recipient to a List
Adds an existing recipient to a specified SendGrid contact list.
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Frequently Asked Questions
To start, connect both your Platoforms and SendGrid accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in SendGrid (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in SendGrid. This includes choosing which data fields go into which fields of SendGrid, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and SendGrid 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 SendGrid. 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 SendGrid
SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.
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