Integrations Platoforms Signaturely
Platoforms + Signaturely

Connect Platoforms and Signaturely to Build Intelligent Automations

Choose a Trigger

Platoforms

When this happens...

Choose an Action

Signaturely

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Form Created

Form Created

Trigger when a new form is created.

Request a new Trigger for Platoforms

Do thisActions

Action is the task that follows automatically within your Platoforms integrations.

Search Form

Search Form

Find the details of a form by its id.

Create Folder

Create Folder

This action creates a new folder.

Search Document

Search Document

Search your documents.

Rename Document

Rename Document

This action rename the document.

Delete Document

Delete Document

This action deletes the document.

Create signing request

Create signing request

Create a signature request from a selected template with a title and optional message; supports test mode.

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Frequently Asked Questions

How do I start an integration between Platoforms and Signaturely?

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

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

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

How often does the data sync between Platoforms and Signaturely?

The data sync between Platoforms and Signaturely 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 Signaturely?

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 Signaturely?

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

About Signaturely

Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.

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