Connect Platoforms and Steady to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Get User Info
Ready to use Platoforms and Steady 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.
Get User Info
Get user's information
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Frequently Asked Questions
To start, connect both your Platoforms and Steady accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Steady (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in Steady. This includes choosing which data fields go into which fields of Steady, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and Steady 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 Steady. 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 Steady
Steady is a financial service app that helps users find part-time and gig economy jobs, manage their income, and achieve financial stability.
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