Connect Platoforms and Tave to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Find Jobs
List All Job Contacts
List All Notes
List All Orders
List All Users
Find contact of studio
Use the Built-in Integrations
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.
Find Jobs
Retrieves the list of all jobs or search based on projectclosed Status.
List All Job Contacts
Retrieves the list of all jobs contacts
List All Notes
Retrieves the list of all notes
List All Orders
Retrieves the list of all orders
List All Users
Retrieves the list of all users
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Frequently Asked Questions
To start, connect both your Platoforms and Tave accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Tave (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in Tave. This includes choosing which data fields go into which fields of Tave, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and Tave 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 Tave. 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 Tave
Tave is a comprehensive business management platform designed specifically for photographers and creative professionals. It offers tools for managing clients, projects, and finances, helping users streamline their workflow and grow their business.
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