Connect Platoforms and VIP metal rich to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Send Text
Send Media and File
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.
Send Text
Send a text message to a phone number
Send Media and File
Send a media or file with message to a phone number
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Frequently Asked Questions
To start, connect both your Platoforms and VIP metal rich accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in VIP metal rich (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in VIP metal rich. This includes choosing which data fields go into which fields of VIP metal rich, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and VIP metal rich 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 VIP metal rich. 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 VIP metal rich
VIP Metal Rich is a platform dedicated to providing insights, resources, and tools for individuals interested in the metal industry and wealth management. It offers a comprehensive suite of services to help users make informed decisions about metal investments and financial growth.
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