Connect Platoforms and Zoho Connect to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Add Member to Group
Create Private Task
Create Task in Board
Create Status
Invite User to Network
Create Event
Ready to use Platoforms and Zoho Connect automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
New Announcement
Triggers when a new Announcement is added.
New Status
Triggers when a new status is added.
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 Member to Group
Adds user to a group (invite and add, if the user is not a member of the network).
Create Private Task
Adds a private task.
Create Task in Board
Adds a new task in a specific board.
Create Status
Adds a new status in a specific group.
Invite User to Network
Sends an invite to the user to join your network.
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Frequently Asked Questions
To start, connect both your Platoforms and Zoho Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Zoho Connect (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in Zoho Connect. This includes choosing which data fields go into which fields of Zoho Connect, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and Zoho Connect 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 Zoho Connect. 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 Zoho Connect
From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
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