Connect Saleshandy and Platoforms to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

Platoforms

Automatically do this!

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 Saleshandy

Do thisActions

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

Create Prospect/Add Prospect to Sequence

Create Prospect/Add Prospect to Sequence

create prospects in saleshandy

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

Search Form

Search Form

Find the details of a form by its id.

Request a new Action for Saleshandy

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Saleshandy and Platoforms?

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

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

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

How often does the data sync between Saleshandy and Platoforms?

The data sync between Saleshandy and Platoforms 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 Saleshandy to Platoforms?

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 Saleshandy and Platoforms?

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

Saleshandy

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

Learn More
Platoforms

About Platoforms

PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.

Learn More