PlatoForms and Salesflare
How to connect PlatoForms
- Via Zapier — 2 operations available. Set it up ↗
- Via Make — 6 modules available. Set it up ↗
What you can automate
- When new Submission in PlatoForms, find or create contact in Salesflare.
About PlatoForms
PlatoForms transforms PDFs into easy-to-fill web forms, letting clients submit directly from their browser.
PlatoForms operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Submission — Triggers when a form is submitted and its PDF is generated.
Actions (1)
Things Salesflare can make it do
- Submit Form — Submit a Form.
PlatoForms operations on Make
Triggers (1)
Start a workflow when this happens
- Submission Watch — Monitor Form Submissions with Webhook
Actions (3)
Things Salesflare can make it do
- Download File — Download Submission Files
- Make API Call — Make API Call
- Submit Form — Submit Form
Searches (2)
Look up existing records
- Get Form Fields — Get Form Fields
- Get Forms — Get Forms
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