PlatoForms

PlatoForms Integrations

  • Upload PDF files created from PlatoForms submissions to a Dropbox folder

    After someone fills out your PlatoForm form, PlatoForms creates the filled out PDF files. This PlatoForms-Dropbox Zapier integration will upload those PDF files, uploaded files, or signature images to a specified Dropbox folder automatically. That way, your files can instantly appear in your Dropbox account.

  • Save new PlatoForms submissions to a Google Sheets spreadsheet

    Rather than exporting a CSV from PlatoForms manually for every new submission, use this PlatoForms-Google Sheets Zapier integration to manage the submission data for you. Once you set up this integration, new form submission data is automatically saved as a new row in a Google Sheets spreadsheet. It is an easy way to manage or share the up-to-date form data with your team.

  • Save new PlatoForms submissions to a MySQL row

    With this Platoforms - MySQL integration activated, whenever someone fills out your PlatoForms form, Zapier will automatically save new submission data into your MySQL database. This makes it possible to integrate your own app with PlatoForms in the database layer.

  • Save new PlatoForms submissions to an Airtable base

    Rather than manually exporting new submissios data from PlatoForm, use this PlatoForms - Airtable Zapier integration to automate your workflow. After someone fills out your PlatoForm form, Zapier will create a new record in Airtable automatically.

  • Upload PDF files created from PlatoForms submissions to an Amazon S3 Bucket

    After someone fills out your PlatoForm form, PlatoForms creates the filled out PDF files. This PlatoForms-Amazon S3 Zapier integration will upload the PDF files, form attached files, or signature image files to a bucket of Amazon S3. This makes it possible to integrate your own apps and PlatoForms in file system layer.

  • Create Wunderlist tasks from new PlatoForms submissions

    After your PlatoForms form receives a new submission, use this PlatoForms-Wunderlist Zapier integration to create a new Wunderlist task automatically. The task title and note can use any data from the submission, even the PDF files URL. That way, you can download the filled-out PDF files with a single click from a task.

  • Send Gmail emails with PDF attachments for new PlatoForms submissions

    After someone fills out your PlatoForm form, Zapier will automatically send an email from your Gmail account. You can also customize the email content with the form data, the PDF files that PlatoForms created, uploaded files, or form signatures which can be embedded into this email as the attachment as well.

  • Post Slack channel messages for new PlatoForms submissions

    When your PlatoForms form receives a new submission, your PDF is filled out and ready to download. Wouldn't it be great if you could notify the rest of your team? Once activated, this PlatoForms-Slack Zapier integration will automate that process for you. Zapier will post a new message to a Slack channel of your choice automatically. You can customize the message with the submission data or even attach the PDF file URL so you can preview or download the PDF directly from Slack.

  • Send emails with PDF files from new PlatoForms submissions

    Although PlatoForms sends an email notification after your form receives a new submission, it restricts the recipients only from your PlatoForms team members. Using this PlatoForms-Email by Zapier integration, you have more flexibility to assign recipients, email subject, body and so on. The recipient can even be the person who filled out your form if their email is a requested field in your form. Plus, the PDFs that PlatoForms created, uploaded files, or signature images can be attached in email as well.

  • Send Twilio SMS messages for new PlatoForms submissions

    Don't want to miss out any deal, agreement or invoice from PlatoForms filled PDFs? once activated, this PlatoForms - Twilio Zapier integration will send an SMS after a new submission is received. This is a reliable way to notify the relevant person. More than that, this SMS even can be sent to the person who filled out your form if their phone number is requested in that form. This is a perfect flow for the form submitter to confirm their submission is a success and received.

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PlatoForms Integration Details
Beta

Launched on Zapier October 20, 2018

Zapier combines Triggers (like "New Submission") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following PlatoForms Triggers, Searches, and Actions are supported by Zapier:

New Submission

Triggers when a form is submitted and its PDF is generated.

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