Connect PlatoForms integrations
Modernize your static paper documents by connecting PlatoForms to Make to instantly convert PDFs into fillable online forms. Connecting this tool to over 3,000 integration apps lets you trigger real-time submissions, collect digital signatures, and auto-populate records. Sign up for a free account today to build your first automated document workflow.
Triggers and actions
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PlatoForms
Automate PlatoForms Workflows and Sync Data Instantly with Make
Connect PlatoForms to Make to automate document storage, sync data to spreadsheets instantly, and send real-time notifications to your team. Securely route sensitive files and trigger multi-step approval workflows.
Automated Document Storage
Automatically save completed PDF forms to your favorite cloud storage or CRM as soon as they are submitted.
Real-Time Notifications
Send automatic Slack or email alerts to your team the moment a user completes a form.
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Instant Data Syncing
Send form submission data directly to your spreadsheets or databases without any manual data entry.
Effortless Approval Workflows
Connect your forms to other apps to automatically trigger multi-step approval and e-signature processes.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.