Surveys and Forms
PlatoForms
11 min
platoforms lets users create online pdf forms, collect data, and automate pdf document workflows; integrating with make com enables users to automate pdf form submissions, data collection, and document generation across various business processes this is ai generated content based on official platoforms documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www platoforms com/contact/ directly requirements to use the platoforms app in make, you must have an active account and either create an oauth2 application or generate a nonexpiry token, www platoforms com for subscription, refer to the www platoforms com connect platoforms and {{product name}} to get started, you must first create a connection between platoforms and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your platoforms account create the connection in make obtain your oauth2 credentials in your platoforms account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your platoforms account to obtain your oauth2 credentials click on your profile photo in the upper right corner of the dashboard click api webhooks click add application enter your application name enter the callback uri https //www integromat com/oauth/cb/platoforms click save copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www platoforms com/docs/advanced/api and webhooks/ create the connection in {{product name}} https //www make com/en/register , add the platoforms module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your platoforms account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page platoforms modules after connecting to the platoforms app, you can choose from a list of available modules to build your {{scenario plural lowercase}} download file download files attached to a specific submission get form fields retrieve all fields from a specified form get forms retrieve a list of all available forms from your account make api call execute a custom api request to interact directly with the selected service’s endpoints submission watch receive and track new form submissions in real time using a webhook submit form submit a completed form with the specified data templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} platoforms resources you can have access to more resources related to this app on the following links https //community make com/search?q=platoforms www platoforms com https //apidocs platoforms com/ https //www make com/en/integrations/platoforms