PlatoForms
 | 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. |
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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 PlatoForms 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, create your account on PlatoForms. For subscription, refer to the PlatoForms pricing page.
Connect PlatoForms and Make
To get started, you must first create a connection between PlatoForms and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the PlatoForms module to your scenario, 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 Connect an applicationConnect an application. page.
PlatoForms modules
After connecting to the PlatoForms app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
PlatoForms resources
You can have access to more resources related to this app on the following links