--- title: PlatoForms slug: platoforms description: How to integrate PlatoForms with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_platoforms.png docTags: createdAt: 2025-12-15T16:20:24.778Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/platoforms.png" alt="PlatoForms logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on PlatoForms](www.platoforms.com). For subscription, refer to the [PlatoForms pricing page](www.platoforms.com). # Connect PlatoForms and Make To get started, you must first create a connection between PlatoForms and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth2 credentials in your PlatoForms account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Click on your profile photo in the upper right corner of the** Dashboard**. ::: :::WorkflowBlockItem Click** API Webhooks**. ::: :::WorkflowBlockItem Click** Add Application**. ::: :::WorkflowBlockItem Enter your application name. ::: :::WorkflowBlockItem Enter the callback URI: `https://www.integromat.com/oauth/cb/platoforms`. ::: :::WorkflowBlockItem Click** Save**. ::: :::WorkflowBlockItem Copy the** Client ID** displayed on screen. ::: :::WorkflowBlockItem 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.](https://www.platoforms.com/docs/advanced/api-and-webhooks/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the PlatoForms module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # PlatoForms modules After connecting to the PlatoForms app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Download File Download files attached to a specific submission. ::: :::ExpandableHeading ### Get Form Fields Retrieve all fields from a specified form. ::: :::ExpandableHeading ### Get Forms Retrieve a list of all available forms from your account. ::: :::ExpandableHeading ### Make API Call Execute a custom API request to interact directly with the selected service’s endpoints. ::: :::ExpandableHeading ### Submission Watch Receive and track new form submissions in real-time using a webhook. ::: :::ExpandableHeading ### Submit Form Submit a completed form with the specified data. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [PlatoForms topics on Make community](https://community.make.com/search?q=PlatoForms) - [PlatoForms website](www.platoforms.com) - [PlatoForms API documentation](https://apidocs.platoforms.com/) - [PlatoForms page on make](https://www.make.com/en/integrations/platoforms) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::