About Platrum integrations
Experience seamless integration and automation with Platrum on Albato. Effortlessly connect Platrum to your favorite apps, streamlining your management processes and improving efficiency. Automate tasks such as creating transactions, tasks, goods, and counterparties, as well as searching for applications by financial planning dates. With triggers like New Task and actions including updating transactions, tasks, and creating requests, you can enhance your productivity and stay organized. Connect and automate your business workflows with Platrum's powerful features, all easily accessible through its integration with Albato.
How to create the Platrum integration
Step 1: Connect Platrum to AlbatoThe authorization process for Platrum in Albato is fast and secure. Just a few clicks and your application is connected to Albato.
Step 2: Choose one of 500+ applications to integrate with PlatrumPick the application you want to use as a trigger for automation in Albato. A trigger is an event that initiates your automation.
Step 3: Define the application and action after trigger activationSpecify the application and the action that should take place after the trigger is activated. You can choose any number of actions – from sending a notification to creating a new record in a database.
Step 4: Configure the data transfer between applicationsSelect the data that will be transferred from one application to another during the integration. You can adjust these parameters to suit your needs. That's it! Now you have more time to work on other important tasks.
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