PlatoForms is a cloud-based tool for creating and managing PDFs. By using PlatoForms and Albato, you can easily share signed PDFs to cloud storage, trigger email notifications, and sync collected data with your internal tools. Just follow these steps to integrate PlatoForms into your workflow.
- Log in to your Albato account.
- Go to the Apps section and click Add a connection.
- Search for PlatoForms, select it, and click the Add a connection button.
- You need to enter a name for your connection and paste your API key.
- To get your PlatoForms API Key, log in to your account in a new tab.
- Click your profile picture in the top right corner and select API and Webhooks.
- Click the Create or Reset Token button and copy your API Key.
- In the Albato tab, paste the API Key.
- Once this process is done, you'll see a success message, and your PlatoForms account will be connected to Albato.
You can start creating your document workflow with PlatoForms in Albato. If you have any issues, feel free to contact support through the live chat on our website.
About PlatoForms
PlatoForms helps teams and businesses streamline the way they collect, process, and manage forms and documents.
With PlatoForms, your team can:
- Quickly convert PDFs into easy-to-complete online forms while maintaining the original formatting.
- Efficiently collect and organize data from customers and internal teams.
- Set up automatic notifications for clients and managers once a form is submitted.
- Seamlessly route submitted forms to accounting systems for order processing or invoice generation.
