Mertago
Platrum
CRM & ERP systems

Mertago and Platrum integration

Build smart, no-code workflows with Mertago and Platrum using triggers, actions, and AI logic—automate any process in minutes.

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Move your historical data in just a few clicks

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Platrum and Mertago integration

In Mertago and Platrum integration triggers start workflows when something happens, while actions make changes in response.

Triggers 8

Mertago integration

Create order

Mertago integration

Create proposal to supplier

Platrum integration

New task

Actions 28

Mertago integration

Create order

Mertago integration

Update company (supplier)

Platrum integration

Create a transaction

Platrum integration

Getting a task by ID

What users say about Albato

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Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

How to Connect Mertago to Platrum

Create powerful Mertago integration with Platrum in just a few simple steps.

STEP 1

Connect Mertago to Platrum

Log in to Albato, select Mertago and Platrum, and follow the quick setup steps—no coding required. Integrate Mertago with Platrum with just a few clicks!

ShopifyFacebookMertago integrationMertago integrationSlackClickup
STEP 2

Build a workflow for your Mertago and Platrum integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

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Trigger

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Platrum integrationCheck

Actions

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STEP 3

Map your data

Pick the fields you want to transfer between Mertago and Platrum. Customize the data flow to match your process.

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Synс data

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Synс data

How does the integration with Mertago and Platrum works in Albato?

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Platrum integration with Mertago

Mertago integrations

Mertago

Categories

  • CRM & ERP systems

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Platrum integrations

Platrum

Categories

  • CRM & ERP systems

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Learn how to connect Platrum to Mertago

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Frequently asked questions about Mertago and Platrum Integration

Why is Albato the best alternative to Zapier for integrating Mertago and Platrum?

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Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Mertago and Platrum. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Mertago and Platrum, Albato is the way to go!

Does Mertago integrate with Platrum on the free plan?

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Yes, you can integrate Mertago with Platrum using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Platrum and Mertago integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Mertago Platrum integration at no cost.

How to connect Platrum to Mertago for scheduled syncs?

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To sync Platrum with Mertago on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Mertago integration with Platrum seamless and tailored to your specific needs.

Does Mertago integrate with Platrum in real time?

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Yes, Mertago integrates with Platrum in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Mertago integration with Platrum instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Mertago and Platrum integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Platrum integration with Mertago, ensuring your workflows operate according to your requirements.

How to connect Mertago to Platrum?

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Setting up an integration between Mertago and Platrum on Albato is simple and requires no technical skills. Just follow these steps:
  1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
  2. Go to the Integrations section and select Mertago and Platrum from the list of available apps.
  3. Choose triggers and actions. You’ll need to define an event in Mertago (the trigger) that will cause an action in Platrum, such as sending data or creating an entry.
  4. Map the fields. Use Albato’s data mapping tool to match specific fields between Mertago and Platrum, ensuring accurate data transfer.
Once the integration is live, data will flow seamlessly between Mertago and Platrum, automating your workflows and saving you time.

How to connect Mertago to Platrum to sync historical data?

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To sync Mertago with Platrum and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Platrum integration with Mertago, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Platrum to Mertago for two-way synchronization?

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To integrate Platrum with Mertago for two-way synchronization, Albato uses a system of triggers and actions. You can link Mertago to Platrum by setting up two separate automations. The first automation sent data from Mertago to Platrum. For instance, when a record is created or updated in Mertago, the automation ensures the changes are reflected in Platrum. The second automation works in reverse, updating Mertago when changes occur in Platrum.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Platrum Mertago integration and keeps your data consistent across both platforms.