PlatoForms User Guide
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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

What's new? API Docs

Integrate with Notion

Tabs

Connect PlatoForms to Notion via Zapier to automatically send new form submission data into a Notion database. Once set up, every submission creates a new row in your database without any manual effort.

Prerequisites

  • A Zapier account
  • A Notion account
  • A published PlatoForms form with at least one submission (required for Zapier to pull sample data)

Video tutorial

Need a visual walkthrough? See the tutorial below:

Set up your Notion database

Before configuring Zapier, prepare the destination database in Notion.

  1. In Notion, open or create the page where you want to store submissions.

  2. Create a database on the page. Refer to Notion’s documentation for how to create one.

    Warning

    Make sure to create a proper database, not a plain table. A plain table will not appear in Zapier as a selectable data source.

  3. Define columns for each piece of data you want to collect — for example, Name and Shirt Size.

    Tip

    Use the same names as your form fields where possible. This makes field mapping in Zapier easier.

Set up the Zap

  1. In PlatoForms, open the form you want to connect and go to Settings > Integration.

    PlatoForms Integration settings

  2. Select the Zapier logo, then search for and select Notion.

  3. Under Popular workflows, click Use this workflow next to the “PlatoForms → Notion workflow”.

  4. Log in to Zapier if prompted. For general Zapier setup steps, see Integrate with Zapier.

Connect your Notion account

In the Notion action step, connect your Notion account and grant Zapier access to your workspace. Follow the on-screen prompts to authorize the connection. For details on Notion’s authorization flow, refer to Notion’s documentation.

Warning

If you created the database after initially connecting Zapier to Notion, Zapier will not have access to it automatically. You must grant access manually via Notion’s connection settings. Refer to Notion’s documentation for the exact steps. Without this step, the database will not appear in Zapier and the Zap will fail.

Configure the Notion action

Follow Zapier’s on-screen instructions to select your Notion database and map your form fields to the corresponding database columns. For details, refer to Zapier’s Notion integration documentation.

Once configured, run a test to confirm data appears correctly in your Notion database, then click Publish to activate the Zap.

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