Connect PlatoForms to your tools—and keep your PDFs as the source of truth
APIs & Integrations for Document-Centric Automation
From notifications and storage to payments and approvals, start with built-in integrations and extend seamlessly with automation platforms, APIs, or JavaScript as workflows evolve. Trigger actions when documents are completed, not when raw data is submitted.
Upgrade Your Workflow
Act the moment a document is submitted
Get Instant Submission Alerts
Connect your forms to Slack to receive real-time alerts the moment a document is completed.
Review key field values and download the generated PDF directly from Slack—so your team can respond immediately, without switching tools or searching for files.
Automatically store finalized PDFs—no manual handling
Integrate With Your Preferred Cloud Drive
Many form tools treat PDFs as exports. PlatoForms treats the generated PDF as the workflow output your team relies on.
Automatically save generated PDFs from each submission to your preferred cloud drive. Connect PlatoForms with Google Drive, Dropbox, OneDrive, or Box, and every completed document is stored in the right folder—without downloads, uploads, or version confusion.
How to Auto-Save Form Submissions to Cloud Drive
Accept payments as part of the document workflow
Collect Payments With Ease
PlatoForms integrates with Stripe to securely collect online payments as part of your form process. Add a payment field to your form and allow customers to submit payment together with their completed document.
PlatoForms does not charge any additional transaction fees.
Connect documents to thousands of apps
Create Automated Workflows With Zapier
Use Zapier to connect PlatoForms with Google Sheets, Slack, Notion, and more. Trigger actions when a document is completed—sync data, create records, or notify teams—while keeping the generated PDF intact.
In one healthcare workflow, this approach enabled 3.3× more forms, 3× faster turnaround, and 80% fewer errors—without adding staff.
Integration: Automate PlatoForms → Notion
PlatoForms + Make + Trello
API Demo: How to Unlock Powerful Integrations
When document consistency matters
PlatoForms vs Typical Form Tools
| Workflow need | PlatoForms | Typical form tools | Why it matters |
|---|---|---|---|
| What triggers automation | Final generated PDF | Raw form responses / data rows | Keeps one document consistent across systems |
| Source of truth | One PDF document | Spreadsheet or database record | Avoids duplicate files and version mismatch |
| Multi-step processes | Built-in document workflows | Manual handoff or external tools | Approvals, reviews, and sign-offs stay in order |
| Integrations focus | Document-centric | Data-centric | Better for healthcare, education, compliance use cases |
| Best suited for | PDF-driven business workflows | Simple data collection | Choose based on whether the PDF is the deliverable |
FAQ’S
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What apps can I integrate with PlatoForms?
PlatoForms integrates with Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, Zapier, Make, Integrately, Pabbly, and more. -
Do I need to install anything to use these integrations?
No. All integrations can be configured directly within the PlatoForms platform. -
Does PlatoForms support API integration?
Yes. PlatoForms offers RESTful APIs for form submission, document workflows, invitations, and more. -
Can I automatically save generated PDFs to cloud storage?
Yes. Generated PDFs can be automatically uploaded to Google Drive, Dropbox, OneDrive, and Box. -
Do I need APIs or automation tools to use PlatoForms?
No. Many teams start with built-in workflows, invitations, notifications, and cloud storage.
APIs and automation tools are optional and can be added later as processes become more complex.