Integrations and API for your forms and PDFs

Send form answers and completed PDFs to the tools you already use

Use built-in integrations for notifications, storage, spreadsheets, payments and text messages. Connect 9,000+ apps through Zapier, or use Make, AI assistants and the API for advanced and custom workflows.

Start free Browse setup guides

• SlackAlert your team
• Google SheetsAdd each submission as a row
• Google DriveSave the completed PDF
• StripeTake payments

PlatoForms

Form submitted

PDFcompleted-form.pdf

• ZapierConnect to 9,000+ apps
• MakeRun a scenario
• DropboxSave the completed PDF
• AI assistantsLook up submissions with MCP

Three ways to extend PlatoForms

Choose how you want to connect

Start with the simplest route for your workflow. You can combine all three as your process grows.

Built into PlatoForms

Direct integrations

Configure notifications, storage, spreadsheets, payments and text messages inside PlatoForms, and bring in forms from Canva and Google Forms.

Notifications · storage · spreadsheets · payments · SMS · imports

Browse direct integrations

Automation platforms

Connect more apps

Use a visual automation platform to send each submission and its PDF through several apps in one run.

Visual workflows · multi-step automations · app connections

Explore automation platforms

AI and custom connections

Build your own connection

Work conversationally through MCP, or use the REST API, webhooks and JavaScript for custom behavior.

Natural language · server-side integrations · custom form behavior

Explore AI and developer tools

Combine integrations into a complete process

Popular workflows

1. Form submitted
2. Cloud drive
3. Slack

Save the PDF and alert your team

File the completed PDF in the right folder and post the key answers to a Slack channel.

Connect a cloud drive

1. Form submitted
2. Zapier
3. Amazon S3

Archive every PDF in Amazon S3

Zapier starts once the PDF is generated, then uploads the file to your Amazon S3 bucket.

Set up Zapier

1. Order form
2. Stripe, PayPal or Square

Collect payment with the submission

Use Stripe, PayPal or Square so customers pay as part of the submission flow.

Compare payment providers

1. Workflow step
2. Text message

Send the next task by text

Text the next participant through PlatoForms SMS or your own Twilio account, so the document keeps moving.

Set up text messages

1. Google Form
2. PlatoForms
3. PDF

Import it and add PDF output

Bring the questions and sections into PlatoForms, then connect the form to the document you need.

Import from Google Forms

1. AI assistant
2. Submission
3. Prefilled link

Review a submission and prepare a link with AI

Ask an assistant to read the latest answers and create a prefilled link for the next step.

Connect an AI assistant

Built into PlatoForms

Direct integrations

Connect directly through PlatoForms. No automation platform needed.

Get a Slack message for every submissionSee key answers and download the PDF from Slack

Connect a form to Slack, and each submission posts a message to your channel with key answers. Your team can download the completed PDF from the message, without opening PlatoForms. Connect Slack

Save every completed PDF to your cloud driveGoogle Drive, Dropbox, OneDrive or Box

Each submission’s completed PDF is saved to the folder you choose, so no one has to download and upload files by hand. You can also save answers as CSV and include submitted files. Connect a cloud drive Watch demo Save submissions to a cloud drive automatically

Add each submission to Google SheetsAnswers land in a spreadsheet as they come in

Connect a form from its Integrations settings, and submitted answers are stored in the sheet automatically, ready to sort, filter and share. Connect Google Sheets

Send text messagesWith PlatoForms SMS or your own Twilio account

Send submission notifications, invitations, document requests and workflow tasks by text. Use PlatoForms SMS with no Twilio setup, or connect your own Twilio account. Requires a paid plan. Set up text messages

Take payments with your formStripe, PayPal or Square, with no extra PlatoForms fee

Use an embedded payment field, or, with Stripe and Square, send customers to a hosted checkout page after submission.

• Stripe: embedded widget or Stripe Checkout; supports Test Mode, Apple Pay and Google Pay.
• PayPal: Smart Payment Buttons for PayPal, cards and Pay Later; supports Sandbox testing.
• Square: embedded field or Square Checkout; Checkout sends an email receipt automatically.

PlatoForms does not charge additional transaction fees.

Compare payment providers Watch demo Set up Square payments in PlatoForms

Bring work in from Canva and Google FormsStart from a design or form you already have

Export a Canva design and review the fields suggested by AI. Canva export needs a paid PlatoForms plan. Or import a Google Form’s questions, sections and field types without changing the original form. Import from Google Forms Watch demo Import a Google Form into PlatoForms

Automation platforms

Connect more apps

Send each submission and its completed PDF to apps that don’t have a direct integration.

Connect 9,000+ apps with ZapierSend submissions to Notion, Amazon S3, your CRM and more

Every Zap starts with New Submission in PlatoForms after the PDF is created. Then add an action such as creating a spreadsheet row or uploading the completed PDF. Set up Zapier Watch demo Send submissions to Notion with Zapier

Build multi-step automations with MakeSee every step on a visual canvas

Send PlatoForms submissions and their PDFs through several apps in one run. In the demo, each completed PDF is attached to a Trello card. Explore Make Watch demo Attach completed PDFs to Trello cards with Make

AI and custom connections

Build your own connection

Work with forms from an AI assistant, or build on the API, webhooks and JavaScript.

Work with your forms from an AI assistantChatGPT, Claude, Cursor and OpenAI Codex, through MCP

Ask an assistant to read a submission, create a prefilled link, submit a test entry or build a form from a description. It receives only the access you grant and requires a plan with API access. Connect an AI assistant Watch demo Manage forms in ChatGPT through conversation

Build your own integration with the APITry calls in the API Playground first

Use the REST API to download completed PDFs, create prefilled invitations and manage workflow steps. Webhooks send submission, workflow, document-request and renewal events to your server. Read the API docs Watch demo See the PlatoForms API in action

Customize forms with JavaScriptFor calculations, validation and calls to your systems

Add conditional logic, real-time calculations, dynamic field updates and custom validation, or call internal systems and external APIs. Custom JavaScript runs only on a paid plan—not the free trial—and requires a connected custom form domain.

What can start an automation

Events PlatoForms sends to other apps

Event	Where you use it	Good to know
A form is submitted	Zapier or webhook	Zapier starts after the PDF is created. A submission webhook can fire sooner with Instant Hook.
A workflow run or task changes	Webhook	For workflows with several steps and people
Documents are requested, received or reviewed	Webhook	For supporting files collected after a form is submitted
A renewal is scheduled, sent, completed or expired	Webhook	For new submissions or replacement files requested before expiry

Choose an integration to get started

Setup guides

Open the step-by-step instructions for the connection you need.

Direct integrations Direct

Connect directly through PlatoForms. No automation platform needed.

Slack Post submission details and completed PDF links. → Cloud drives Save PDFs to Drive, Dropbox, OneDrive or Box. → Google Sheets Add each submission to a spreadsheet. → Payments Set up Stripe, PayPal or Square. → Text messages Send notifications with PlatoForms SMS or Twilio. → Canva Export a Canva design as a fillable form. → Google Forms Import an existing Google Form. →

Connect more apps Third-party

Send submissions and PDFs to apps that don’t have a direct integration. You need an account with the platform.

Zapier Connect 9,000+ apps. Start automations from a new submission. → Make Build visual, multi-step scenarios. → Pabbly Connect Connect PlatoForms with other apps in Pabbly workflows. → Integrately Set up one-click automations with no code. → ApiX Drive Route submission data to other services. →

Popular through Zapier or Make:SalesforceHubSpotMailchimpNotionAirtableTrello

Build your own connection MCP · API

Connect an AI assistant, or use the API, webhooks and JavaScript for custom behavior.

AI assistants (MCP) Work with forms and submissions conversationally. → API and webhooks Build custom server-side integrations. → JavaScript Customize labels, logic and form behavior. →

Don’t see your tool? Connect it through Zapier or Make, build your own connection with the API and webhooks, or tell us which app you need.

? FAQ

Questions about integrations

What to know before you connect your first app.

1. What apps can I integrate with PlatoForms?

Built in: Slack, Google Drive, Dropbox, OneDrive, Box, Google Sheets, Stripe, PayPal, Square and Twilio. You can also import from Google Forms and Canva, connect AI assistants through MCP, connect to 9,000+ apps through Zapier, with more automation options through Make, Pabbly Connect, Integrately and ApiX Drive.

2. Can integrations send the completed PDF, not just the answers?

Yes. A Slack message can include a Download PDF option, cloud drive uploads save the completed PDF to your folder, and Zapier starts after the PDF is generated, so a Zap can pass the file to other apps. The API can also download completed PDFs.

3. Does PlatoForms have an API and webhooks?

Yes. The REST API covers submissions, documents, workflows, invitations and more, and you can try calls in the API Playground first. Webhooks send submission, workflow, document-request or renewal events to your endpoint. An endpoint that keeps failing is turned off automatically and the team is notified. See API and webhooks.

4. Which integrations need a paid plan?

Text messages, Canva export, payments and cloud drive uploads need a paid plan. Payments and cloud drive uploads also work during the free trial. Connecting an AI assistant needs API access, which new accounts get during the 15-day free trial.

5. Can I use more than one payment provider on the same form?

No. Use one payment method per form. For example, don’t combine Square Checkout with an embedded payment field from Square or another provider, because the payment amount, currency or confirmation status can behave unpredictably. See the Square guide or compare payment providers.

6. Do I need to install anything?

No for most built-in integrations. The exceptions are the PlatoForms app in Canva and external automation tools such as Zapier or Make, where you need an account.

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