PlatoForms integration with Email by Nekton
How to Send emails with PDF files from new PlatoForms submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send emails with PDF files from new PlatoForms submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate PlatoForms integrations
PlatoForms actions
Nekton can use any feature that is available in PlatoForms API.
Using our advanced AI, you can easily create custom automations for PlatoForms.
Here are some typical actions you can do in your automated workflows.
Submit Form
Submit a Form.
New Submission
Triggers when a form is submitted and its PDF is generated.
About PlatoForms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.