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Automate tasks across PlatoForms with Salesforce

We work with you to understand your business processes, and automate all work between PlatoForms and Salesforce.

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Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between PlatoForms and Salesforce.

Send a Salesforce notification when PlatoForms receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in PlatoForms.Get Started
Copy new customer details from PlatoForms into Salesforce.Get Started
Update the matching Salesforce item when a PlatoForms status changes.Get Started
Start a review in Salesforce when PlatoForms flags an exception.Get Started
Summarize new PlatoForms activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with PlatoForms and Salesforce using our 52 actions.
Can’t find what you need? Let us know.

Get Complete Workflow ChainReadRetrieves a complete workflow chain from PlatoForms.
List Team WorkflowsReadRetrieves team workflow details from PlatoForms.
List Workflow Execution TreesReadRetrieves workflow execution trees from PlatoForms.
List Workflow First-Step SubmissionsReadRetrieves first-step workflow submissions from PlatoForms.
Submit Workflow StepCreateCreates a workflow step submission in PlatoForms.
Create FormCreateCreates a new form in PlatoForms.
Create Form InvitationCreateCreates a new form invitation in PlatoForms.
Create WebhookCreateCreates a new webhook in PlatoForms.
Delete Form InvitationDeleteDeletes an existing form invitation from PlatoForms.
Delete SubmissionDeleteDeletes an existing submission from PlatoForms.
Delete WebhookDeleteDeletes an existing webhook from PlatoForms.
Get Draft Submission DetailReadRetrieves draft submission details from PlatoForms.
Get Form Fields DefinitionReadRetrieves form field definitions from PlatoForms.
Get Form InvitationReadRetrieves form invitation details from PlatoForms.
Get Form MetadataReadRetrieves metadata for a form from PlatoForms.

Frequently Asked Questions

Common questions about working with MindCloud on your PlatoForms and Salesforce integration.

Apps are the systems your business runs on, like PlatoForms and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.