PlatoForms
FormsPlatoForms turns PDFs into fillable online forms. Agents submit forms to generate filled PDFs, pull documents, attachments and answers back out, manage fields, sharing links, invitations, workflows and dropdown lists, and react on every submission.
What This Integration Enables
PlatoForms is for teams whose real deliverable is the document, not the form. A supplier questionnaire, a consent form, a membership application, a claim: the version that counts is the PDF that has to look exactly like the one everyone already agreed to. PlatoForms puts a fillable web layer over that PDF, and submitting the form produces the filled document, its attachments, its CSV, and, on signed forms, a signature certificate that is the audit record behind the signature. That is what an agent should be collecting, and it is a different job from scraping answers out of a survey tool.
FlowRunner agents submit forms and generate the filled PDF, read submissions and their revision history, pull the documents and uploaded files into storage, mint token free sharing links for people outside the account, issue prefilled invitations, drive multi step workflows where a form passes from one party to the next, and keep shared dropdown lists in step with the system of record. Everything in this API is addressed by field id rather than by label, which makes it precise and makes a careless write expensive. The connectors do the precise part. The expensive part waits for a person.
Without FlowRunner
With FlowRunner
Use Case Scenarios
-
A completed onboarding packet assembles itself
New Form Submission fires with Include Shareable Links turned on, so the payload already carries download URLs that need no token. The agent calls Get Submission for the answers, checks the mandatory attachments are present, and calls List Submissions By Custom Field on the vendor reference passed through the form's URL to catch a resubmission. Download Submission PDF, Download Submission Attachments Zip, and Download Signature Certificate collect the record and its evidence in one pass. The packet files to SharePoint, the vendor record updates in HubSpot, and the reviewer is told in Slack that the packet is complete rather than that a form was submitted.
-
Prefilled invitations, and the drafts that never came back
For each counterparty on a list, the agent calls Create Form Invitation with the known values already filled in and locked read only, so nobody retypes an account number that FlowRunner already holds. On a schedule it reads List Draft Submissions, finds the people who saved and never returned, and sends a reminder carrying the resume URL PlatoForms hands back. Invitations that were issued and never used are cleared with Delete Form Invitation, which also recovers the tracking quota they consumed.
-
A correction that does not become a new record
A reviewer spots a wrong figure on a submitted form. Rather than asking for a fresh submission and leaving two records to reconcile, the agent calls Create Submission Editor URL with an explicit short expiry and sends the link to the original submitter. They fix the field, Update Submission regenerates the PDF, and Get Submission Revisions keeps the previous values readable as an audit trail rather than discarding them. Because that link edits a live signed record with no login behind it, the expiry is never left to default and never set to zero.
Human-in-Loop Highlight
A shared option list looks like reference data and behaves like history. Update Team Option List replaces the options wholesale and pushes the change to every field following it, and PlatoForms matches options back by their key. Rebuild that array from an upstream export without carrying each existing key forward and the write is indistinguishable from deleting every option and adding new ones, at which point a submission from three months ago that chose a now deleted option can no longer resolve its label. Turning on the live form setting, or calling Sync Option List To Live Forms, republishes the affected forms immediately, including ones somebody is filling in at that moment.
So the sync agent reads Get Team Option List first, works out which entries are renames, which are genuinely new, and which would be dropped, and then stops: "The branch list sync would rename 9 options, add 4, and remove 6. Three of the six were selected on 214 submissions, whose stored labels stop resolving. Apply to drafts only, apply and republish live forms now, or hold the six removals?" The forms owner decides. Diffing two lists and preserving every key is exactly what an agent should never get wrong. Choosing to make old submissions unreadable is not a decision it should be making at all.
Agent Capabilities
60 actionsAccount
1- Get Current User Returns the display name and email of the account behind the token. The cheapest call in the API and the standard connection check.
Forms
9- List Forms Returns every form in the team with its identifier, folder, publication state, published URL, source PDF filename, and submission count.
- Search Forms Returns forms page by page with an optional keyword search. The only paged form listing, and the one to prefer on any team with more than a handful.
- Get Form Returns one form's metadata, publication state and version, published URL, cover image, source PDF, and submission totals.
- Create Form Creates a form under a chosen identifier, optionally building it from a PDF fetched by URL with fields detected from the document's own form metadata.
- Update Form Updates a form's name, type, publication status, source PDF, or folder. Only the fields supplied change, so it is safe for moving or archiving one form.
- Get Form Fields Returns every field definition with the field id used everywhere else in this API, plus type, label, help text, required flag, PDF page number, and validation. Read this before any write.
- Update Form Fields Updates the label, help text, placeholder, required, disabled, and visibility flags of existing fields by id. Editing the published copy in place is not mirrored back to the draft.
- Get Form Field Layout Returns the geometry of every field on the PDF: page dimensions, and each widget's id, type, page, and rectangle.
- Update Dropdown Field Options Replaces the selectable options on one or more dropdown fields in a single call. PlatoForms reports a verdict per field inside a success response, so the outcome has to be read from the body rather than the status code.
Submissions
9- Submit Form Submits data to a published form, creating a submission and generating the filled PDF. Values are addressed by field id, not by label.
- Update Submission Rewrites an existing submission's data and regenerates its PDF, keeping the previous values as a new revision rather than discarding them.
- List Form Submissions Returns a form's submissions page by page with metadata and generated file links but without the answers. Field filters query any field by id and need no setup, which keyword search does.
- List Draft Submissions Returns saved but unsubmitted drafts with the URL each person can resume at. The read behind chasing incomplete paperwork.
- Get Submission Returns one submission in full: every answer, the submitter, the generated PDFs, attachments, CSV, signature certificate, and its position in a workflow.
- Get Draft Submission Returns one saved draft in full, including the answers entered so far and any attachments already uploaded.
- Get Submission Revisions Returns the full revision history of a submission, one entry per version, with the values and generated files as they stood. The audit trail behind Update Submission.
- Delete Submission Permanently deletes a submission together with its generated PDFs, attachments, and every stored revision. This cannot be undone.
- List Submissions By Custom Field Returns the submissions carrying a given custom field value, which is how a submission is tied back to the record whose reference was passed through the form URL.
Files
6- Download Submission PDF Downloads the filled PDF PlatoForms generated for a submission into file storage. A form can produce more than one, so name which.
- Download Submission Attachment Downloads one file uploaded through a form's file or image field into file storage.
- Download Submission Attachments Zip Downloads every uploaded file as a single zip archive in one request, regardless of how many there are.
- Download Submission CSV Downloads a submission's answers as a CSV data file, the flat form of the values Get Submission returns as JSON.
- Download Signature Certificate Downloads the signature certificate PDF for a signed submission. The certificate is the audit record behind the electronic signature.
- Download Signature Image Downloads the drawn signature captured by one signature field as an image, addressed by field id.
Sharing
6- Create PDF Sharing URL Creates a temporary URL that downloads a submission's generated PDF with no API token, so it can be emailed or embedded.
- Create Attachment Sharing URL Creates a temporary token free URL for one uploaded attachment.
- Create Attachments Zip Sharing URL Creates a temporary token free URL that downloads every attachment of a submission as one zip archive.
- Create CSV Sharing URL Creates a temporary token free URL for a submission's answers as CSV, for handing one record to a system that fetches by URL.
- Create Signature Certificate Sharing URL Creates a temporary token free URL for a signed submission's certificate, so the audit record can be sent to a counterparty.
- Create Submission Editor URL Creates a temporary URL that opens an existing submission for editing in a browser with no login and no token. The most powerful link in the API, and the one whose expiry should always be set deliberately.
Invitations
8- Create Form Invitation Creates a prefilled invitation as unique URLs or as tracked emails to named invitees. Supplying invitees sends immediately and cannot be recalled.
- Get Form Invitation Returns one invitation with its URLs, prefilled values, field states, email settings, and behavior rules.
- Update Form Invitation Updates an invitation's prefilled values, field states, name, or availability window without issuing new links.
- Delete Form Invitation Permanently deletes an invitation and every URL it generated, stopping those links at once and recovering the tracking quota.
- Create Workflow Invitation Creates a prefilled invitation to the first step of a multi step workflow, returning unique URLs that carry the recipient on through the later steps.
- Get Workflow Invitation Returns one workflow invitation with its URLs, prefilled first step values, field states, and settings.
- Update Workflow Invitation Updates a workflow invitation's prefilled values and settings, leaving links already handed out working.
- Delete Workflow Invitation Permanently deletes a workflow invitation and every URL it generated, recovering its tracking quota.
Workflows
5- List Workflows Returns every multi step workflow with its status, shared URL, and the ordered steps it is built from.
- Submit Workflow Step Submits into a workflow, starting a new run when no previous submission is named and advancing an existing one when it is.
- List Workflow Runs Returns the first step submissions of a workflow page by page, each identifying one run. The lightweight listing for workflows with thousands of runs.
- Get Workflow Run Returns the complete chain of submissions for one run, following every subsequent step that branched from the first.
- Get Workflow Trees Returns every run of a workflow as a tree, showing which submission descended from which, and whether each run is complete.
Option Lists
6- List Team Option Lists Returns the team's shared dropdown lists with option counts and how many fields follow each. Metadata only, because a list can hold thousands of options.
- Create Team Option List Creates a shared dropdown list holding one master set of options that any number of fields can follow.
- Get Team Option List Returns one list with all of its options and every field following it, each carrying a live state that says whether the published form is up to date. The read a safe sync always makes first.
- Update Team Option List Updates a list's name, description, or options and pushes the change to every field following it. Options are replaced wholesale, and keys are how existing options keep their identity.
- Sync Option List To Live Forms Re-applies a shared list to the published forms following it and republishes them, without changing the list itself.
- Delete Team Option List Deletes a shared list. Options already on a form stay exactly as they are; the fields simply stop following the list.
Webhooks
6- List Form Webhooks Returns the webhook subscriptions registered against a form, which is how you audit what else receives its submissions.
- Create Webhook Registers a webhook fired on submission, optionally across every form in the team. Include Shareable Links puts token free download URLs in the payload.
- Get Webhook Returns one webhook's endpoint, delivery options, enabled state, and the reason its most recent delivery failed.
- Set Webhook Enabled Enables or disables a webhook without deleting it, so deliveries can be paused while a receiver is down and resumed without re-registering.
- Delete Webhook Permanently removes a webhook subscription. Set Webhook Enabled is the reversible form of the same intent.
- Get Webhook Sample Payload Returns a form's submissions in exactly the shape a delivery carries them, so a receiving endpoint can be built without waiting for a real submission.
AI Builder
4- Create Web Form With AI Builds a new web form from a plain description of what it should collect and returns the identifier and builder URL.
- Modify Web Form With AI Runs one conversational turn against an existing AI built web form, so a change is described rather than edited field by field.
- List PDF Documents Returns the team's AI generated PDF documents, newest first, listed separately from forms built on an uploaded PDF.
- Create PDF Document Creates a PDF document from a plain description and returns an edit URL. PlatoForms renders the document only when that URL is opened, so credits are spent then rather than at call time.
Triggers
1 triggersEvent Triggers
1- New Form Submission Starts the flow whenever a form is submitted, delivering the whole submission including the answers, the submitter, the generated PDF links, and any uploaded attachments. Leave Form empty to watch every form in the team. Turning on Include Shareable Links puts token free download URLs in the payload, which is what most downstream steps want. PlatoForms does not sign its deliveries, so the unguessable callback URL is what protects the endpoint, and each trigger gets its own.
Frequently Asked Questions
What can FlowRunner do with PlatoForms?
FlowRunner agents can run Get Current User, List Forms, and Search Forms in PlatoForms, plus 57 more actions.
Does connecting PlatoForms to FlowRunner require OAuth?
No. PlatoForms connects to FlowRunner with an API key, no OAuth flow required.
Can PlatoForms trigger a FlowRunner workflow automatically?
Yes. PlatoForms supports 1 trigger that can start a FlowRunner workflow automatically.
Other Forms integrations
Start building with PlatoForms
Free plan, no card required. Connect in minutes.