PlatoForms FileInvite

PlatoForms + FileInvite Integrations

Put PlatoForms + FileInvite to work with AI and enterprise-grade automation

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See the kind of workflows teams build with PlatoForms and FileInvite below — describe the exact one you want above and the Agent builds it on demand.

PlatoForms + FileInvite When a new invite is created in FileInvite, generate a corresponding form in PlatoForms.
Save form responses to cloud folders When a user submits a survey in PlatoForms, automatically create a dedicated folder in FileInvite to store all submission assets. See details
Send surveys when project folders update When a shared project folder is modified in FileInvite, add a respondent in PlatoForms to gather feedback on the updated files. See details
Upload submitted documents directly to cloud storage When a new form response arrives in PlatoForms, upload the formatted response directly into FileInvite for safe archiving. See details

Browse the full workflow library →

Looking to achieve something else with PlatoForms and FileInvite?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for PlatoForms and FileInvite

Everything PlatoForms and FileInvite can do inside a workflow — the triggers that start one and the actions that run when it fires.

PlatoForms Explore PlatoForms →

A digital document solution that converts existing PDF forms into interactive online web forms for automated data collection.

Triggers
New Submission

Triggers when a form is submitted and its PDF is generated.

Actions
Submit Form

Submit a Form.

FileInvite Explore FileInvite →

FileInvite is a document collection platform that automates document requests, client file uploads, and tracking for professional services.

Triggers
New Person

Triggers when a new person is created.

New Invite

Triggers when a new FileInvite is created/sent.

Actions
Create Person

Creates a new person.

Create Invite

Creates a new invite for an existing person.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about PlatoForms + FileInvite

Is there a pre-built PlatoForms + FileInvite automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches PlatoForms and FileInvite's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built PlatoForms or FileInvite connector?

No. The Agent works whether or not PlatoForms or FileInvite already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form attachments in PlatoForms upload directly into FileInvite?

Yes, files submitted through PlatoForms can be transferred directly into organized folders in FileInvite without manual downloads.

How do folder updates in FileInvite invite users to complete surveys in PlatoForms?

When folders or files are modified in FileInvite, you can automatically add the recipient in PlatoForms so they receive a survey link.

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