Integrate PlanSo Forms with Cloze
Send information between PlanSo Forms and Cloze automatically, without writing any code, using Zoho Flow.
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Create a new person in Cloze for every form entry from PlanSo Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Cloze using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
Create a new person in Cloze for every form entry from PlanSo Forms
PlanSo Forms + Cloze
Build your own integrations between PlanSo Forms and Cloze
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Supported triggers and actions
Integrate PlanSo Forms and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Company changed
Triggers when a company is changed
Person changed
Triggers when a person is changed
Project changed
Triggers when a project is changed
All Actions - Actions are the automated tasks
Create or update company
Creates a company. If it already exists, updates the details of the company.
Create or update project
Creates or updates a project
Create communication
Creates a new communication record
Create timeline event
Creates a new timeline event
Create ToDo
Creates a new ToDo
Create note
Creates or updates a note
Create or update person
Creates a person. If the record already exists, updates the details of that person.
What is PlanSo Forms?
PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.
Similar apps
What is Cloze?
Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
