Integrate PlanSo Forms with Freshdesk
Send information between PlanSo Forms and Freshdesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a ticket in Freshdesk when a form is submitted in PlanSo Forms
Automate ticket entry to dedicate valuable staff time to other critical administrative tasks. This flow will create a fresh ticket in Freshdesk upon receiving a new form submission in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new ticket in Freshdesk.
Generate a ticket in Freshdesk when a form is submitted in PlanSo Forms
PlanSo Forms + Freshdesk
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Supported triggers and actions
Integrate PlanSo Forms and Freshdesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Ticket note added
Triggers when a note is added to the selected ticket
Ticket created
Triggers when a new ticket is created
Contact updated
Triggers when the details of an existing contact are updated
Ticket updated
Triggers when the details of an existing ticket are updated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create forum
Creates a new forum in the selected category
Create group
Creates a new group
Create company
Creates a new company
Add notes to ticket
Adds private or public notes to the selected ticket
Create forum category
Creates a new forum category
Update contact
Updates the details of an existing contact
Update ticket
Updates the details of an existing ticket
Update company
Updates the details of an existing company
Fetch ticket
Fetches the details of an existing ticket by requester email address and subject
Fetch ticket priority by ID
Fetches the priority details of a specific ticket by ID
Fetch ticket priority
Fetches the priority details of a specific ticket by label
Fetch contact
Fetches the details of an existing contact by email address, phone number, or mobile number
Fetch group by ID
Fetches the details of an existing group by ID
Fetch agent
Fetches the details of an existing agent by email address, phone number, or mobile number
Fetch company by ID
Fetches the details of an existing company by ID
Fetch ticket status
Fetches the status of a specific ticket by label
Fetch ticket status by ID
Fetches the status of a specific ticket by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch company
Fetches the details of an existing company by domain
Fetch agent by ID
Fetches the details of an existing agent by ID
Fetch ticket by ID
Fetches the details of an existing ticket by ID
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 Freshdesk?
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
