Integrate PlanSo Forms with Highrise
Send information between PlanSo Forms and Highrise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Highrise each time a form is filled out on PlanSo Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Highrise using the form responses obtained from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact in Highrise.
Create a contact in Highrise each time a form is filled out on PlanSo Forms
PlanSo Forms + Highrise
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Supported triggers and actions
Integrate PlanSo Forms and Highrise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
New tag
Triggers when a new tag is created
New task
Triggers when a new task is created
New deal
Triggers when a new deal is created
New company
Triggers when a new company is created
New case
Triggers when a new case is created
New task category
Triggers when a new task category is created
New deal category
Triggers when a new deal category is created
New custom fields
Triggers when a new custom field is created
New group
Triggers when a new group is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Fetch contact
Fetches a contact by email
Create case
Creates a new case
Create task for contact
Creates a new task for the selected contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Fetch company
Fetches a company by name
Create deal for contact
Creates a new deal for the selected contact
Create deal
Creates a new deal
Create task
Creates a new task
Create note for contact
Creates a note for the selected contact
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.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
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