Integrate PlanSo Forms with Holded
Send information between PlanSo Forms and Holded automatically, without writing any code, using Zoho Flow.
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Add a new contact in Holded for each new form submission received via PlanSo Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Holded 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 new contact in Holded.
Add a new contact in Holded for each new form submission received via PlanSo Forms
PlanSo Forms + Holded
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Supported triggers and actions
Integrate PlanSo Forms and Holded using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Sales channel created
Triggers when a new sales channel is created
Contact created
Triggers when a new contact is created
Payment created
Triggers when a new payment is created
Service created
Triggers when a new service is created
Contact group created
Triggers when a new contact group is created
Product created
Triggers when a new product is created
Warehouse created
Triggers when a new warehouse is created
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create task
Creates a new task
Create contact
Creates a new contact
Create warehouse
Creates a new warehouse
Create document
Creates a new document
Create employee
Creates a new employee
Create payment
Creates a new payment
Create project
Creates a new project
Create service
Creates a new service
Create sales channel
Creates a new sales channel
Create contact group
Creates a new contact group
Update warehouse
Updates the details of an existing warehouse
Update project
Updates the details of an existing project
Update document
Updates the details of an existing document
Update contact group
Updates the details of an existing contact group
Update employee
Updates the details of an existing employee
Update sales channel
Updates the details of an existing sales channel
Update contact
Updates the details of an existing contact
Update service
Updates the details of an existing service
Fetch document
Fetches the details of an existing document using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch product
Fetches the details of an existing product using ID
Fetch service
Fetches the details of an existing service using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch task
Fetches the details of an existing task using ID
Fetch project
Fetches the details of an existing project using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch warehouse
Fetches the details of an existing warehouse using 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.
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What is Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
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