Integrate PlanSo Forms with LiveAgent

Send information between PlanSo Forms and LiveAgent automatically, without writing any code, using Zoho Flow.

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Create a ticket in LiveAgent whenever a new submission is made in PlanSo Forms

Improve response times to customer queries by promptly generating tickets upon form submission. This flow will create a new ticket in LiveAgent for new form submission in PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new ticket in LiveAgent.
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Create a ticket in LiveAgent whenever a new submission is made in PlanSo Forms

PlanSo Forms + LiveAgent

Build your own integrations between PlanSo Forms and LiveAgent

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Supported triggers and actions

Integrate PlanSo Forms and LiveAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Contact created

Triggers when a new contact is created

Ticket created

Triggers when a new ticket is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create ticket

Creates a new ticket

Add contact to group

Adds a contact to the selected group

Create contact

Creates a new contact

Remove contact from group

Removes a contact from the selected group

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update ticket

Updates the details of an existing ticket

Fetch company

Fetches the details of an existing company by ID, name, or email address

Fetch contact

Fetches the details of an existing contact by ID, first name, last name, or email address

Fetch ticket

Fetches the details of an existing ticket by ID or subject

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.

Forms WordPress Plugins

What is LiveAgent?

LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.

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.

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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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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