Integrate PlanSo Forms with Nimble
Send information between PlanSo Forms and Nimble automatically, without writing any code, using Zoho Flow.
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Create a contact in Nimble each time a form is filled out on PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Nimble from the responses collected via 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 Nimble.
Create a contact in Nimble each time a form is filled out on PlanSo Forms
PlanSo Forms + Nimble
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Supported triggers and actions
Integrate PlanSo Forms and Nimble 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 added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected contact
Create contact
Creates a new contact
Create task
Creates a new task
Update contact
Updates the details of an existing contact by contact ID
Fetch contact
Fetches the details of an existing 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 >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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