Integrate PlanSo Forms with Streak
Send information between PlanSo Forms and Streak automatically, without writing any code, using Zoho Flow.
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Add a new contact in Streak for each new form submission received via PlanSo Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Streak the form responses 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 Streak.
Add a new contact in Streak for each new form submission received via PlanSo Forms
PlanSo Forms + Streak
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Supported triggers and actions
Integrate PlanSo Forms and Streak using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Pipeline created
Triggers when a new pipeline is created
Contact added
Triggers when a new contact is created in the selected team
Box created
Triggers when a new box is created in the selected pipeline
Stage added
Triggers when a new stage is added to the selected pipeline
Task created
Triggers when a new task is created in the selected pipeline
Box pipeline changed
Triggers when a box is moved between pipelines
Organization created
Triggers when a new organization is created
Box updated
Triggers when the properties of a box is updated in the selected pipeline
Contact updated
Triggers when the details of a contact is updated in the selected team
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create organization
Creates a new organization
Create new box
Creates a new box
Create comment
Creates a new comment
Add contact to box
Adds a contact to the specified box
Create task
Creates a new task in the selected box
Update organization
Updates the details of an existing organization
Update box
Updates the properties of the specified box
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by key or email
Fetch box
Fetches the details of the specified box
Fetch task
Fetches the details of an existing task
Fetch organization
Fetches the details of an existing organization by key or name
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 Streak?
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.
Similar apps
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.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
