Integrate PlanSo Forms with Usedesk

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

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Create a ticket in Usedesk for new form submissions in PlanSo Forms

Automate ticket entry to dedicate valuable staff time to other critical administrative tasks. This flow will create a new ticket in Usedesk 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 Usedesk.
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Create a ticket in Usedesk for new form submissions in PlanSo Forms

PlanSo Forms + Usedesk

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Supported triggers and actions

Integrate PlanSo Forms and Usedesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Ticket created

Triggers when a new ticket is created

Client added

Triggers when a new client is added

All Actions - Actions are the automated tasks

Add comment

Adds a comment to the specified ticket

Create agent

Creates a new agent

Create chat

Creates a chat or send messages to an existing chat on behalf of the client

Create ticket

Creates a new ticket

Send chat message

Sends a chat message to the specified client

Create client

Creates a new client

Update agent

Updates the details of an existing agent

Update client

Updates the details of an existing client

Update ticket

Updates the details of an existing ticket

Fetch ticket

Fetches the details of an existing ticket using ticket ID

Fetch agent by email address

Fetches the details of an existing agent using email address

Fetch agent by ID

Fetches the details of an existing agent using agent ID

Fetch client

Fetches the details of an existing client using client 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.

Forms WordPress Plugins

What is Usedesk?

Usedesk is a cloud-based solution that lets you automate customer engagement services and solve customer support tickets. It allows you to create templates, set up automatic responses, make automatic changes to customer status, and more.

Customer Support Helpdesk

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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