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
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new ticket in Usedesk.
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.
Similar apps
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.
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 has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
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
