![](https://flow-au-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Integrate PlanSo Forms with Copper
Send information between PlanSo Forms and Copper automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Create a new person in Copper when a form is submitted through PlanSo Forms
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Copper using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow adds a new person in Copper.
![](https://flow-au-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Create a new person in Copper when a form is submitted through PlanSo Forms
PlanSo Forms + Copper
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PlanSo Forms and Copper
Connect PlanSo Forms and Copper with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PlanSo Forms and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/planso_forms.png)
Form entry made
Triggers when a new form entry is made
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Lead created
Triggers when a new lead is created
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Opportunity created
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Person added
Triggers when a new person is added
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Task added
Triggers when a new task is added
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Lead updated
Triggers when any detail of an existing lead is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Person updated
Triggers when any detail of an existing person is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Create company
Creates a new company
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Create opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Create or update lead
Creates or updates the details of a lead
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Add person
Adds a new person
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Create activity
Creates a new activity for a person, company, opportunity, or lead
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Update company
Updates the details of an existing company
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Update person
Updates the details of an existing person
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Update project
Updates the details of an existing project
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Update opportunity
Updates the details of an existing opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Fetch project
Fetches the details of an existing project by name
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Fetch person
Fetches the details of a person by email
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Fetch company
Fetches the details of an existing company by name
![](https://flow-au-public.nimbuspop.com/flow-apps/copper.png)
Fetch opportunity
Fetches the details of an existing opportunity by 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.
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