Integrate PlanSo Forms with Groove
Send information between PlanSo Forms and Groove automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new ticket in Groove following a form submission in PlanSo Forms
Centralize all incoming inquiries and requests onto a single platform to optimize team responsiveness. This flow will create a new ticket in Groove 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 starts a new ticket for your customer in Groove.
Create a new ticket in Groove following a form submission in PlanSo Forms
PlanSo Forms + Groove
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Supported triggers and actions
Integrate PlanSo Forms and Groove 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 assigned
Triggers when a ticket is assigned
Ticket closed
Triggers when a ticket is closed
Ticket deleted
Triggers when a ticket is deleted from trash
Ticket opened
Triggers when a ticket is opened
Ticket priority changed
Triggers when a ticket's priority is changed
Customer replied
Triggers when a customer replies to a ticket
Ticket tagged
Triggers when a ticket is tagged
Ticket created
Triggers when a new ticket is created
Agent replied
Triggers when an agent replies to a ticket
Note added
Triggers when a note is added to a ticket
Customer added
Triggers when a customer is added
All Actions - Actions are the automated tasks
Add note
Adds a private note to an existing ticket
Create new ticket
Starts a new ticket for your customer
Change ticket state
Changes the state of a ticket
Close ticket
Changes the state of a ticket to Closed
Assign agent to ticket
Assigns an agent to a ticket
Reopen ticket
Changes the state of a ticket to Opened
Find customer
Fetches customer profile details using email address
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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What is Groove?
GrooveHQ is a help desk platform meant for small businesses and startups. It lets you chat with your customers, collaborate on conversations and more.
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
