Integrate PlanSo Forms with LiveAgent

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

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Create a ticket in LiveAgent whenever a new submission is made in PlanSo Forms

Improve response times to customer queries by promptly generating tickets upon form submission. This flow will create a new ticket in LiveAgent 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 LiveAgent.
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Create a ticket in LiveAgent whenever a new submission is made in PlanSo Forms

PlanSo Forms + LiveAgent

Build your own integrations between PlanSo Forms and LiveAgent

Connect PlanSo Forms and LiveAgent with over 800+ 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 LiveAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Company created

Triggers when a new company is created

Ticket created

Triggers when a new ticket is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Add contact to group

Adds a contact to the selected group

Create ticket

Creates a new ticket

Create contact

Creates a new contact

Remove contact from group

Removes a contact from the selected group

Update ticket

Updates the details of an existing ticket

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch company

Fetches the details of an existing company by ID, name, or email address

Fetch ticket

Fetches the details of an existing ticket by ID or subject

Fetch contact

Fetches the details of an existing contact by ID, first name, last name, or 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.

Forms WordPress Plugins

What is LiveAgent?

LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.

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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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.

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Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

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