Integrate PlanSo Forms with Moskit
Send information between PlanSo Forms and Moskit automatically, without writing any code, using Zoho Flow.
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Create a contact in Moskit each time a form is filled out on PlanSo Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Moskit 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 creates a new contact in Moskit.
Create a contact in Moskit each time a form is filled out on PlanSo Forms
PlanSo Forms + Moskit
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Supported triggers and actions
Integrate PlanSo Forms and Moskit using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
New Company
Triggers when a new company is created
New Contact
Triggers when a new contact is created
New Activity
Triggers when a new activity is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Deal
Creates a new deal
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 Moskit?
Moskit is CRM software that lets you manage your sales and business from one place. You can keep track of all negotiations with powerful reports to plan for better results.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
