Integrate PlanSo Forms with MYOB AccountRight Live
Send information between PlanSo Forms and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new customer in MYOB AccountRight Live for each new form submission received via PlanSo Forms
Reduce data entry errors by automatically capturing customer information from forms. This flow will create a new customer in MYOB AccountRight Live the form responses received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow triggers when a new customer is created in MYOB AccountRight Live.
Add a new customer in MYOB AccountRight Live for each new form submission received via PlanSo Forms
PlanSo Forms + MYOB AccountRight Live
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Supported triggers and actions
Integrate PlanSo Forms and MYOB AccountRight Live 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 bill
Triggers when a new bill is created
New customer
Triggers when a new customer is created
New employee
Triggers when a new employee is created
New supplier
Triggers when a new supplier is created
New item sale
Triggers when a new sale is recorded
New invoice
Triggers when a new invoice is generated
All Actions - Actions are the automated tasks
Create purchase item order
Creates a new purchase item order
Create sales order
Creates a new sales order
Create supplier
Creates a new supplier
Create item
Creates a new item in the inventory
Create customer
Triggers when a new customer is created
Create employee
Creates a new employee
Create timesheet entry
Creates a new timesheet entry for an employee
Create bill
Creates a bill for the specified supplier
Create invoice
Creates a new invoice
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Fetch item
Fetches the details of an existing item by UID
Fetch customer
Fetches the details of an existing customer
Fetch bill
Fetches a bill by type and ID
Fetch employee
Fetches an employee by display ID or email
Fetch invoice
Fetches an invoice by UID
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 MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
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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.
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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
Endless integrations. End to manual work.
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