Integrate PlanSo Forms with Octadesk
Send information between PlanSo Forms and Octadesk automatically, without writing any code, using Zoho Flow.
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Create a ticket in Octadesk whenever a new submission is made in PlanSo Forms
Ensure that all form submissions and queries are systematically logged and tracked as tickets. This flow will create a fresh ticket in Octadesk upon receiving a new form submission in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new ticket in Octadesk.
Create a ticket in Octadesk whenever a new submission is made in PlanSo Forms
PlanSo Forms + Octadesk
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Supported triggers and actions
Integrate PlanSo Forms and Octadesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Agent added
Triggers when a new agent is added
Ticket added
Triggers when a new ticket is added
Customer added
Triggers when a new customer is added
Organization added
Triggers when a new organisation is added
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Create person
Creates a new person
Create organization
Creates a new organization
Create product
Creates a new product
Update ticket
Updates the details of an existing ticket
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Fetch organization
Fetches the details of an existing organization by name
Search ticket
Search for an existing ticket
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.
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
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