Integrate PlanSo Forms with Outseta

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

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Create a new person in Outseta for every form entry from PlanSo Forms

Streamline your contact management by integrating forms with your subscription platform to capture details directly This flow will create a new person in Outseta from the responses collected via 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 person in Outseta.
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Create a new person in Outseta for every form entry from PlanSo Forms

PlanSo Forms + Outseta

Build your own integrations between PlanSo Forms and Outseta

Connect PlanSo Forms and Outseta 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 Outseta using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Account created

Triggers when a new account is added

Person created

Triggers when a new person is added

Deal created

Triggers when a new deal is created

Case created

Triggers when a new case created

All Actions - Actions are the automated tasks

Create person

Creates a new person

Create case

Creates a new case

Create deal

Creates a new deal

Create account

Creates a new account with a new person

Update deal

Updates the details of an existing deal

Fetch people details

Fetches the details of the specified people

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 Outseta?

Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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