![](https://flow-au-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Integrate PlanSo Forms with Upsales
Send information between PlanSo Forms and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Add a new contact in Upsales for each new form submission received via PlanSo Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Upsales using the form responses obtained from 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 Upsales.
![](https://flow-au-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Add a new contact in Upsales for each new form submission received via PlanSo Forms
PlanSo Forms + Upsales
![](https://flow-au-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Schedule a new booking in Upsales from every new form submission in PlanSo Forms
Streamline scheduling by seamlessly processing booking requests directly from forms app. This flow will create a new booking in Upsales for every 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 appointment in Upsales.
![](https://flow-au-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Schedule a new booking in Upsales from every new form submission in PlanSo Forms
PlanSo Forms + Upsales
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PlanSo Forms and Upsales
Connect PlanSo Forms and Upsales with over 750+ 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 Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/planso_forms.png)
Form entry made
Triggers when a new form entry is made
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Contact created
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Appointment created
Triggers when a new appointment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Opportunity created
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Order created
Triggers when a new order is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Company created
Triggers when a new company is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
User created
Triggers when a new user is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Activity created
Triggers when a new activity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Event created
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create activity
Creates a new activity
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create order
Creates a new order
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create company
Creates a new company
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create product
Creates a new product
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create appointment
Creates a new appointment
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 Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
Similar apps
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Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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