Integrate Surveypal with Planio
Send information between Surveypal and Planio automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Surveypal and Planio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Survey answered
Triggers when there is a new answer to the selected survey
Company added
Triggers when a new company is added
Contact added
Triggers when a new contact is added
Issue added
Triggers when a new issue is added
All Actions - Actions are the automated tasks
Send invitation
Sends a survey invitation by email
Update company
Updates the details of an existing company
Create issue
Creates a new issue
Add company
Adds a new company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
What is Surveypal?
Surveypal is a survey management tool that allows you to create branded customer experience surveys, monitor each step of the customer journey, and create CRM workflows based on feedback.
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What is Planio?
Planio is a cloud-based project management and issue tracking solution that enables users to manage workflows, track bugs and issues, and build a central database for document management.
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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.
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.
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