Integrate PlanSo Forms with dotdigital
Send information between PlanSo Forms and dotdigital automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in dotdigital when a form is submitted in PlanSo Forms
Streamline your data collection procedures and eliminate errors and mistakes caused by manual intervention. This flow will add a new contact to dotdigital each time a new form response is received from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates or updates a contact in dotdigital.
Create a contact in dotdigital when a form is submitted in PlanSo Forms
PlanSo Forms + dotdigital
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Supported triggers and actions
Integrate PlanSo Forms and dotdigital using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Survey response added
Triggers when a new response is added in the selected survey
All Actions - Actions are the automated tasks
Create or update contact
Creates or updates a contact
Send transactional email
Sends a transactional email
Create address book
Creates a new address book
Send campaign to contact
Sends a campaign to the specified contact
Send campaign to address book
Sends a campaign to the selected address book
Create contact data field
Creates a new contact data field
Enrol contact in program
Enrolls a contact in the selected program
Refresh segment
Refreshes an existing segment
Unsubscribe contact
Unsubscribes the specified contact
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 dotdigital?
dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.
Similar apps
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
