Integrate PlanSo Forms with Helpshift
Send information between PlanSo Forms and Helpshift automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a ticket in Helpshift whenever a new submission is made in PlanSo Forms
Centralize all incoming inquiries and requests onto a single platform to optimize team responsiveness. This flow will generate a new ticket in Helpshift in response to each 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 issue in Helpshift.
Create a ticket in Helpshift whenever a new submission is made in PlanSo Forms
PlanSo Forms + Helpshift
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Supported triggers and actions
Integrate PlanSo Forms and Helpshift using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Issue created
Triggers when a new issue is created
Issue updated
Triggers when the details of an existing issue are updated
All Actions - Actions are the automated tasks
Add message
Adds a message to an existing issue
Add note
Adds a private note to an existing issue
Create issue
Creates a new issue
Create FAQ
Creates a new FAQ
Fetch user
Fetches the details of an existing user by email address
Fetch issue
Fetches the details of an existing issue by issue ID, author email address, or assignee ID
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.
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What is Helpshift?
Helpshift is a mobile-first customer service platform that delivers a superior in-app help experience for many of the world's top mobile apps and games.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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.
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Director, Perth Security Services
