Integrate PlanSo Forms with Productive
Send information between PlanSo Forms and Productive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new booking in Productive for each form submission received in PlanSo Forms
Streamline scheduling by seamlessly processing booking requests directly from forms app. This flow records a new booking in Productive upon 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 booking in Productive.
Generate a new booking in Productive for each form submission received in PlanSo Forms
PlanSo Forms + Productive
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Supported triggers and actions
Integrate PlanSo Forms and Productive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Task created
Triggers when a new task is created
Booking created
Triggers when a new booking is created
Contact created
Triggers when a new contact is added
Deal created
Triggers when a new deal is created
Contract created
Triggers when a new contract is created
All Actions - Actions are the automated tasks
Create contract
Creates a new contract
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create booking
Creates a new booking
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update booking
Updates the details of an existing booking
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Update deal
Updates the details of an existing deal
Update contract
Updates the details of an existing contract
Fetch contact
Fetches the details of an existing contact using ID
Fetch project
Fetches the details of an existing project using project ID
Fetch company
Fetches the details of an existing company using name
Fetch people
Fetches the details of the specified people
Fetch task
Fetches the details of an existing task using task ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch deal
Fetches the details of an existing deal using 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 Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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