Integrate PlanSo Forms with Teamwork Desk

Send information between PlanSo Forms and Teamwork Desk automatically, without writing any code, using Zoho Flow.

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Create a new ticket in Teamwork Desk following a form submission in PlanSo Forms

Automate ticket entry to dedicate valuable staff time to other critical administrative tasks. This flow will generate a new ticket in Teamwork Desk each time a form is submitted in PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new ticket in Teamwork Desk.
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Create a new ticket in Teamwork Desk following a form submission in PlanSo Forms

PlanSo Forms + Teamwork Desk

Build your own integrations between PlanSo Forms and Teamwork Desk

Connect PlanSo Forms and Teamwork Desk 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 Teamwork Desk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Thread edited

Triggers when a thread in the selected inbox is edited

New customer

Triggers when a new customer is created

New ticket note

Triggers when a ticket note is added

New agent reply

Triggers when an agent sends a reply

New customer reply

Triggers when a customer sends a reply

Ticket assigned

Triggers when a ticket in the selected inbox is assigned

Ticket Unassigned

Triggers when a ticket in the selected inbox is unassigned

New ticket

Triggers when a new ticket is created

Updated customer details

Triggers when the details of a customer are updated

All Actions - Actions are the automated tasks

Create ticket

Creates a new ticket

Create customer

Creates a new customer

Link task to ticket

Links a task to a ticket

Reply to ticket

Adds a reply to the selected ticket

Unassign ticket

Unassigns the selected ticket

Update customer

Updates the details of an existing customer

Update ticket

Updates the details of an existing ticket

Assign ticket

Assigns the selected ticket to a user

Fetch source

Fetches the source of an existing ticket by ID or name

Fetch priorities

Fetches the priority of an existing ticket by ID or name

Fetch agent

Fetches the details of an existing agent by ID, name, or email address

Fetch type

Fetches the type of an existing ticket by ID or name

Fetch inbox

Fetches the details of an existing inbox by ID, name, or email address

Fetch status

Fetches the status of an existing ticket by ID or name

Fetch company

Fetches the details of an existing company by ID, name, or email address

Fetch tags

Fetch the details of an existing tag by ID or name

Fetch ticket

Fetches the details of an existing ticket by ticket ID or name

Fetch customer

Fetches the details of an existing customer by name or email address

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.

Forms WordPress Plugins

What is Teamwork Desk?

Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.

Customer Support Helpdesk

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.

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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.

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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.

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Technical Engineer, Master Liveaboards

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