Integrate PlanSo Forms with Teamwork Desk
Send information between PlanSo Forms and Teamwork Desk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new ticket in Teamwork Desk.
Create a new ticket in Teamwork Desk following a form submission in PlanSo Forms
PlanSo Forms + Teamwork Desk
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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.
Similar apps
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.
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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.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
