Integrate PlanSo Forms with TrackVia
Send information between PlanSo Forms and TrackVia automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new entry in TrackVia for each new submission in PlanSo Forms
Update data in your custom application instantly, eliminating the need for manual intervention. This flow will create a record in TrackVia for every new submission made in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow adds a record to the specified view in TrackVia.
Create a new entry in TrackVia for each new submission in PlanSo Forms
PlanSo Forms + TrackVia
Build your own integrations between PlanSo Forms and TrackVia
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Supported triggers and actions
Integrate PlanSo Forms and TrackVia using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Record Updated
Triggers when the details of an existing record are updated
Record Added
Triggers when a new record is added to an existing view
All Actions - Actions are the automated tasks
Add Record to View
Adds a record to the specified view
Update record
Updates the details of an existing record by record ID
Fetch record
Fetches the details of an existing record by record 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.
What is TrackVia?
Trackvia is a low-code workflow automation platform that allows users to design and deploy customized mobile and web applications.
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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 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
