Integrate PlanSo Forms with Trengo
Send information between PlanSo Forms and Trengo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a ticket in Trengo whenever a new submission is made in PlanSo Forms
Ensure that all form submissions and queries are systematically logged and tracked as tickets. This flow will generate a new ticket in Trengo 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 Trengo.
Create a ticket in Trengo whenever a new submission is made in PlanSo Forms
PlanSo Forms + Trengo
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Supported triggers and actions
Integrate PlanSo Forms and Trengo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Ticket assigned
Triggers when an existing ticket is assigned to an agent
Ticket label added
Triggers when a new label is added to an existing ticket
Ticket closed
Triggers when an existing ticket is closed
Ticket reopened
Triggers when an existing ticket is reopened
Note created
Triggers when a new internal message is created
Outbound message sent
Triggers when a new outbound message is sent
Inbound message received
Triggers when a new inbound message is received
All Actions - Actions are the automated tasks
Assign label for ticket
Assigns the specified label for an existing ticket
Send ticket message
Sends a ticket message
Send email
Sends an email to the specified email address
Create ticket
Creates a new ticket
Create profile
Creates a new profile
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update profile
Updates the details of an existing profile by ID
Update ticket custom field
Updates the details of an existing ticket custom field
Fetch contact by ID
Fetches the details of an existing contact using contact ID
Fetch contact
Fetches the details of an existing contact using ID, name, phone number, or email address.
Fetch ticket
Fetches the details of an existing ticket by ID
Update contact custom field
Updates the details of an existing contact custom field
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 Trengo?
Trengo is an integrated inbox application that integrates all your communication channels into a single inbox. It helps you collaborate with your team, automate conversations and deliver amazing customer experiences.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
