Integrate PlanSo Forms with CATS
Send information between PlanSo Forms and CATS automatically, without writing any code, using Zoho Flow.
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Create a new contact in CATS for each form entry generated by PlanSo Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in CATS the form responses received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact in CATS.
Create a new contact in CATS for each form entry generated by PlanSo Forms
PlanSo Forms + CATS
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Supported triggers and actions
Integrate PlanSo Forms and CATS using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Activity created
Triggers when a new activity is created
User created
Triggers when a new user is created
Contact created
Triggers when a new contact is created
Pipeline added
Triggers when a new candidate is added to a job
Candidate created
Triggers when a new candidate is created
Company created
Triggers when a new company is created
Job created
Triggers when a new job is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create task
Creates a new task
Create candidate
Creates a new candidate
Create company
Creates a new company
Create job
Creates a new job
Fetch contact
Fetches the details of an existing contact
Fetch candidate
Fetches the details of an existing candidate
Fetch company
Fetches the details of an existing company
Fetch job
Fetches the details of an existing job
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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