Integrate PlanSo Forms with Cloze
Send information between PlanSo Forms and Cloze automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Cloze for every form entry from PlanSo Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Cloze using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
Create a new person in Cloze for every form entry from PlanSo Forms
PlanSo Forms + Cloze
Build your own integrations between PlanSo Forms and Cloze
Connect PlanSo Forms and Cloze with over 800+ 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 Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Project Change
Triggers when a project is changed.
Person Change
Triggers when a person is changed.
Company changed
Triggers when a company is changed.
All Actions - Actions are the automated tasks
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create a note
Creates or updates a note
Create ToDo
Creates a new ToDo
Create timeline event
Creates a new timeline event
Create communication
Creates a new communication record
Create or update a project
Creates or updates a project
Create or update a company
Creates a company. If it already exists, updates the details of the company.
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 Cloze?
Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.
Similar apps
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 >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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
