Integrate PlanSo Forms with Groove
Send information between PlanSo Forms and Groove automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new ticket in Groove following a form submission in PlanSo Forms
Centralize all incoming inquiries and requests onto a single platform to optimize team responsiveness. This flow will create a new ticket in Groove for new form submission in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow starts a new ticket for your customer in Groove.
Create a new ticket in Groove following a form submission in PlanSo Forms
PlanSo Forms + Groove
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Supported triggers and actions
Integrate PlanSo Forms and Groove 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 closed
Triggers when a ticket is closed
Ticket created
Triggers when a new ticket is created
Customer replied
Triggers when a customer replies to a ticket
Ticket tagged
Triggers when a ticket is tagged
Agent replied
Triggers when an agent replies to a ticket
Note added
Triggers when a note is added to a ticket
Customer added
Triggers when a customer is added
Ticket assigned
Triggers when a ticket is assigned
Ticket deleted
Triggers when a ticket is deleted from trash
Ticket opened
Triggers when a ticket is opened
Ticket priority changed
Triggers when a ticket's priority is changed
All Actions - Actions are the automated tasks
Create new ticket
Starts a new ticket for your customer
Add note
Adds a private note to an existing ticket
Assign agent to ticket
Assigns an agent to a ticket
Close ticket
Changes the state of a ticket to Closed
Change ticket state
Changes the state of a ticket
Reopen ticket
Changes the state of a ticket to Opened
Find customer
Fetches customer profile details using 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.
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What is Groove?
GrooveHQ is a help desk platform meant for small businesses and startups. It lets you chat with your customers, collaborate on conversations and more.
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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.
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