Integrate PlanSo Forms with LionDesk
Send information between PlanSo Forms and LionDesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in LionDesk for each form entry generated by PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in LionDesk using the form responses obtained from 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 LionDesk.
Create a new contact in LionDesk for each form entry generated by PlanSo Forms
PlanSo Forms + LionDesk
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Supported triggers and actions
Integrate PlanSo Forms and LionDesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is added
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Create event
Creates a new event
Fetch contact
Fetches an existing contact
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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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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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
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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
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