Integrate PlanSo Forms with Nimble
Send information between PlanSo Forms and Nimble automatically, without writing any code, using Zoho Flow.
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Create a contact in Nimble each time a form is filled out on PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Nimble from the responses collected via 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 Nimble.
Create a contact in Nimble each time a form is filled out on PlanSo Forms
PlanSo Forms + Nimble
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Supported triggers and actions
Integrate PlanSo Forms and Nimble using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected contact
Create contact
Creates a new contact
Create task
Creates a new task
Update contact
Updates the details of an existing contact by contact ID
Fetch contact
Fetches the details of 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.
Similar apps
What is Nimble?
Nimble is a relationship-focused CRM for small businesses that provides features like contact management, data enrichment, email tracking, and more.
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
