Integrate PlanSo Forms with Nutshell
Send information between PlanSo Forms and Nutshell automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Nutshell for every form entry submitted in PlanSo Forms
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Nutshell 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 new person in Nutshell.
Create a new person in Nutshell for every form entry submitted in PlanSo Forms
PlanSo Forms + Nutshell
Build your own integrations between PlanSo Forms and Nutshell
Connect PlanSo Forms and Nutshell with over 850+ 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 Nutshell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Lead won
Triggers when a new lead is won
Person created
Triggers when a new person is created
Activity created
Triggers when a new activity is created
Lead added
Triggers when a new lead is added
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create person
Creates a new person
Create company
Creates a new company
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch person by id
Fetches the details of an existing person by id
Fetch account by ID
Fetches the details of an existing account by id
Fetch account by name
Fetches the details of an existing account by name
Fetch person by email
Fetches the details of an existing person by 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.
Similar apps
What is Nutshell?
Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.
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.
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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
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
