Integrate PlanSo Forms with Outseta

Send information between PlanSo Forms and Outseta automatically, without writing any code, using Zoho Flow.

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Create a new person in Outseta for every form entry from PlanSo Forms

Streamline your contact management by integrating forms with your subscription platform to capture details directly This flow will create a new person in Outseta from the responses collected via PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new person in Outseta.
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Create a new person in Outseta for every form entry from PlanSo Forms

PlanSo Forms + Outseta

Build your own integrations between PlanSo Forms and Outseta

Connect PlanSo Forms and Outseta 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 Outseta using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Account created

Triggers when a new account is added

Case created

Triggers when a new case created

Person created

Triggers when a new person is added

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create case

Creates a new case

Create account

Creates a new account with a new person

Create deal

Creates a new deal

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Fetch people details

Fetches the details of the specified people

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.

Forms WordPress Plugins

What is Outseta?

Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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