Integrate PlanSo Forms with Referrizer
Send information between PlanSo Forms and Referrizer automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Referrizer upon form submission in PlanSo Forms
Streamline your data collection procedures and eliminate errors and mistakes caused by manual intervention. This flow will generate a new contact in Referrizer whenever a response is received 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 Referrizer.
Generate a new contact in Referrizer upon form submission in PlanSo Forms
PlanSo Forms + Referrizer
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Supported triggers and actions
Integrate PlanSo Forms and Referrizer 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 created
Attendance added
Triggers when a new attendance is added
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using email address or phone number
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 Referrizer?
Referrizer is a marketing automation platform designed to help businesses get more clients, maximize referrals, and improve customer retention.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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 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
