Integrate PlanSo Forms with Trengo

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

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Create a ticket in Trengo whenever a new submission is made in PlanSo Forms

Ensure that all form submissions and queries are systematically logged and tracked as tickets. This flow will generate a new ticket in Trengo each time a form is submitted in 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 ticket in Trengo.
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Create a ticket in Trengo whenever a new submission is made in PlanSo Forms

PlanSo Forms + Trengo

Build your own integrations between PlanSo Forms and Trengo

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Supported triggers and actions

Integrate PlanSo Forms and Trengo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Ticket reopened

Triggers when an existing ticket is reopened

Outbound message sent

Triggers when a new outbound message is sent

Ticket assigned

Triggers when an existing ticket is assigned to an agent

Ticket label added

Triggers when a new label is added to an existing ticket

Note created

Triggers when a new internal message is created

Ticket closed

Triggers when an existing ticket is closed

Inbound message received

Triggers when a new inbound message is received

All Actions - Actions are the automated tasks

Send ticket message

Sends a ticket message

Create ticket

Creates a new ticket

Send email

Sends an email to the specified email address

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact by ID

Fetches the details of an existing contact using contact ID

Update contact custom field

Updates the details of an existing contact custom field

Fetch ticket

Fetches the details of an existing ticket by ID

Update ticket custom field

Updates the details of an existing ticket custom field

Fetch contact

Fetches the details of an existing contact using ID, name, phone number, or 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.

Forms WordPress Plugins

What is Trengo?

Trengo is an integrated inbox application that integrates all your communication channels into a single inbox. It helps you collaborate with your team, automate conversations and deliver amazing customer experiences.

Customer Support

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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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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