Integrate PlanSo Forms with Zendesk
Send information between PlanSo Forms and Zendesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a ticket in Zendesk when a form is submitted in PlanSo Forms
Ensure that all form submissions and queries are systematically logged and tracked as tickets. This flow will create a fresh ticket in Zendesk upon receiving a new form submission in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new ticket in Zendesk.
Generate a ticket in Zendesk when a form is submitted in PlanSo Forms
PlanSo Forms + Zendesk
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Supported triggers and actions
Integrate PlanSo Forms and Zendesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Organization created
Triggers when a new organization is created
Ticket created
Triggers when a new ticket is created
Ticket updated
Triggers when the details of a ticket is updated
User created
Triggers when a new user is created
All Actions - Actions are the automated tasks
Create User
Creates a new user
Add Tag
Adds tag to the selected ticket
Create Ticket
Creates a new ticket
Create Organization
Creates a new organization
Create Request
Creates a new ticket in a verified end user's account
Update Organization
Updates an existing organization
Update Ticket
Updates an existing ticket status or adds comments
Add Comment
Adds comment to the selected ticket
Update User Details
Updates an existing user's details
Fetch Ticket
Fetches a ticket by ID
Fetch Organization
Fetches the details of an existing organization
Fetch User
Fetches the details of an existing user by ID
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.
What is Zendesk?
Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers.
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
