Integrate PlanSo Forms with CATS

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

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Create a new contact in CATS for each form entry generated by PlanSo Forms

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in CATS the form responses received 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 contact in CATS.
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Create a new contact in CATS for each form entry generated by PlanSo Forms

PlanSo Forms + CATS

Build your own integrations between PlanSo Forms and CATS

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Supported triggers and actions

Integrate PlanSo Forms and CATS using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Candidate created

Triggers when a new candidate is created

Pipeline added

Triggers when a new candidate is added to a job

Job created

Triggers when a new job is created

Company created

Triggers when a new company is created

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

User created

Triggers when a new user is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create task

Creates a new task

Create contact

Creates a new contact

Create candidate

Creates a new candidate

Create job

Creates a new job

Fetch company

Fetches the details of an existing company

Fetch candidate

Fetches the details of an existing candidate

Fetch job

Fetches the details of an existing job

Fetch contact

Fetches the details of an existing contact

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 CATS?

CATS is an applicant tracking application that lets recruiters source, engage, and manage candidates. It provides features such as meeting scheduling, custom hiring workflows, sponsored job postings, and more.

CRM

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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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

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

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