Integrate PlanSo Forms with Cloze
Send information between PlanSo Forms and Cloze automatically, without writing any code, using Zoho Flow.
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Create a new person in Cloze for every form entry from PlanSo Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Cloze using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
Create a new person in Cloze for every form entry from PlanSo Forms
PlanSo Forms + Cloze
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Supported triggers and actions
Integrate PlanSo Forms and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Project Change
Triggers when a project is changed.
Person Change
Triggers when a person is changed.
Company changed
Triggers when a company is changed.
All Actions - Actions are the automated tasks
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create a note
Creates or updates a note
Create ToDo
Creates a new ToDo
Create timeline event
Creates a new timeline event
Create communication
Creates a new communication record
Create or update a project
Creates or updates a project
Create or update a company
Creates a company. If it already exists, updates the details of the company.
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 Cloze?
Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.
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.
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Logic
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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
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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.
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Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
