Integrate PlanSo Forms with Freshdesk

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

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Generate a ticket in Freshdesk when a form is submitted in PlanSo Forms

Automate ticket entry to dedicate valuable staff time to other critical administrative tasks. This flow will create a fresh ticket in Freshdesk upon receiving a new form submission 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 Freshdesk.
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Generate a ticket in Freshdesk when a form is submitted in PlanSo Forms

PlanSo Forms + Freshdesk

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Supported triggers and actions

Integrate PlanSo Forms and Freshdesk 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 updated

Triggers when the details of an existing ticket are updated

Contact created

Triggers when a new contact is created

Ticket created

Triggers when a new ticket is created

Ticket note added

Triggers when a note is added to the selected ticket

Contact updated

Triggers when the details of an existing contact are updated

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create forum category

Creates a new forum category

Add notes to ticket

Adds private or public notes to the selected ticket

Create forum

Creates a new forum in the selected category

Create ticket

Creates a new ticket

Create company

Creates a new company

Create group

Creates a new group

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update ticket

Updates the details of an existing ticket

Fetch ticket status

Fetches the status of a specific ticket by label

Fetch contact

Fetches the details of an existing contact by email address, phone number, or mobile number

Fetch company

Fetches the details of an existing company by domain

Fetch ticket by ID

Fetches the details of an existing ticket by ID

Fetch agent by ID

Fetches the details of an existing agent by ID

Fetch ticket priority by ID

Fetches the priority details of a specific ticket by ID

Fetch company by ID

Fetches the details of an existing company by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch ticket status by ID

Fetches the status of a specific ticket by ID

Fetch ticket

Fetches the details of an existing ticket by requester email address and subject

Fetch ticket priority

Fetches the priority details of a specific ticket by label

Fetch agent

Fetches the details of an existing agent by email address, phone number, or mobile number

Fetch group by ID

Fetches the details of an existing group 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.

Forms WordPress Plugins

What is Freshdesk?

Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.

Customer Support Popular

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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

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CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

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

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