Integrate PlanSo Forms with LiveAgent
Send information between PlanSo Forms and LiveAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a ticket in LiveAgent whenever a new submission is made in PlanSo Forms
Improve response times to customer queries by promptly generating tickets upon form submission. This flow will create a new ticket in LiveAgent for 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 LiveAgent.
Create a ticket in LiveAgent whenever a new submission is made in PlanSo Forms
PlanSo Forms + LiveAgent
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Supported triggers and actions
Integrate PlanSo Forms and LiveAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Contact created
Triggers when a new contact is created
Ticket created
Triggers when a new ticket is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Add contact to group
Adds a contact to the selected group
Create ticket
Creates a new ticket
Create company
Creates a new company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Remove contact from group
Removes a contact from the selected group
Update ticket
Updates the details of an existing ticket
Update company
Updates the details of an existing company
Fetch ticket
Fetches the details of an existing ticket by ID or subject
Fetch contact
Fetches the details of an existing contact by ID, first name, last name, or email address
Fetch company
Fetches the details of an existing company by ID, name, 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.
Similar apps
What is LiveAgent?
LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.
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 >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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
