Integrate PlanSo Forms with Octadesk
Send information between PlanSo Forms and Octadesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a ticket in Octadesk whenever a new submission is made 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 Octadesk 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 Octadesk.
Create a ticket in Octadesk whenever a new submission is made in PlanSo Forms
PlanSo Forms + Octadesk
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Supported triggers and actions
Integrate PlanSo Forms and Octadesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Customer added
Triggers when a new customer is added
Organization added
Triggers when a new organisation is added
Agent added
Triggers when a new agent is added
Ticket added
Triggers when a new ticket is added
All Actions - Actions are the automated tasks
Create organization
Creates a new organization
Create product
Creates a new product
Update ticket
Updates the details of an existing ticket
Create ticket
Creates a new ticket
Create person
Creates a new person
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Fetch organization
Fetches the details of an existing organization by name
Search ticket
Search for an existing ticket
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 Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
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 >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
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
Louis Castellano
CEO, Lakeside CNC Group
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.
Neville Mader
Director, Perth Security Services
