Integrate PlanSo Forms with Outseta
Send information between PlanSo Forms and Outseta automatically, without writing any code, using Zoho Flow.
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Create a new person in Outseta for every form entry from PlanSo Forms
Streamline your contact management by integrating forms with your subscription platform to capture details directly This flow will create a new person in Outseta from the responses collected via PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new person in Outseta.
Create a new person in Outseta for every form entry from PlanSo Forms
PlanSo Forms + Outseta
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Supported triggers and actions
Integrate PlanSo Forms and Outseta using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Person created
Triggers when a new person is added
Case created
Triggers when a new case created
Account created
Triggers when a new account is added
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create deal
Creates a new deal
Create account
Creates a new account with a new person
Create case
Creates a new case
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
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 Outseta?
Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.
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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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