Integrate PlanSo Forms with Sellf
Send information between PlanSo Forms and Sellf automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Sellf when a form is submitted through PlanSo Forms
Streamline your contact management by integrating forms with your organization software to capture details directly This flow will generate a new person in Sellf using the form responses obtained from 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 Sellf.
Create a new person in Sellf when a form is submitted through PlanSo Forms
PlanSo Forms + Sellf
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Supported triggers and actions
Integrate PlanSo Forms and Sellf using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
New Person
Triggers when a new person is created
New Deal
Triggers when a new deal is created
New Company
Triggers when a new company is created
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
All Actions - Actions are the automated tasks
Fetch Person
Fetches an existing person
Create Deal
Creates a new deal
Fetch Company
Fetches an existing company
Create Company
Creates a new company
Create Person
Creates a new person
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 Sellf?
Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.
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
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 >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 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
