

Integrate PlanSo Forms with Syncro
Send information between PlanSo Forms and Syncro automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new contact in Syncro for each form entry generated by PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Syncro the form responses received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact in Syncro.


Create a new contact in Syncro for each form entry generated by PlanSo Forms
PlanSo Forms + Syncro


Create a new customer in Syncro for every form entry submitted in PlanSo Forms
Enable instant creation of customer profiles by linking your forms to your PSA, RMM, and Remote Session platform. This flow will create a new customer in Syncro the form responses received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new customer in Syncro.


Create a new customer in Syncro for every form entry submitted in PlanSo Forms
PlanSo Forms + Syncro

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Supported triggers and actions
Integrate PlanSo Forms and Syncro using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Form entry made
Triggers when a new form entry is made

RMM alert created
Triggers when a new RMM alert is created

Lead added
Triggers when a new lead is added

Item added
Triggers when a new item is added

Payment created
Triggers when a new payment is created

Invoice added
Triggers when a new invoice is added

Purchase order created
Triggers when a new purchase order is created

Product added
Triggers when a new product is added

Appointment added
Triggers when a new appointment is added

Vendor added
Triggers when a new vendor is added

Customer added
Triggers when a new customer is added

Ticket added
Triggers when a new ticket is added

Contact added
Triggers when a new contact is added

Contract added
Triggers when a new contract is added

Asset created
Triggers when a new asset is created
All Actions - Actions are the automated tasks

Create contact
Creates a new contact

Create vendor
Creates a vendor

Create customer
Creates a new customer

Create ticket
Creates a ticket

Create appointment
Creates a new appointment

Create payment
Creates a new payment

Create invoice
Creates a new invoice

Create contract
Creates a new contract

Create lead
Creates a new lead

Create product
Creates a new product
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.
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