Integrate PlanSo Forms with Teamwork Desk
Send information between PlanSo Forms and Teamwork Desk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new ticket in Teamwork Desk following a form submission in PlanSo Forms
Automate ticket entry to dedicate valuable staff time to other critical administrative tasks. This flow will generate a new ticket in Teamwork Desk each time a form is submitted 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 Teamwork Desk.
Create a new ticket in Teamwork Desk following a form submission in PlanSo Forms
PlanSo Forms + Teamwork Desk
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Supported triggers and actions
Integrate PlanSo Forms and Teamwork Desk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
New ticket
Triggers when a new ticket is created
Thread edited
Triggers when a thread in the selected inbox is edited
New customer reply
Triggers when a customer sends a reply
New customer
Triggers when a new customer is created
New ticket note
Triggers when a ticket note is added
New agent reply
Triggers when an agent sends a reply
Updated customer details
Triggers when the details of a customer are updated
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Create customer
Creates a new customer
Assign ticket
Assigns the selected ticket to a user
Link task to ticket
Links a task to a ticket
Update customer
Updates the details of an existing customer
Unassign ticket
Unassigns the selected ticket
Reply to ticket
Adds a reply to the selected ticket
Update ticket
Updates an existing ticket
Fetch customer
Fetches an existing customer by name or email address. Optionally, creates one if none are found
Fetch ticket
Fetches a ticket by ticket ID or keyword
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 Teamwork Desk?
Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.
Similar apps
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Logic
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Custom functions
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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!
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