![](https://flow-jp-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Integrate PlanSo Forms with Copper
Send information between PlanSo Forms and Copper automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-jp-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Create a new person in Copper when a form is submitted through PlanSo Forms
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Copper using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow adds a new person in Copper.
![](https://flow-jp-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Create a new person in Copper when a form is submitted through PlanSo Forms
PlanSo Forms + Copper
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PlanSo Forms and Copper
Connect PlanSo Forms and Copper with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PlanSo Forms and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-jp-public.nimbuspop.com/flow-apps/planso_forms.png)
Form entry made
Triggers when a new form entry is made
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Opportunity created
Triggers when a new opportunity is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Person added
Triggers when a new person is added
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Task added
Triggers when a new task is added
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Lead updated
Triggers when any detail of an existing lead is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Person updated
Triggers when any detail of an existing person is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Activity created
Triggers when a new activity is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Lead created
Triggers when a new lead is created
All Actions - Actions are the automated tasks
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Create company
Creates a new company
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Create task
Creates a new task
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Create project
Creates a new project
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Create activity
Creates a new activity for a person, company, opportunity, or lead
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Create or update lead
Creates or updates the details of a lead
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Create opportunity
Creates a new opportunity
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Add person
Adds a new person
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Update opportunity
Updates the details of an existing opportunity
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Update person
Updates the details of an existing person
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Update company
Updates the details of an existing company
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Update project
Updates the details of an existing project
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Fetch person
Fetches the details of a person by email
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Fetch project
Fetches the details of an existing project by name
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Fetch opportunity
Fetches the details of an existing opportunity by name
![](https://flow-jp-public.nimbuspop.com/flow-apps/copper.png)
Fetch company
Fetches the details of an existing company by name
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 Copper?
Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.
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