Integrate PlanSo Forms with Groove
Send information between PlanSo Forms and Groove automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new ticket in Groove following a form submission in PlanSo Forms
Centralize all incoming inquiries and requests onto a single platform to optimize team responsiveness. This flow will create a new ticket in Groove for new form submission in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow starts a new ticket for your customer in Groove.
Create a new ticket in Groove following a form submission in PlanSo Forms
PlanSo Forms + Groove
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Supported triggers and actions
Integrate PlanSo Forms and Groove using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Customer added
Triggers when a customer is added
Ticket assigned
Triggers when a ticket is assigned
Ticket created
Triggers when a new ticket is created
Ticket tagged
Triggers when a ticket is tagged
Ticket closed
Triggers when a ticket is closed
Ticket opened
Triggers when a ticket is opened
Customer replied
Triggers when a customer replies to a ticket
Agent replied
Triggers when an agent replies to a ticket
Ticket deleted
Triggers when a ticket is deleted from trash
Note added
Triggers when a note is added to a ticket
Ticket priority changed
Triggers when a ticket's priority is changed
All Actions - Actions are the automated tasks
Add note
Adds a private note to an existing ticket
Create new ticket
Starts a new ticket for your customer
Assign agent to ticket
Assigns an agent to a ticket
Reopen ticket
Changes the state of a ticket to Opened
Change ticket state
Changes the state of a ticket
Close ticket
Changes the state of a ticket to Closed
Find customer
Fetches customer profile details using email address
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 Groove?
GrooveHQ is a help desk platform meant for small businesses and startups. It lets you chat with your customers, collaborate on conversations and more.
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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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
