Integrate PlanSo Forms with LiveAgent
Send information between PlanSo Forms and LiveAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a ticket in LiveAgent whenever a new submission is made in PlanSo Forms
Improve response times to customer queries by promptly generating tickets upon form submission. This flow will create a new ticket in LiveAgent 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 creates a new ticket in LiveAgent.
Create a ticket in LiveAgent whenever a new submission is made in PlanSo Forms
PlanSo Forms + LiveAgent
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Supported triggers and actions
Integrate PlanSo Forms and LiveAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Company created
Triggers when a new company is created
Ticket created
Triggers when a new ticket is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Add contact to group
Adds a contact to the selected group
Create company
Creates a new company
Create contact
Creates a new contact
Update ticket
Updates the details of an existing ticket
Remove contact from group
Removes a contact from the selected group
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by ID, first name, last name, or email address
Fetch ticket
Fetches the details of an existing ticket by ID or subject
Fetch company
Fetches the details of an existing company by ID, name, or 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.
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What is LiveAgent?
LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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