Integrate PlanSo Forms with Livespace

Send information between PlanSo Forms and Livespace automatically, without writing any code, using Zoho Flow.

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Create a new person in Livespace when a form is submitted through PlanSo Forms

Efficiently gather contact details from forms, minimising duplication efforts. This flow will add a new person in Livespace using the responses received from PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new person in Livespace.
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Create a new person in Livespace when a form is submitted through PlanSo Forms

PlanSo Forms + Livespace

Build your own integrations between PlanSo Forms and Livespace

Connect PlanSo Forms and Livespace with over 700+ 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 Livespace using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Person created

Triggers when a new person is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Add person note

Adds a note to the specified person

Add deal note

Adds a note to the specified deal

Add company note

Adds a note to the specified company

Create task

Creates a new task

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

Update company

Updates the details of an existing company

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch person

Fetches the details of an existing person

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.

Forms WordPress Plugins

What is Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

CRM

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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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 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.

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CEO, iDAYit

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