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
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new person in Livespace.
Create a new person in Livespace when a form is submitted through PlanSo Forms
PlanSo Forms + Livespace
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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.
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Learn more >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
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