Integrate PlanSo Forms with Referral Rock
Send information between PlanSo Forms and Referral Rock automatically, without writing any code, using Zoho Flow.
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Create a new contact in Referral Rock for each form entry generated by PlanSo Forms
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Referral Rock 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 member to the selected referral program in Referral Rock.
Create a new contact in Referral Rock for each form entry generated by PlanSo Forms
PlanSo Forms + Referral Rock
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Supported triggers and actions
Integrate PlanSo Forms and Referral Rock using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Referral created
Triggers when a new referral is created
Reward created
Triggers when a new reward is created
Reward updated
Triggers when the details of an existing reward are updated
Member added
Triggers when a new member is signed up
Member updated
Triggers when the details of an existing member are updated
Email address added to unsubscribed list
Triggers when an email address is added to unsubscribed list for all email types
Referral status updated
Triggers when the status of an existing referral is updated
Program created
Triggers when a new program is created
All Actions - Actions are the automated tasks
Add referral
Adds a new referral from a member
Add member
Adds a new member to the selected referral program
Unsubscribe email address
Adds the specified email address to the unsubscription list
Fetch member
Fetches the details of an existing member
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 Referral Rock?
Referral Rock is an online referral marketing automation suite that helps businesses design marketing programs. It offers a great sharing experience for more word of mouth, and lets you launch on-brand programs faster with no developers required.
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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.
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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.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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