Integrate PlanSo Forms with Syncro

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

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Create a new contact in Syncro for each form entry generated by PlanSo Forms

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Syncro the form responses received in 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 contact in Syncro.
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Create a new contact in Syncro for each form entry generated by PlanSo Forms

PlanSo Forms + Syncro

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Create a new customer in Syncro for every form entry submitted in PlanSo Forms

Enable instant creation of customer profiles by linking your forms to your PSA, RMM, and Remote Session platform. This flow will create a new customer in Syncro the form responses received in 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 customer in Syncro.
+

Create a new customer in Syncro for every form entry submitted in PlanSo Forms

PlanSo Forms + Syncro

Build your own integrations between PlanSo Forms and Syncro

Connect PlanSo Forms and Syncro 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 Syncro using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Appointment added

Triggers when a new appointment is added

Ticket added

Triggers when a new ticket is added

Purchase order created

Triggers when a new purchase order is created

Vendor added

Triggers when a new vendor is added

Contract added

Triggers when a new contract is added

Contact added

Triggers when a new contact is added

Customer added

Triggers when a new customer is added

RMM alert created

Triggers when a new RMM alert is created

Asset created

Triggers when a new asset is created

Lead added

Triggers when a new lead is added

Payment created

Triggers when a new payment is created

Product added

Triggers when a new product is added

Item added

Triggers when a new item is added

Invoice added

Triggers when a new invoice is added

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create lead

Creates a new lead

Create vendor

Creates a vendor

Create contract

Creates a new contract

Create payment

Creates a new payment

Create product

Creates a new product

Create appointment

Creates a new appointment

Create contact

Creates a new contact

Create ticket

Creates a ticket

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 Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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.

Julien Granjean

CEO, iDAYit

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