Integrate PlanSo Forms with Zendesk
Send information between PlanSo Forms and Zendesk automatically, without writing any code, using Zoho Flow.
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Generate a ticket in Zendesk when a form is submitted in PlanSo Forms
Ensure that all form submissions and queries are systematically logged and tracked as tickets. This flow will create a fresh ticket in Zendesk upon receiving a 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 Zendesk.
Generate a ticket in Zendesk when a form is submitted in PlanSo Forms
PlanSo Forms + Zendesk
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Supported triggers and actions
Integrate PlanSo Forms and Zendesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Ticket updated
Triggers when the details of a ticket is updated
Organization created
Triggers when a new organization is created
User created
Triggers when a new user is created
Ticket created
Triggers when a new ticket is created
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Add Tag
Adds tag to the selected ticket
Create Ticket
Creates a new ticket
Create User
Creates a new user
Create Request
Creates a new ticket in a verified end user's account
Update Organization
Updates an existing organization
Update User Details
Updates an existing user's details
Update Ticket
Updates an existing ticket status or adds comments
Add Comment
Adds comment to the selected ticket
Fetch Organization
Fetches the details of an existing organization
Fetch User
Fetches the details of an existing user by ID
Fetch Ticket
Fetches a ticket by ID
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 Zendesk?
Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
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
Siddharth Ahuja
CEO, Fabricroot
