Integrate PlanSo Forms with Highrise
Send information between PlanSo Forms and Highrise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Highrise each time a form is filled out on PlanSo Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Highrise using the form responses obtained from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact in Highrise.
Create a contact in Highrise each time a form is filled out on PlanSo Forms
PlanSo Forms + Highrise
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Supported triggers and actions
Integrate PlanSo Forms and Highrise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
New task category
Triggers when a new task category is created
New user
Triggers when a new user is created
New group
Triggers when a new group is created
New tag
Triggers when a new tag is created
New company
Triggers when a new company is created
New deal
Triggers when a new deal is created
New deal category
Triggers when a new deal category is created
New case
Triggers when a new case is created
New contact
Triggers when a new contact is created
New custom fields
Triggers when a new custom field is created
New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Fetch company
Fetches a company by name
Create task for contact
Creates a new task for the selected contact
Create deal
Creates a new deal
Create deal for contact
Creates a new deal for the selected contact
Create note for contact
Creates a note for the selected contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Create contact
Creates a new contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Create case
Creates a new case
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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