Integrate PlanSo Forms with Cloze

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

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Create a new person in Cloze for every form entry from PlanSo Forms

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Cloze using the form inputs 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 person. If the record already exists, updates the details of that person. in Cloze.
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Create a new person in Cloze for every form entry from PlanSo Forms

PlanSo Forms + Cloze

Build your own integrations between PlanSo Forms and Cloze

Connect PlanSo Forms and Cloze with over 800+ 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 Cloze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Project Change

Triggers when a project is changed.

Company changed

Triggers when a company is changed.

Person Change

Triggers when a person is changed.

All Actions - Actions are the automated tasks

Create a note

Creates or updates a note

Create or update person

Creates a person. If the record already exists, updates the details of that person.

Create or update a company

Creates a company. If it already exists, updates the details of the company.

Create or update a project

Creates or updates a project

Create communication

Creates a new communication record

Create timeline event

Creates a new timeline event

Create ToDo

Creates a new ToDo

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 Cloze?

Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.

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.

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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

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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