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
Organization created
Triggers when a new organization is created
Ticket created
Triggers when a new ticket is created
Ticket updated
Triggers when the details of a ticket is updated
User created
Triggers when a new user is created
All Actions - Actions are the automated tasks
Create Request
Creates a new ticket in a verified end user's account
Create Organization
Creates a new organization
Create User
Creates a new user
Create Ticket
Creates a new ticket
Add Tag
Adds tag to the selected ticket
Update Organization
Updates an existing organization
Update Ticket
Updates an existing ticket status or adds comments
Add Comment
Adds comment to the selected ticket
Update User Details
Updates an existing user's details
Fetch Ticket
Fetches a ticket by ID
Fetch Organization
Fetches the details of an existing organization
Fetch User
Fetches the details of an existing user 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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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, Relay Inc.
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Faverton
