Integrate PlanSo Forms with Nutshell
Send information between PlanSo Forms and Nutshell automatically, without writing any code, using Zoho Flow.
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Create a new person in Nutshell for every form entry submitted in PlanSo Forms
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Nutshell using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new person in Nutshell.
Create a new person in Nutshell for every form entry submitted in PlanSo Forms
PlanSo Forms + Nutshell
Build your own integrations between PlanSo Forms and Nutshell
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Supported triggers and actions
Integrate PlanSo Forms and Nutshell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Person created
Triggers when a new person is created
Lead won
Triggers when a new lead is won
Company created
Triggers when a new company is created
Lead added
Triggers when a new lead is added
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create lead
Creates a new lead
Create company
Creates a new company
Fetch account by ID
Fetches the details of an existing account by id
Fetch person by email
Fetches the details of an existing person by email address
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch account by name
Fetches the details of an existing account by name
Fetch person by id
Fetches the details of an existing person 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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