Integrate PlanSo Forms with Outseta
Send information between PlanSo Forms and Outseta automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Outseta for every form entry from PlanSo Forms
Streamline your contact management by integrating forms with your subscription platform to capture details directly This flow will create a new person in Outseta from the responses collected via 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 Outseta.
Create a new person in Outseta for every form entry from PlanSo Forms
PlanSo Forms + Outseta
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Supported triggers and actions
Integrate PlanSo Forms and Outseta 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 added
Case created
Triggers when a new case created
Account created
Triggers when a new account is added
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create deal
Creates a new deal
Create account
Creates a new account with a new person
Create case
Creates a new case
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
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.
Similar apps
What is Outseta?
Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.
Similar apps
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 >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 has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.
Hugo Garcia
CEO, Zecomy
Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
Ferdinando Ploschberger
Business Controller & Process Transformation Manager, QPayPro
