Integrate PlanSo Forms with Usedesk

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

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Create a ticket in Usedesk for new form submissions in PlanSo Forms

Automate ticket entry to dedicate valuable staff time to other critical administrative tasks. This flow will create a new ticket in Usedesk for new form submission 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 new ticket in Usedesk.
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Create a ticket in Usedesk for new form submissions in PlanSo Forms

PlanSo Forms + Usedesk

Build your own integrations between PlanSo Forms and Usedesk

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Supported triggers and actions

Integrate PlanSo Forms and Usedesk 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 ticket

Triggers when a new ticket is created

New client

Triggers when a new client is created

All Actions - Actions are the automated tasks

Create agent

Creates a new agent

Add comment

Add a comment to a ticket

Create ticket

Create a new ticket

Create chat

Create a chat or send messages to an existing chat on behalf of the client

Create client

Create a new client

Send chat message

Sends a chat message to the client in chat

Update client

Update details of a client

Update agent

Updates an existing agent

Update ticket

Update details of a ticket

Fetch agent by email

Fetch details of an agent using email id

Fetch client

Fetch details of a client using id

Fetch ticket

Fetch details of a ticket using ticket id

Fetch agent by ID

Fetch details of an agent using 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.

Forms WordPress Plugins

What is Usedesk?

Usedesk customer support application

Customer Support Helpdesk

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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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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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