Connect CRM in Cloud to PlanSo Forms for WordPress and automate any workflow

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate CRM in Cloud with PlanSo Forms for WordPress - no code necessary. See how you can get setup in minutes.

Select a trigger from CRM in Cloud

A trigger is an event that starts your Zap and runs the workflow. For example, with CRM in Cloud, a trigger could be "New or Updated Activity."

A trigger is the event that kicks off your automated workflow.

Setup an action from PlanSo Forms for WordPress

An action is what takes place after the automation is triggered.

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CRM in Cloud to PlanSo Forms for WordPress

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect CRM in Cloud and PlanSo Forms for WordPress to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect CRM in Cloud and PlanSo Forms for WordPress to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- The unique id of the Account
- Subject
- Company
- Contact
- Lead
- Accompanied by
- All day
- Classification
- Close Date
- Commercial agent
- Control Type
- Description
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- End date
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Crossed
- Job Price
- Km
- Lock slots
- Opportunity
- Order
- Order Date
- Others
- Owner
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Referrer Text
- Source (Enum property)
- Start date
- State
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type Of Cross (Enum property)
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
Action
Write

- The unique id of the Account
- Company name
- Natural person
- Surname
- Name
- Email addresses (CSV list with ";" separator)
- Phone numbers (CSV list with ";" separator)
- Address
- Area
- Area
- Bank
- Carrier
- Categories (CSV list with ";" separator)
- City
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Description
- Company type
- State
- Currency
- Discount formula
- Customer from
- Default pricelist
- Default pricelist
- Destination of
- Do not contact
- Employees
- External Reference
- From Lead
- IBAN
- Limbo
- Industry
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Owner
- Payment condition
- Privacy management
- Privacy policy marketing
- Privacy survey
- Rating
- Region
- Revenue class
- Score
- Skip Create Sub Address
- Source (Enum property)
- State/Province
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- Photo Url
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Zip code
Action
Write
- The unique id of the Account
- Enum name
  Required
- Surname
- Email addresses (CSV list with ";" separator)
- Phone numbers (CSV list with ";" separator)
- Company name
- Address
- Area
- Area
- Birthdate
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Campaign
- Categories (CSV list with ";" separator)
- City
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- State
- Currency
- Customer from
- Do not contact
- Expected revenue
- External Reference
- Limbo
- Industry
- Interest
- Job title
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notes
- Owner
- Phase expiration date
- Priority (Enum property)
- Privacy management
- Privacy policy marketing
- Privacy survey
- Rating
- Region
- Related company
- Related contact
- Source (Enum property)
- State/Province
- Status
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
Action
Write

- The unique id of the Account
- Subject
- Date
- Order number
- Customer
- Amount (currency)
- Approval User Note
- Manager
- Address
- Brought to attention by
- Carrier
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- crossName
- The currency name
- Customer Changed
- Customer reference
- Delivery
- Delivery date
- Document Guid
- Transport (Enum property)
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Lang
- Description
- Cross Type (Enum property)
- Opportunity
- Our reference
- Owner
- Package appearance
- Payment
- Payment amount (currency)
- Payment amount (currency)
- Payment method
- List ID
  Required
- Protocol
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Code
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Total
- Total payment discount
- Unconditional discount
- Use Progressive
- Phase expiration date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
Action
Write
- List ID
  Required
- Anagraphic Type
  Required
- Anagraphic ID
- Email type
  Required
- Email
- Anagraphic name
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Code
- Product name
- Activation cost
- Active (Enum property)
- Availability
- Barcode
- Bundle
- Category
- Closing cost
- Cost
- Cross Db
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner
- Print long description in quotes
- Publish
- Quantity
- Quantity per box
- Renewable
- Renewal price
- Saleable
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- the applied Vat for this product
- the Name of the category - Read Only
- Photo Url
- The Volume of the product
- Type (Enum property)
- Unit of measure
- Unit of measure
- Unit price
- Upgradeable
- Validity date
- VAT
- Years old
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Enum name
  Required
- Surname
- Email addresses (CSV list with ";" separator)
- Phone numbers (CSV list with ";" separator)
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- State
- Customer from
- Do not contact
- External Reference
- Gender (Enum property)
- Global Or Personal
- Limbo
- Job title
- Language
- Last contact date
- From Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner
- Phone 2
- Privacy management
- Privacy policy marketing
- Privacy survey
- Region
- Skype
- Source (Enum property)
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Title
- Amount
- Approval User Note
- Category
- Close Date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner
- Phase
- Phase expiration date
- Probability (%)
- Promotion
- Reason for closure
- Status
- tags (CSV list with ";" separator)
- Cross Type (Enum property)
Action
Search or write
New Submission
Triggers when a form is submitted
Trigger
Instant
Try It

- List ID
  Required
- Anagraphic Type
  Required
- Email type
  Required
Trigger
Scheduled
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- The unique id of the Account
- Code
- Product name
- Activation cost
- Active (Enum property)
- Availability
- Barcode
- Bundle
- Category
- Closing cost
- Cost
- Cross Db
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner
- Print long description in quotes
- Publish
- Quantity
- Quantity per box
- Renewable
- Renewal price
- Saleable
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- the applied Vat for this product
- the Name of the category - Read Only
- Photo Url
- The Volume of the product
- Type (Enum property)
- Unit of measure
- Unit of measure
- Unit price
- Upgradeable
- Validity date
- VAT
- Years old
Action
Write
- The unique id of the Account
- Enum name
  Required
- Surname
- Email addresses (CSV list with ";" separator)
- Phone numbers (CSV list with ";" separator)
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- State
- Customer from
- Do not contact
- External Reference
- Gender (Enum property)
- Global Or Personal
- Limbo
- Job title
- Language
- Last contact date
- From Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner
- Phone 2
- Privacy management
- Privacy policy marketing
- Privacy survey
- Region
- Skype
- Source (Enum property)
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
Action
Write
- The unique id of the Account
- Title
- Amount
- Approval User Note
- Category
- Close Date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner
- Phase
- Phase expiration date
- Probability (%)
- Promotion
- Reason for closure
- Status
- tags (CSV list with ";" separator)
- Cross Type (Enum property)
Action
Write
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Subject
- Company
- Contact
- Lead
- Accompanied by
- All day
- Classification
- Close Date
- Commercial agent
- Control Type
- Description
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- End date
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Crossed
- Job Price
- Km
- Lock slots
- Opportunity
- Order
- Order Date
- Others
- Owner
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Referrer Text
- Source (Enum property)
- Start date
- State
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type Of Cross (Enum property)
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Company name
- Natural person
- Surname
- Name
- Email addresses (CSV list with ";" separator)
- Phone numbers (CSV list with ";" separator)
- Address
- Area
- Area
- Bank
- Carrier
- Categories (CSV list with ";" separator)
- City
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Description
- Company type
- State
- Currency
- Discount formula
- Customer from
- Default pricelist
- Default pricelist
- Destination of
- Do not contact
- Employees
- External Reference
- From Lead
- IBAN
- Limbo
- Industry
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Owner
- Payment condition
- Privacy management
- Privacy policy marketing
- Privacy survey
- Rating
- Region
- Revenue class
- Score
- Skip Create Sub Address
- Source (Enum property)
- State/Province
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- Photo Url
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Zip code
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Enum name
  Required
- Surname
- Email addresses (CSV list with ";" separator)
- Phone numbers (CSV list with ";" separator)
- Company name
- Address
- Area
- Area
- Birthdate
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Campaign
- Categories (CSV list with ";" separator)
- City
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- State
- Currency
- Customer from
- Do not contact
- Expected revenue
- External Reference
- Limbo
- Industry
- Interest
- Job title
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notes
- Owner
- Phase expiration date
- Priority (Enum property)
- Privacy management
- Privacy policy marketing
- Privacy survey
- Rating
- Region
- Related company
- Related contact
- Source (Enum property)
- State/Province
- Status
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Subject
- Date
- Order number
- Customer
- Amount (currency)
- Approval User Note
- Manager
- Address
- Brought to attention by
- Carrier
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- crossName
- The currency name
- Customer Changed
- Customer reference
- Delivery
- Delivery date
- Document Guid
- Transport (Enum property)
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Lang
- Description
- Cross Type (Enum property)
- Opportunity
- Our reference
- Owner
- Package appearance
- Payment
- Payment amount (currency)
- Payment amount (currency)
- Payment method
- List ID
  Required
- Protocol
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Code
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Total
- Total payment discount
- Unconditional discount
- Use Progressive
- Phase expiration date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
Action
Search or write

About CRM in Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

Help

Related categories