Act-On PlanSo Forms for WordPress

When new submission in PlanSo Forms for WordPress, sync it to Act-On.

When a submission occurs in PlanSo Forms for WordPress, sync the submission details to Act-On.

Try:

See all Act-On + PlanSo Forms for WordPress integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Act-On Explore Act-On →

Triggers
New lead captured

Fires when a new lead or contact is captured in Act-On.

Contact enters a workflow

Fires when a contact enters an automation in Act-On.

Contact updated

Fires when a field on a contact changes in Act-On.

Contact unsubscribed

Fires when a contact unsubscribes in Act-On.

Actions
Create or update a contact

Creates or updates a contact in Act-On.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Act-On.

Send a message

Sends an email or message to a contact via Act-On.

Apply or remove a tag

Changes a contact's tags in Act-On.

PlanSo Forms for WordPress Explore PlanSo Forms for WordPress →

Triggers
New form response

Fires when a form is submitted in PlanSo Forms for WordPress.

Survey completed

Fires when a respondent finishes a survey in PlanSo Forms for WordPress.

Response updated

Fires when an existing response is edited in PlanSo Forms for WordPress.

Actions
Create or update form

Creates or updates a form or survey in PlanSo Forms for WordPress.

Retrieve a response

Looks up a specific form response in PlanSo Forms for WordPress.

Add a respondent

Adds a respondent or contact to a form in PlanSo Forms for WordPress.

Add form respondents to marketing campaigns When a new form response is submitted in PlanSo Forms for WordPress, automatically add the respondent to an automated campaign in Act-On. See details
Tag marketing contacts based on survey responses When a survey is completed in PlanSo Forms for WordPress, automatically apply relevant tags to the contact profile in Act-On. See details
Add marketing leads to customer survey lists When a new lead is captured in Act-On, automatically add them as a respondent in PlanSo Forms for WordPress to collect initial preferences. See details

See all Act-On + PlanSo Forms for WordPress integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new submission in PlanSo Forms for WordPress, sync it to Act-On.” between Act-On and PlanSo Forms for WordPress?

Yes — describe it in the box above and Knit's Integrations Agent researches Act-On and PlanSo Forms for WordPress's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions immediately launch automated email campaigns?

Yes, when respondents submit a form in PlanSo Forms for WordPress, their information automatically adds them to marketing campaigns or workflows in Act-On.

How do updates in Act-On affect respondent lists in PlanSo Forms for WordPress?

When a new lead is captured or updated in Act-On, you can automatically add them as a respondent to forms or surveys in PlanSo Forms for WordPress.

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