Add marketing leads to customer survey lists
When a new lead is captured in MasterBase, automatically add them as a respondent in PlanSo Forms for WordPress to collect initial preferences.
See all PlanSo Forms for WordPress + MasterBase integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
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.
PlanSo Forms for WordPress Explore PlanSo Forms for WordPress →
TriggersFires when a form is submitted in PlanSo Forms for WordPress.
Fires when a respondent finishes a survey in PlanSo Forms for WordPress.
Fires when an existing response is edited in PlanSo Forms for WordPress.
Creates or updates a form or survey in PlanSo Forms for WordPress.
Looks up a specific form response in PlanSo Forms for WordPress.
Adds a respondent or contact to a form in PlanSo Forms for WordPress.
MasterBase Explore MasterBase →
TriggersFires when a new lead or contact is captured in MasterBase.
Fires when a contact enters an automation in MasterBase.
Fires when a field on a contact changes in MasterBase.
Fires when a contact unsubscribes in MasterBase.
Creates or updates a contact in MasterBase.
Adds a contact to a workflow or campaign in MasterBase.
Sends an email or message to a contact via MasterBase.
Changes a contact's tags in MasterBase.
More PlanSo Forms for WordPress + MasterBase workflows
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 MasterBase.
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 MasterBase.
See details
See all PlanSo Forms for WordPress + MasterBase integrations → · Browse the full workflow library →
Common questions
Can Knit build “Add marketing leads to customer survey lists” between PlanSo Forms for WordPress and MasterBase?
Yes — describe it in the box above and Knit's Integrations Agent researches PlanSo Forms for WordPress and MasterBase'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 MasterBase.
How do updates in MasterBase affect respondent lists in PlanSo Forms for WordPress?
When a new lead is captured or updated in MasterBase, you can automatically add them as a respondent to forms or surveys in PlanSo Forms for WordPress.