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Plane

Connect SharaForms to Plane so every submission creates an issue in your chosen project. Works with Plane Cloud and self-hosted instances, with title, description, state, and priority control.

Setup steps

  1. 1

    Generate a Plane API token

    In Plane, open Settings → API Tokens and create a new token. Copy it now; tokens may only be shown once.

  2. 2

    Enter credentials in SharaForms

    Paste the token into the Plane integration fields in your form. If you self-host Plane, also set your instance URL; otherwise leave it empty for Plane Cloud.

  3. 3

    Select workspace and project

    Choose where new issues should be created. Projects load dynamically from your workspace.

  4. 4

    Configure the issue content

    Optionally pick a state and priority, then customize the title and description with @mentions for form field values.

  5. 5

    Test with a submission

    Submit the form and confirm a new issue appears in your Plane project with the correct content.

Requirements

  • ✔A Plane workspace (Plane Cloud or self-hosted).
  • ✔An API token with write access.
  • ✔Pro plan access for Plane integrations.

What this integration can do

  • •Dynamic loading of workspaces, projects, and states after entering the token.
  • •Issue title and description templates with field value mentions.
  • •Optional state and priority assignment per submission.
  • •Support for self-hosted Plane instances via a custom instance URL.

Recommended setup flow

  • →Generate an API token in your Plane workspace settings.
  • →Add the Plane integration in your form.
  • →Select a workspace and project, then optionally a state and priority.
  • →Customize the issue title and description, then test.

Practical tips

  • ✦Route different forms to different projects by creating one integration per form.
  • ✦Keep the description template short and let the appended submission data carry the details.
  • ✦For self-hosted Plane, make sure SharaForms can reach your instance API URL over HTTPS.
Need another route? Visit the full integrations index to compare native integrations, connected-account flows, and external automation platforms before you commit to a setup.

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