Integrate EvaluAgent with Microsoft Planner

Send information between EvaluAgent and Microsoft Planner automatically, without writing any code, using Zoho Flow.

Build your own integrations between EvaluAgent and Microsoft Planner

Connect EvaluAgent and Microsoft Planner with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate EvaluAgent and Microsoft Planner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Evaluation created

Triggers when a new evaluation is added

New group plan task

Triggers when a new task is created in group plan

New task

Triggers when a new task is created

New bucket

Triggers when a new plan bucket is created

Task completed

Triggers when an existing task is completed

New plan

Triggers when a new plan is created

All Actions - Actions are the automated tasks

Create user

Adds a new user

Create contact

Creates a new contact

Update user

Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.

Create bucket

Creates a new bucket in the plan

Fetch group

Fetches the details of an existing group by display name or group ID

Create task

Creates a new task in the specified plan bucket

Add user to group

Adds a user to an existing group

Fetch user

Fetches the details of an existing user

Fetch bucket

Fetches the details of an existing bucket

What is EvaluAgent?

EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.

Customer Support

What is Microsoft Planner?

Microsoft Planner is a planning application that helps you create plans, manage tasks, analyse the performance of your team and more.

Microsoft Task Management

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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Technical and Operations Head, TruAct

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