Integrate Jetpack CRM with Microsoft Planner
Send information between Jetpack CRM and Microsoft Planner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Jetpack CRM and Microsoft Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Quote accepted
Triggers when an existing quote is accepted
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote created
Triggers when a new quote is created
Invoice created
Triggers when a new invoice is created
Contact status updated
Triggers when the status of an existing contact is updated
Invoice updated
Triggers when the details of an existing invoice is updated
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
New group plan task
Triggers when a new task is created in group plan
New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
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 Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
Similar apps
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.
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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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