Integrate Microsoft Planner with Easybill
Send information between Microsoft Planner and Easybill automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Microsoft Planner and Easybill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New customer
Triggers when a new customer is created
New document
Triggers when a new document is created
New contact
Triggers when a new contact is created
Updated contact
Triggers when the details of an existing contact are updated
Updated customer
Triggers when the details of an existing customer are updated
All Actions - Actions are the automated tasks
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
Create document
Creates a new document
Create contact
Creates a new contact
Create customer
Creates a new customer
Update contact
Updates the details of an existing contact
Fetch customer
Fetches the details of an existing customer by email address, company name, or last name
Fetch contact
Fetches the details of an existing contact for a customer by first name, last name, or email address
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.
Similar apps
What is Easybill?
EasyBill is cloud-based invoicing software that allows you to set up recurring invoices, manage customers, and track time.
Similar apps
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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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