Integrate Microsoft Planner with Upsales
Send information between Microsoft Planner and Upsales automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Microsoft Planner and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Company created
Triggers when a new company is created
User created
Triggers when a new user is created
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
Order created
Triggers when a new order is created
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
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 appointment
Creates a new appointment
Create activity
Creates a new activity
Create contact
Creates a new contact
Create order
Creates a new order
Create company
Creates a new company
Create product
Creates a new product
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 Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
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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Technical Engineer, Master Liveaboards
