Integrate Nutshell with Microsoft Planner
Send information between Nutshell and Microsoft Planner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Nutshell and Microsoft Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Activity created
Triggers when a new activity is created
Person created
Triggers when a new person is created
Lead won
Triggers when a new lead is won
Company created
Triggers when a new company is created
Lead added
Triggers when a new lead is added
New plan
Triggers when a new plan is created
Task completed
Triggers when an existing task is completed
New group plan task
Triggers when a new task is created in group plan
New bucket
Triggers when a new plan bucket is created
New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create person
Creates a new person
Create lead
Creates a new lead
Fetch account by name
Fetches the details of an existing account by name
Fetch account by ID
Fetches the details of an existing account by id
Fetch person by id
Fetches the details of an existing person by id
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch person by email
Fetches the details of an existing person by email address
Fetch group
Fetches the details of an existing group by display name or group ID
Create bucket
Creates a new bucket in the plan
Add user to group
Adds a user to an existing group
Create task
Creates a new task in the specified plan bucket
Fetch bucket
Fetches the details of an existing bucket
Fetch user
Fetches the details of an existing user
What is Nutshell?
Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.
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.
Learn more >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
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