Integrate Stax with Microsoft Planner

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

Build your own integrations between Stax and Microsoft Planner

Connect Stax 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 Stax and Microsoft Planner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Transaction created

Triggers when a new transaction is created

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 customer

Creates a new customer

Create invoice

Creates a new invoice

Send transaction receipt by email

Sends an email receipt of the specified transaction

Update customer

Updates the details of an existing customer

Refund transaction

Initiates a refund for the specified transaction. The transaction must be older than 24 hours.

Send transaction receipt by SMS

Sends an SMS receipt of the specified transaction

Fetch transaction

Fetches the details of an existing transaction

Fetch customer

Fetches the details of an existing customer

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 Stax?

Stax (previously Fattmerchant) is a merchant service provider that helps businesses of all sizes manage financials, payments, invoicing, inventory, sales data, and more.

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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