Integrate Microsoft Planner with OnePageCRM
Send information between Microsoft Planner and OnePageCRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Microsoft Planner and OnePageCRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New plan
Triggers when a new plan is created
New task
Triggers when a new task is created
Task completed
Triggers when an existing task is completed
New bucket
Triggers when a new plan bucket is created
New group plan task
Triggers when a new task is created in group plan
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Fetch group
Fetches the details of an existing group by display name or group ID
Add user to group
Adds a user to an existing group
Create bucket
Creates a new bucket in the plan
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
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
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.
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Technical and Operations Head, TruAct
