Integrate Square with Microsoft Planner

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

Build your own integrations between Square and Microsoft Planner

Connect Square and Microsoft Planner with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Square and Microsoft Planner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Inventory adjustment made

Triggers when a new inventory adjustment is made

Customer created

Triggers when a new customer is created

Order created

Triggers when a new order is created

Payment created

Triggers when a new payment is created

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

All Actions - Actions are the automated tasks

Create order

Create a new order

Create item

Creates a new item

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Update customer

Updates the details of an existing customer using customer ID

Update item

Updates the details of an existing item

Fetch item variant

Fetches the details of an item variant using ID or SKU

Fetch discount

Fetches the details of a discount using ID or name

Fetch customer

Fetches the details of an existing customer

Fetch item

Fetches the details of an item using ID or name

Fetch inventory stock

Fetches the details of an existing inventory variant

Fetch tax

Fetches the tax details of an item using ID or name

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

What is Square?

Square is payment processing software with features such as categorization of items, inventory management, and sales history.

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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