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Microsoft 365 Planner integration for your workflows.
Connect Microsoft 365 Planner to Collabase once and use 12 actions and 3 triggers in your workflows. No code needed, hosted in Switzerland.
Microsoft 365 Planner in Collabase
Connect Microsoft 365 Planner to Collabase once and use 12 actions and 3 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Microsoft 365 Planner is part of the Microsoft 365 suite, offering lightweight task and bucket-based planning for teams. This integration supports creating plans, buckets, tasks, fetching them, deleting them, and custom API calls.
How to connect it
- Open the integrations in the workspace settings.
- Choose Microsoft 365 Planner and connect your account.
- Add a trigger or an action to the workflow.
- Group.Read.All
- Tasks.ReadWrite
- User.Read
- User.ReadBasic.All
Microsoft 365 Planner triggers
| Name | Description | Fields |
|---|---|---|
| New Plan CreatedChecks at intervals | Triggers when a new Plan is created in Microsoft 365 Planner. | 0 |
| New Task CreatedChecks at intervals | Triggers when a new Task is created in Microsoft 365 Planner. |
|
| New Task Assigned to UserChecks at intervals | Triggers when a Task is assigned to the authenticated user in Microsoft 365 Planner. |
|
Microsoft 365 Planner actions
| Name | Description | Fields |
|---|---|---|
| Create Plan | Create a new planner plan |
|
| Create Bucket | Create a bucket (category) under a plan. |
|
| Create Task | Create a new planner task with title, assignments, due date, etc. |
+ 2
|
| Delete Bucket | Delete an existing bucket. |
|
| Delete Task | Remove a specific task by ID. |
|
| Update Plan | modify metadata of a plan (e.g. title changes). |
|
| Update Bucket | Modify bucket’s name or properties. |
|
| Update Task | Modify existing task fields: title, due date, assignments, descriptions. |
+ 2
|
| Find a Plan | Finds a plan by field. |
|
| Get a Bucket | Retrieve details about a specific bucket. |
|
| Find Task | Find task by fields. |
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
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Related integrations
Tools that often share a workflow.
Questions about Microsoft 365 Planner
What can I automate with Microsoft 365 Planner in Collabase?
Microsoft 365 Planner brings 12 actions and 3 triggers, for example Create Plan, Create Bucket, Create Task, Delete Bucket and 8 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Microsoft 365 Planner to Collabase?
You open the integrations in the workspace settings, choose Microsoft 365 Planner and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.
Can Microsoft 365 Planner start a workflow?
Yes. Microsoft 365 Planner provides 3 triggers, for example New Plan Created, New Task Created and New Task Assigned to User. The workflow runs as soon as the event happens.
Does the Microsoft 365 Planner integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.