Integrate dotdigital with Microsoft Planner
Send information between dotdigital and Microsoft Planner automatically, without writing any code, using Zoho Flow.
Build your own integrations between dotdigital and Microsoft Planner
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Supported triggers and actions
Integrate dotdigital and Microsoft Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Survey response added
Triggers when a new response is added in the selected survey
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
New plan
Triggers when a new plan is created
Task completed
Triggers when an existing task is completed
All Actions - Actions are the automated tasks
Create contact data field
Creates a new contact data field
Create or update contact
Creates or updates a contact
Unsubscribe contact
Unsubscribes the specified contact
Refresh segment
Refreshes an existing segment
Create address book
Creates a new address book
Send transactional email
Sends a transactional email
Send campaign to address book
Sends a campaign to the selected address book
Send campaign to contact
Sends a campaign to the specified contact
Enrol contact in program
Enrolls a contact in the selected program
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 user
Fetches the details of an existing user
Fetch bucket
Fetches the details of an existing bucket
What is dotdigital?
dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.
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.
Learn more >
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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
