Integrate Microsoft Planner with Freshservice

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

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Supported triggers and actions

Integrate Microsoft Planner and Freshservice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Release created

Triggers when a new release is created

Updated ticket

Triggers when any detail of a ticket is updated

Problem created

Triggers when a new problem is created

Change updated

Triggers when any detail of a change is updated

Updated release

Triggers when any detail of a release is updated

Updated problem

Triggers when any detail of a problem is updated

Ticket created

Triggers when a new ticket is created

Asset updated

Triggers when the details of an asset is updated

Asset created

Triggers when a new asset is created

Change created

Triggers when a new change is created

All Actions - Actions are the automated tasks

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

Create change

Creates a new change

Create contract

Creates a new contract

Create requester

Creates a new requester

Create department

Creates a new department

Create ticket note

Creates a new ticket note

Create asset

Creates a new asset

Create release

Creates a new release

Create reply conversation

Creates a new reply conversation for the ticket

Create ticket

Creates a new ticket

Add device to software

Adds a new device to the specified software

Create problem

Creates a new problem

Update asset

Updates the details of an existing asset

Update problem

Updates the details of an existing problem

Update ticket

Updates the details of an existing ticket

Fetch department

Fetches the details of an existing department by its name or ID

Fetch ticket

Fetches the details of a ticket by its subject and the requester's ID/email address

Fetch asset

Fetches the details of an existing asset by either its name or ID

Fetch agent

Fetches the details of an existing agent by email or ID

Fetch asset attribute

Fetches the details of an asset type's attribute (product or vendor) by its name

Fetch ticket by ID

Fetches the details of an existing ticket by ID

Fetch requester

Fetches the details of an existing requester by email or ID

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

What is Freshservice?

Freshservice is cloud based IT service management software. You can collaborate with your team, make informed decisions with the analytics, and manage your problems, change, and release.

Server Monitoring

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

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