Integrate Lead Liaison with Microsoft Planner
Send information between Lead Liaison and Microsoft Planner automatically, without writing any code, using Zoho Flow.
Build your own integrations between Lead Liaison and Microsoft Planner
Connect Lead Liaison and Microsoft Planner with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Lead Liaison and Microsoft Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New form submission
Triggers when there is a new submission for the selected form
New email
Triggers when a new email is sent
New prospect
Triggers when a new prospect is created
New group plan task
Triggers when a new task is created in group plan
New task
Triggers when a new task is created
New bucket
Triggers when a new plan bucket is created
Task completed
Triggers when an existing task is completed
New plan
Triggers when a new plan is created
All Actions - Actions are the automated tasks
Add prospect to list
Adds a prospect to the selected list
Create prospect
Creates a new prospect
Update prospect
Updates the details of an existing prospect
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch prospect - By email
Fetches the details of an existing prospect by email address
Remove prospect from list
Removes a prospect from the selected list
Create bucket
Creates a new bucket in the plan
Fetch group
Fetches the details of an existing group by display name or group ID
Create task
Creates a new task in the specified plan bucket
Add user to group
Adds a user to an existing group
Fetch user
Fetches the details of an existing user
Fetch bucket
Fetches the details of an existing bucket
What is Lead Liaison?
Lead Liaison is a marketing automation and lead management tool. You can track website visitors, personalize website experiences, and assign lead ownership through custom criteria.
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
