Integrate Microsoft Planner with Sales.Rocks

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

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Connect Microsoft Planner and Sales.Rocks 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 Microsoft Planner and Sales.Rocks 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 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

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

Verify email address

Verifies the specified email address

Verify phone number

Verifies the specified phone number

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 Sales.Rocks?

Sales.Rocks is an all-in-one sales enablement and automation platform that helps you get quick access to full-contact profiles of worldwide companies and contacts to automate your outreach process.

Email Marketing

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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Sales Director, Artico

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Toto

Technical Engineer, Master Liveaboards

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