Integrate Vtiger CRM Cloud with Microsoft Planner
Send information between Vtiger CRM Cloud and Microsoft Planner automatically, without writing any code, using Zoho Flow.
Build your own integrations between Vtiger CRM Cloud and Microsoft Planner
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Supported triggers and actions
Integrate Vtiger CRM Cloud and Microsoft Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Contact updated
Triggers when details of an existing contact are updated
Lead created
Triggers when a new lead is created
Lead updated
Triggers when details of an existing lead are updated
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
Creates a new contact
Create lead
Creates a new lead
Create record
Creates a new record in the selected module
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Update record
Update the details of an existing record in the selected module
Fetch record
Fetches the details of an exiting record in the selected module
Fetch contact
Fetches the details of an exiting contact
Fetch lead
Fetches the details of an existing lead
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 Vtiger CRM Cloud?
Similar apps
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.
Similar apps
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.
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
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
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
