Integrate Microsoft Planner with Atera
Send information between Microsoft Planner and Atera automatically, without writing any code, using Zoho Flow.
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Connect Microsoft Planner and Atera 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 Atera using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New plan
Triggers when a new plan is created
Task completed
Triggers when an existing task is completed
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
Alert created
Triggers when a new alert is created
Ticket resolved
Triggers when an existing ticket is resolved or closed
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 bucket
Fetches the details of an existing bucket
Fetch user
Fetches the details of an existing user
Add customer
Creates a new customer
Create alert
Creates a new alert
Create ticket
Creates a new ticket
Add contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update ticket
Updates the details of an existing ticket
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer using customer ID
Fetch contact
Fetches the details of an existing contact using contact ID
Fetch alert
Fetches the details of an existing alert using alert ID
Fetch ticket
Fetches the details of an existing ticket using ticket 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.
What is Atera?
Atera is an IT management solution that enables monitoring, management and automation of SMB IT networks from a single console. It includes remote control, patch management, discovery, inventory of IT assets, monitoring, security, backup, 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.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
