Integrate Microsoft Planner with Lime Go

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

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Supported triggers and actions

Integrate Microsoft Planner and Lime Go 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

Deal won

Triggers when the status of a deal is updated to 'won'

Deal status updated

Triggers when the status of a deal is updated

Negative call registered

Triggers when a negative call is registered in a calling list

Customer added

Triggers when the relation for a company is set to 'Is a customer'

Customer lost

Triggers when the relation for a company is set to 'Was a customer'

Deal lost

Triggers when the status of a deal is updated to 'lost'

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

Positive call registered

Triggers when a positive call is registered in a calling list

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

Create signal

Creates a new signal

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 Lime Go?

Lime Go is a sales tool that helps you keep track of your contacts and collect important information including documents, notes, probability, and history, about your deals.

CRM

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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Technical Engineer, Master Liveaboards

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