Integrate Microsoft Planner with Lime Go
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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.
Similar apps
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.
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