Acculynx and Microsoft Planner Integration

Acculynx icon
Microsoft Planner icon
Acculynx
Microsoft Planner

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Acculynx and Microsoft Planner to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

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Learn about Acculynx and Microsoft Planner

Detailed info you need to know about Acculynx and Microsoft Planner integrations in WEXTL. Explore which modules apps support and how you connect them.

Acculynx

Acculynx icon

Project Management2 triggers13 searches10 actionsRoofing business management CRM for jobs, leads, estimates, and field production. [5]

Microsoft Planner

Microsoft Planner icon

Project Management4 triggers16 searches19 actionsCreate and update Microsoft Planner plans, buckets, and tasks. [6]

How to connect Acculynx to Microsoft Planner

Set up your Acculynx and Microsoft Planner integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Acculynx and Microsoft Planner work in WEXTL?

WEXTL exposes actions and triggers for Acculynx and Microsoft Planner that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Acculynx triggersMicrosoft Planner actions

Acculynx modules
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    Create a ContactCreates a new contact.
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    Create a JobCreates a new job.
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    Create a Job MessageCreates a new job message (comment).
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    Create a Job Message ReplyCreates a new job message reply (sub-comment).
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    Create a Job Payment PaidCreates a new job payment that has been paid.
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    Create a Job Payment ReceivedCreates a new job payment received.
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    Create a LeadCreates a new lead.
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    Get a ContactReturns details for a contact by id.
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    Get a JobReturns details for a specific job.
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    Get a Lead HistoryReturns history items for a specific lead.
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    Get an EstimateRetrieves a single estimate.
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    Get an InvoiceRetrieves details of a single invoice.
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    Get Job PaymentsRetrieves payment information for a job.
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    List Job ContactsRetrieves contacts for a job.
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    List Job EstimatesRetrieves a list of estimates for a job.
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    List Job InvoicesRetrieves a list of invoices for a job.
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    List Job MilestonesRetrieves a list of milestones for a job.
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    Make an API CallPerforms an arbitrary authorized API call.
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    Search ContactsSearches for contacts.
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    Search EstimatesSearches for estimates.
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    Search JobsSearches for jobs by specified criteria.
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    Upload a Job DocumentUploads a document to a job.
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    Upload Job Photos or VideosUploads a photo or video to a job.
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    Watch ContactsTriggers when a new contact is created.
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    Watch JobsTriggers when a job is created or updated.
Microsoft Planner modules
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    Add a Roster MemberAdds a new Roster Member.
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    Archive a Planner PlanArchives the selected Planner Plan.
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    Create a Business ScenarioCreates a new Business Scenario.
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    Create a Planner BucketCreates a new Planner Bucket.
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    Create a Planner MessageCreates a new Planner Message.
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    Create a Planner PlanCreates a new Planner Plan.
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    Create a Planner RoasterCreates a new Planner Roaster.
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    Create a Planner TaskCreates a new Planner Task.
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    Delete a Business ScenarioDeletes the selected Business Scenario.
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    Delete a Planner PlanDeletes the selected Planner Plan.
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    Delete a Planner RosterDeletes the selected Planner Roster.
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    Delete a Planner TaskDeletes the selected Planner Task.
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    Get a Plan Usage RightRetrieves a Plan Usage Right.
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    List Business ScenarioRetrieves a list of business Scenario.
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    List Planner BucketsRetrieves a list of planner Buckets.
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    List Planner PlansRetrieves a list of planner Plans.
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    List Planner Task MessagesRetrieves a list of planner task messages.
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    List Planner TasksRetrieves a list of planner tasks.
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    List Roster MembersRetrieves a list of roster members.
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    List User PlansRetrieves a list of user Plans.
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    List User's Assigned TasksRetrieves a list of user's Assigned Tasks.
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    List User's Favourite PlansRetrieves a list of user's Favourite Plans.
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    List User's My-Day TasksRetrieves a list of user's my-day tasks.
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    Make an API CallPerforms an arbitrary authorized API call.
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    Move a Planner PlanMoves the selected Planner Plan.
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    Retrieve a BucketRetrieves a Bucket.
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    Retrieve a Business ScenarioRetrieves a Business Scenario.
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    Retrieve a Planner PlanRetrieves a Planner Plan.
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    Retrieve a Planner RosterRetrieves a Planner Roster.
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    Retrieve a Planner TaskRetrieves a Planner Task.
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    Unarchive a Planner PlanExecutes “Unarchive a Planner Plan” against the connected service API.
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    Update a BucketUpdates an existing Bucket.
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    Update a Business ScenarioUpdates an existing Business Scenario.
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    Update a Planner PlanUpdates an existing Planner Plan.
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    Update a Planner TaskUpdates an existing Planner Task.
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    Watch Planner PlansTriggers when new planner plans are created.
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    Watch Planner Task MessagesWatch for planner Task Messages.
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    Watch Planner TasksTriggers when new planner tasks are created.
  • Microsoft Planner icon
    Watch User PlansTriggers when new user plans are created.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Acculynx and Microsoft Planner integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Acculynx [5]

Alternative integrations to Microsoft Planner [6]

Try Acculynx and Microsoft Planner on WEXTL®

Claim your 3-day trial to build Acculynx with Microsoft Planner integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Acculynx and Microsoft Planner.

References

List of sources used to gather information about the Acculynx and Microsoft Planner integration.

  1. Acculynx and Microsoft Planner integration source code, module specs and credentials implementation.
  2. Our Acculynx and Microsoft Planner integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Acculynx and Microsoft Planner — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Acculynx integration information
  6. Microsoft Planner integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Acculynx and Microsoft Planner, or get started