STEP 1
Connect Arcsite and Microsoft Planner
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Arcsite and Microsoft Planner Integration
Keep Arcsite and Microsoft Planner in sync by integrating their events and actions. When project management events happen in Arcsite, update the Microsoft Planner automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Arcsite and Microsoft Planner
Detailed info you need to know about Arcsite and Microsoft Planner integrations in WEXTL. Explore which modules apps support and how you connect them.
Microsoft Planner
Create and update Microsoft Planner plans, buckets, and tasks. [6]
How to connect Arcsite to Microsoft Planner
Set up your Arcsite and Microsoft Planner integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Arcsite and Microsoft Planner nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Arcsite and Microsoft Planner. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Arcsite and Microsoft Planner work in WEXTL?
WEXTL exposes actions and triggers for Arcsite 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.
Arcsite triggersMicrosoft Planner actions
Arcsite modules
- Add Collaborators to a ProjectAdds collaborators to a specific project.
- Archive a ProjectArchives a project to remove it from the active list.
- Create a ProjectCreates a new project in the system.
- Export a Proposal PDFExports a proposal in PDF format.
- Get a DrawingRetrieves a drawing from the service.
- Get a ProjectRetrieves a project by its ID.
- Get ProductsRetrieves details for products.
- Get Project DrawingsRetrieves details for project Drawings.
- Get ProjectsRetrieves all projects from the service.
- Get Proposal Line ItemsRetrieves details for proposal Line Items.
- Get Proposal TemplatesRetrieves details for proposal Templates.
- Get Takeoff Line ItemsRetrieves details for takeoff Line Items.
- Import a PDFImports a PDF file into the system for further processing or storage.
- Make an API CallPerforms an arbitrary authorized API call.
- Unarchive a ProjectRestores a project from the archive back to its original state.
- Update a ProjectUpdates a project with new information or changes.
- Watch EventsTriggers when a new event occurs.
Microsoft Planner modules
- Add a Roster MemberAdds a new Roster Member.
- Archive a Planner PlanArchives the selected Planner Plan.
- Create a Business ScenarioCreates a new Business Scenario.
- Create a Planner BucketCreates a new Planner Bucket.
- Create a Planner MessageCreates a new Planner Message.
- Create a Planner PlanCreates a new Planner Plan.
- Create a Planner RoasterCreates a new Planner Roaster.
- Create a Planner TaskCreates a new Planner Task.
- Delete a Business ScenarioDeletes the selected Business Scenario.
- Delete a Planner PlanDeletes the selected Planner Plan.
- Delete a Planner RosterDeletes the selected Planner Roster.
- Delete a Planner TaskDeletes the selected Planner Task.
- Get a Plan Usage RightRetrieves a Plan Usage Right.
- List Business ScenarioRetrieves a list of business Scenario.
- List Planner BucketsRetrieves a list of planner Buckets.
- List Planner PlansRetrieves a list of planner Plans.
- List Planner Task MessagesRetrieves a list of planner task messages.
- List Planner TasksRetrieves a list of planner tasks.
- List Roster MembersRetrieves a list of roster members.
- List User PlansRetrieves a list of user Plans.
- List User's Assigned TasksRetrieves a list of user's Assigned Tasks.
- List User's Favourite PlansRetrieves a list of user's Favourite Plans.
- List User's My-Day TasksRetrieves a list of user's my-day tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Move a Planner PlanMoves the selected Planner Plan.
- Retrieve a BucketRetrieves a Bucket.
- Retrieve a Business ScenarioRetrieves a Business Scenario.
- Retrieve a Planner PlanRetrieves a Planner Plan.
- Retrieve a Planner RosterRetrieves a Planner Roster.
- Retrieve a Planner TaskRetrieves a Planner Task.
- Unarchive a Planner PlanExecutes “Unarchive a Planner Plan” against the connected service API.
- Update a BucketUpdates an existing Bucket.
- Update a Business ScenarioUpdates an existing Business Scenario.
- Update a Planner PlanUpdates an existing Planner Plan.
- Update a Planner TaskUpdates an existing Planner Task.
- Watch Planner PlansTriggers when new planner plans are created.
- Watch Planner Task MessagesWatch for planner Task Messages.
- Watch Planner TasksTriggers when new planner tasks are created.
- 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 Arcsite and Microsoft Planner integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Arcsite and Microsoft Planner.
Connect your Arcsite and Microsoft Planner accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Arcsite's "Watch Events" fires, WEXTL can "Add a Roster Member" in Microsoft Planner. Arcsite has 1 trigger (including Watch Events); Microsoft Planner has 35 actions (including Add a Roster Member, Archive a Planner Plan, and Create a Business Scenario). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Arcsite-to-Microsoft Planner automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Arcsite (or Microsoft Planner) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Arcsite + Microsoft Planner automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Arcsite and Microsoft Planner integration.
- Arcsite and Microsoft Planner integration source code, module specs and credentials implementation.
- Our Arcsite and Microsoft Planner integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Arcsite and Microsoft Planner — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Arcsite integration information
- Microsoft Planner integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library