STEP 1
Connect Autotask PSA 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.
Autotask PSA and Microsoft Planner Integration
Connect Autotask PSA 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Autotask PSA and Microsoft Planner
Detailed info you need to know about Autotask PSA and Microsoft Planner integrations in WEXTL. Explore which modules apps support and how you connect them.
Autotask PSA
Manages tickets, projects, time entries, resources, and customer relationships for Autotask PSA users. [5]
Microsoft Planner
Create and update Microsoft Planner plans, buckets, and tasks. [6]
How to connect Autotask PSA to Microsoft Planner
Set up your Autotask PSA and Microsoft Planner integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA 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 Autotask PSA and Microsoft Planner. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Microsoft Planner work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA 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.
Microsoft Planner triggersAutotask PSA actions
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.
Autotask PSA modules
- Add Ticket NoteAdds a note to a ticket.
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create ContractCreates a new contract.
- Create OpportunityCreates a new opportunity.
- Create ProductCreates a new product.
- Create ProjectCreates a new project.
- Create SubscriptionCreates a new subscription.
- Create TicketCreates a new ticket.
- Create Time EntryCreates a new time entry.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get ContractReturns a single contract by ID.
- Get CountryReturns a single country by ID.
- Get CurrencyReturns a single currency by ID.
- Get DepartmentReturns a single department by ID.
- Get InvoiceReturns a single invoice by ID.
- Get OpportunityReturns a single opportunity by ID.
- Get ProductReturns a single product by ID.
- Get ProjectReturns a single project by ID.
- Get ResourceReturns a single resource by ID.
- Get RoleReturns a single role by ID.
- Get SubscriptionReturns a single subscription by ID.
- Get TicketReturns a single ticket by ID.
- Get Time EntryReturns a single time entry by ID.
- List CompaniesRetrieves a list of companies.
- List Company AttachmentsRetrieves a list of attachments for a company.
- List Company ContactsRetrieves a list of contacts for a company.
- List Company NotesRetrieves a list of notes for a company.
- List ContactsRetrieves a list of contacts.
- List ContractsRetrieves a list of contracts.
- List CountriesRetrieves a list of countries.
- List CurrenciesRetrieves a list of currencies.
- List DepartmentsRetrieves a list of departments.
- List InvoicesRetrieves a list of invoices.
- List OpportunitiesRetrieves a list of opportunities.
- List ProductsRetrieves a list of products.
- List Project PhasesRetrieves a list of phases for a project.
- List Project TasksRetrieves a list of tasks for a project.
- List ProjectsRetrieves a list of projects.
- List ResourcesRetrieves a list of resources.
- List RolesRetrieves a list of roles.
- List SubscriptionsRetrieves a list of subscriptions.
- List Ticket AttachmentsRetrieves a list of attachments for a ticket.
- List Ticket NotesRetrieves a list of notes for a ticket.
- List TicketsRetrieves a list of tickets.
- List Time EntriesRetrieves a list of time entries.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyUpdates an existing company.
- Update ContractUpdates an existing contract.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Autotask PSA 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 Autotask PSA and Microsoft Planner.
Connect your Autotask PSA 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 Microsoft Planner's "Watch Planner Plans" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); 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. Autotask PSA-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 Autotask PSA (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 Autotask PSA + 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 Autotask PSA and Microsoft Planner integration.
- Autotask PSA and Microsoft Planner integration source code, module specs and credentials implementation.
- Our Autotask PSA and Microsoft Planner integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA 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.
- Autotask PSA integration information
- Microsoft Planner integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library