STEP 1
Connect Confluence 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.
Confluence and Microsoft Planner Integration
Keep Confluence and Microsoft Planner in sync by integrating their events and actions. When project management events happen in Confluence, update the Microsoft Planner automatically - without any line of code in visual workflow builder.
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Learn about Confluence and Microsoft Planner
Detailed info you need to know about Confluence and Microsoft Planner integrations in WEXTL. Explore which modules apps support and how you connect them.
Confluence
Connect Confluence Cloud spaces, pages, and attachments to your workflows. [5]
Microsoft Planner
Create and update Microsoft Planner plans, buckets, and tasks. [6]
How to connect Confluence to Microsoft Planner
Set up your Confluence and Microsoft Planner integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Confluence 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 Confluence and Microsoft Planner. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Confluence and Microsoft Planner work in WEXTL?
WEXTL exposes actions and triggers for Confluence 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 triggersConfluence 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.
Confluence modules
- Check Site Access by EmailChecks site access for a batch of email addresses.
- Convert Content IDs to TypesConverts content IDs to their content types.
- Create Attachment PropertyCreates a new content property on the attachment.
- Create Blog PostCreates a new blog post.
- Create Blog Post PropertyCreates a new content property on the blog post.
- Create Bulk User LookupLooks up a batch of users by account ID.
- Create Custom ContentCreates a new custom content item.
- Create DatabaseCreates a new database.
- Create FolderCreates a new folder.
- Create Footer CommentCreates a new footer comment.
- Create Inline CommentCreates a new inline comment.
- Create or Update Forge App PropertyCreates or updates the specified Forge app property.
- Create PageCreates a new page.
- Create Page PropertyCreates a new content property on the page.
- Create SpaceCreates a new space. Note: This endpoint returns a task ID, not the space directly.
- Create Space PropertyCreates a new content property on the space.
- Create WhiteboardCreates a new whiteboard.
- Delete AttachmentDeletes the specified attachment.
- Delete Attachment PropertyDeletes the specified content property from the attachment.
- Delete Blog PostDeletes a blog post by ID.
- Delete Blog Post PropertyDeletes the specified content property from the blog post.
- Delete Custom ContentDeletes the specified custom content item.
- Delete DatabaseDeletes a database by ID.
- Delete FolderDeletes a folder by ID.
- Delete Footer CommentDeletes the specified footer comment.
- Delete Forge App PropertyDeletes the specified Forge app property.
- Delete Inline CommentDeletes the specified inline comment.
- Delete PageDeletes a page by ID.
- Delete Page PropertyDeletes the specified content property from the page.
- Delete Space PropertyDeletes the specified content property from the space.
- Delete WhiteboardDeletes a whiteboard by ID.
- Download Attachment ThumbnailDownloads the thumbnail of the attachment.
- Get Ancestors of DatabaseRetrieves the ancestors of the database.
- Get Ancestors of FolderRetrieves the ancestors of the folder.
- Get Ancestors of PageRetrieves the ancestors of the page.
- Get Ancestors of Smart LinkRetrieves the ancestors of the Smart Link.
- Get Ancestors of WhiteboardRetrieves the ancestors of the whiteboard.
- Get Attachment by IDRetrieves the attachment by ID.
- Get Attachment CommentsRetrieves the footer comments on the attachment.
- Get Attachment PropertiesRetrieves the content properties on the attachment.
- Get Attachment Property by IDRetrieves the content property on the attachment by ID.
- Get Attachment Version by NumberRetrieves a specific version of the attachment by its version number.
- Get Attachment VersionsGets the version history of the attachment.
- Get AttachmentsRetrieves the list of attachments.
- Get Attachments for Blog PostRetrieves the attachments on the blog post.
- Get Attachments for Custom ContentRetrieves the attachments on the custom content item.
- Get Attachments for LabelRetrieves the attachments tagged with the label.
- Get Attachments for PageRetrieves the attachments on the page.
- Get Available Space PermissionsRetrieves the list of available space permissions.
- Get Available Space RolesRetrieves the list of available space roles.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Confluence 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 Confluence and Microsoft Planner.
Connect your Confluence 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 "Check Site Access by Email" in Confluence. Confluence has 139 actions (including Check Site Access by Email, Convert Content IDs to Types, and Create Attachment Property); 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. Confluence-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 Confluence (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 Confluence + 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 Confluence and Microsoft Planner integration.
- Confluence and Microsoft Planner integration source code, module specs and credentials implementation.
- Our Confluence and Microsoft Planner integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Confluence 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.
- Confluence integration information
- Microsoft Planner integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library