Microsoft Planner Integration

Create and update Microsoft Planner plans, buckets, and tasks. Turn Microsoft Planner project events into automated updates across your delivery stack. When Watch Planner Plans arrives, trigger Get a Plan Usage Right or List Business Scenario so teams stay aligned automatically.

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Supported triggers and actions for Microsoft Planner integration

Triggers can detect changes in Microsoft Planner and run actions that can create, search or modify data inside Microsoft Planner automatically [3] — exactly how you set them.

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.
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.
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.
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.
Make an API CallPerforms an arbitrary authorized API call.
Move a Planner PlanMoves the selected Planner Plan.
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.

How to integrate Microsoft Planner in automation workflow?

3 simple steps to make your Microsoft Planner connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Microsoft Planner in workflow

Pick Microsoft Planner app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Microsoft Planner

When prompted, authorize access to Microsoft Planner in WEXTL once. Microsoft Planner credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Microsoft Planner account. Approve?

STEP 3

Build a workflow

Build your workflow with Microsoft Planner yourself or with WEXTL® AI Builder. Connect Microsoft Planner to any available integrations [5], or use HTTP node to go beyond them.

Microsoft Planner

How Microsoft Planner connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Microsoft Planner app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Microsoft Planner supports.

Full Microsoft Planner API documentation

The following table illustrates what fields Microsoft Planner integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Microsoft Planner is connected in WEXTL builder [4].

Field	Type	Help
Microsoft - TenantRequired	text	Directory (tenant) ID or verified domain, e.g. contoso.onmicrosoft.com. common/organizations/consumers are not valid for app-only.
Microsoft - Client IDRequired	text	Register your application in the Microsoft Entra admin center, then copy the Application (client) ID from the app's Overview page
Microsoft - Client SecretRequired	password	In your app registration, go to Certificates & secrets → Client secrets, create a new client secret, and copy its value immediately after it's generated.
Email or User IDRequired	text	Go to Microsoft Entra admin center → Users → select the user → Overview, then copy the Object ID, or enter The email of the user.

Connect Microsoft Planner to popular apps on WEXTL

Enter a name of the other app you want to sync with Microsoft Planner below. Click on selected app to explore integration options with Microsoft Planner. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Microsoft Planner integration

Select Watch Planner Plans trigger from Microsoft Planner - this will be a starting point in your automation. Whenever event happens in Microsoft Planner, workflow will start [7] from Watch Planner Plans node.

Search for Create a Planner Bucket, connect it as the next step of integration sequence. You can use filters between Watch Planner Plans and Create a Planner Bucket, so only important data pass from Watch Planner Plans to the next step. WEXTL gives you full control over the process of Microsoft Planner automation. All parts of workflow are visible on the canvas [4].

Microsoft Planner on WEXTL has 39 modules for building project management automations. Explore Microsoft Planner documentation for more.

Video slide demonstrates how Watch Planner Plans and Create a Planner Bucket nodes are used in Microsoft Planner workflow.

Video slide demonstrates how Watch Planner Plans and Create a Planner Bucket [6] nodes are used in Microsoft Planner workflow.

Frequently asked questions

Common questions about automating Microsoft Planner in your workflows.

Microsoft Planner has 4 triggers, including "Watch Planner Plans", "Watch Planner Task Messages", and "Watch Planner Tasks", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 35 actions, including "Get a Plan Usage Right", "List Business Scenario", and "List Planner Buckets", and more. Refer to our Microsoft Planner Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Microsoft Planner integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Microsoft Planner official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Microsoft Planner provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Microsoft Planner or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Microsoft Planner inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Microsoft Planner modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

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

Microsoft Planner integration source code, module specs and credentials implementation.
Internal Microsoft Planner integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Microsoft Planner vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Microsoft Planner App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Microsoft Planner Integration

Supported triggers and actions for Microsoft Planner integration