What actions can I run in Microsoft Planner?

35 actions are available, including "Get a Plan Usage Right", "List Business Scenario", and "List Planner Buckets", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

Microsoft Planner Integrations

Create and update Microsoft Planner plans, buckets, and tasks. Connect Microsoft Planner project events to the rest of your delivery stack.

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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.

When to use Microsoft Planner

Common scenarios where Microsoft Planner automation saves time and reduces manual work.

React to "Watch Planner Plans" in Microsoft Planner in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "List Business Scenario" in Microsoft Planner from any upstream event — map fields once and let the automation handle the rest.
Include "Watch Planner Tasks" from Microsoft Planner in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Microsoft Planner to WEXTL®

Field	Type	Help
Microsoft - TenantRequired	select	Go to `https://entra.microsoft.com` and copy your tennat ID or select any of the following`
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.

Use in workflow automation

Start from Microsoft Planner’s Watch Planner Plans trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Planner Bucket as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 39 ready-made steps for project management work, and every run records what went in and what came back.

Microsoft Planner workflow on the canvas: Watch Planner Plans then Create a Planner Bucket

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. Use them to start workflows the moment Microsoft Planner events fire — no polling required.

Field

Type

Help

Microsoft - TenantRequired

select

Go to https://entra.microsoft.com and copy your tennat ID or select any of the following`

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.

Use in workflow automation

Start from Microsoft Planner’s Watch Planner Plans trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Planner Bucket as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 39 ready-made steps for project management work, and every run records what went in and what came back.

Microsoft Planner Integrations

When to use Microsoft Planner

How to connect

Use in workflow automation

Frequently asked questions

Microsoft Planner Integrations

When to use Microsoft Planner

How to connect

Connect Microsoft Planner to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Microsoft Planner to any app in workflows

Connect Microsoft Planner to any app in workflows

Connect Microsoft Planner to any app in workflows

Microsoft Planner Integrations

Microsoft Planner triggers and actions

When to use Microsoft Planner

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Microsoft Planner support?

What actions can I run in Microsoft Planner?

Do I need to write code to automate this?

Is the integration secure?

Microsoft Planner Integrations

Microsoft Planner triggers and actions

When to use Microsoft Planner

How to connect

Connect Microsoft Planner to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Microsoft Planner support?

What actions can I run in Microsoft Planner?

Do I need to write code to automate this?

Is the integration secure?

Connect Microsoft Planner to any app in workflows

Connect Microsoft Planner to any app in workflows

Connect Microsoft Planner to any app in workflows