Microsoft Planner Project Management API: Watch Planner Plans, Add a Roster Member

About this integration

Create and update Microsoft Planner plans, buckets, and tasks. Use it from the workflow canvas with no custom glue script required.

This integration exposes 4 triggers, 16 search modules and 19 actions as workflow nodes. Authentication uses oauth or oauth authentication.

How to connect

The credential form asks for Microsoft - Tenant, Microsoft - Client ID, Microsoft - Client Secret, and Email or User ID.

OAuth asks you to approve Tasks.Read, Tasks.Read.Shared, and Tasks.ReadWrite before access is granted.

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

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

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.

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	Go to the Microsoft Entra admin center → Entra ID → App registrations and select New registration. → enter a description and expiration → Add, then immediately copy your Client ID
Microsoft - Client SecretRequired	password	Copy you client Secret from the previously created app

Permissions requested

• Tasks.Read
• Tasks.Read.Shared
• Tasks.ReadWrite
• Tasks.ReadWrite.Shared
• Tasks.Read.All
• Tasks.ReadWrite.All
• Group.Read.All
• Group.ReadWrite.All

Use it in workflow automation

Start with Watch Planner Plans, then add Add a Roster Member.

The canvas below runs Watch Planner Plans into Add a Roster Member — watch the video, then drop a node onto the canvas.

Select the Watch Planner Plans trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Create a Planner Bucket as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 23 ready-made modules for project management work — each run logs its inputs and outputs for debugging.

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

Triggers, searches and actions

Use the tables below to inspect Microsoft Planner's 4 triggers, 16 search modules, and 19 actions.