Microsoft 365 Planner
A simple, visual way to organize teamwork.
Integrate the Microsoft 365 Planner API with the Salesforce API
Setup the Microsoft 365 Planner API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Microsoft 365 Planner and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Microsoft 365 Planner with Salesforce#
Popular Microsoft 365 Planner and Salesforce Triggers#
Emit new event when a new Plan is created in Microsoft 365 Planner
Emit new event when a new Task is created in Microsoft 365 Planner
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce.
Popular Microsoft 365 Planner and Salesforce Actions#
Create a new bucket in Microsoft 365 Planner. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Create a new plan in Microsoft 365 Planner. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Create a new task in Microsoft 365 Planner. See the documentation
Overview of Microsoft 365 Planner#
The Microsoft 365 Planner API lets you tap into the robust task management capabilities of Planner within the Microsoft 365 suite. With this API on Pipedream, you can automate tasks, sync Planner data with other services, manage plans, tasks, and buckets programmatically. This opens up possibilities for creating custom workflows to enhance productivity, streamline project tracking, and maintain synchronization across various platforms.
Connect Microsoft 365 Planner#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_365_planner: {
type: "app",
app: "microsoft_365_planner",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_365_planner.$auth.oauth_access_token}`,
},
})
},
})
Overview of Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
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