Integrate the Microsoft 365 Planner API with the Zoho CRM API

Setup the Microsoft 365 Planner API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Microsoft 365 Planner and Zoho CRM remarkably fast. Free for developers.

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Popular Ways to Connect Microsoft 365 Planner with Zoho CRM#

Convert Lead with Zoho CRM API on New Plan Created from Microsoft 365 Planner API

Microsoft 365 Planner + Zoho CRM

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Convert Lead with Zoho CRM API on New Task Created from Microsoft 365 Planner API

Microsoft 365 Planner + Zoho CRM

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Create Bucket with Microsoft 365 Planner API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Microsoft 365 Planner

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Create Bucket with Microsoft 365 Planner API on New Event (Instant) from Zoho CRM API

Zoho CRM + Microsoft 365 Planner

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Create Bucket with Microsoft 365 Planner API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Microsoft 365 Planner

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Popular Microsoft 365 Planner and Zoho CRM Triggers#

New Plan Created from the Microsoft 365 Planner API

Emit new event when a new Plan is created in Microsoft 365 Planner

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New Task Created from the Microsoft 365 Planner API

Emit new event when a new Task is created in Microsoft 365 Planner

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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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Popular Microsoft 365 Planner and Zoho CRM Actions#

Create Bucket with the Microsoft 365 Planner API

Create a new bucket in Microsoft 365 Planner. See the documentation

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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Create Plan with the Microsoft 365 Planner API

Create a new plan in Microsoft 365 Planner. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Create Task with the Microsoft 365 Planner API

Create a new task in Microsoft 365 Planner. See the documentation

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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 Zoho CRM#

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})

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