Microsoft 365 Planner

A simple, visual way to organize teamwork.

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Microsoft 365 Planner

Microsoft 365 Planner API Integrations

Build and run workflows using the Microsoft 365 Planner API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.

Overview

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.

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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}`,
      },
    })
  },
})

Choose an API to Connect with Microsoft 365 Planner API

1
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24
of
2,000+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce (REST API)
Salesforce (REST API)
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Premium
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Example Use Cases

  • Task Synchronization Workflow: Automatically sync new or updated Planner tasks to a different task management tool like Trello or Asana. Whenever a task is created or modified in Planner, Pipedream triggers a workflow that updates or creates a corresponding card/task in the external tool, ensuring alignment across your task management ecosystems.

  • Meeting Prep Workflow: Prior to a scheduled meeting, compile a list of incomplete tasks from Planner and send it via email using the Microsoft 365 Outlook service. This workflow helps participants stay informed about pending items and encourages accountability and preparation before meetings.

  • Resource Management Workflow: When a new task is assigned to a team member in Planner, trigger a workflow that logs this assignment in a Google Sheets spreadsheet. An additional step could involve checking the team member's current task load, and if it exceeds a certain threshold, send a notification via Slack to the project manager for workload balancing.

Create Plan with Microsoft 365 Planner API on Task Status Updated from Motion API
Motion + Microsoft 365 Planner
 
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Create Work Order with MaintainX API on New Task Created from Microsoft 365 Planner API
Microsoft 365 Planner + MaintainX
 
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Upscale Image with DreamStudio (Stable Diffusion) API on New Plan Created from Microsoft 365 Planner API
Microsoft 365 Planner + DreamStudio (Stable Diffusion)
 
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Retrieve Run with OpenAI (ChatGPT) API on New Task Created from Microsoft 365 Planner API
Microsoft 365 Planner + OpenAI (ChatGPT)
 
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Create Task with Microsoft 365 Planner API on New Requests from HTTP / Webhook API
HTTP / Webhook + Microsoft 365 Planner
 
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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

 
Try it
Create Bucket with the Microsoft 365 Planner API

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

 
Try it
Create Plan with the Microsoft 365 Planner API

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

 
Try it
Create Task with the Microsoft 365 Planner API

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

 
Try it

Authentication

Microsoft 365 Planner uses OAuth authentication. When you connect your Microsoft 365 Planner account, Pipedream will open a popup window where you can sign into Microsoft 365 Planner and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft 365 Planner API.

Pipedream requests the following authorization scopes when you connect your account:

emailoffline_accessopenidprofileGroup.ReadWrite.AllFiles.ReadWriteFiles.Read.AllMailboxSettings.ReadTasks.ReadWriteUser.ReadUser.Read.All
OAuth Request Configurations:
  1. authorization
    GEThttps://login.microsoftonline.com/common/oauth2/v2.0/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}
  2. accessToken
    POSThttps://login.microsoftonline.com/common/oauth2/v2.0/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}&scope={{oauth.space_separated_scopes}}
  3. refreshToken
    POSThttps://login.microsoftonline.com/common/oauth2/v2.0/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}