Microsoft 365 Planner
A simple, visual way to organize teamwork.
Integrate the Microsoft 365 Planner API with the Salesforce (REST API) API
Setup the Microsoft 365 Planner API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Microsoft 365 Planner and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Microsoft 365 Planner with Salesforce (REST API)#
Popular Microsoft 365 Planner and Salesforce (REST API) 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 immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
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. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Popular Microsoft 365 Planner and Salesforce (REST API) Actions#
Create a new bucket in Microsoft 365 Planner. See the documentation
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Create a new plan in Microsoft 365 Planner. See the documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
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 (REST API)#
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 (REST API)#
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}`,
},
})
},
})