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Close + Microsoft Planner Integrations

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Example workflows
Triggers and actions
Close + your other apps
Microsoft Planner + your other apps
FAQ

Close + Microsoft Planner integrations

Connect Close to Microsoft Planner in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Close, Microsoft Planner, and many other popular SaaS applications.

Check below for example workflows using Close and Microsoft Planner, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Close + Microsoft Planner workflows

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Automatically create plan in Microsoft Planner for each lead added in Close

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Create lead automatically in Close for each task created in Microsoft Planner

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Update plan automatically in Microsoft Planner for each contact added in Close

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Create task automatically in Microsoft Planner for each opportunity added in Close

Try it

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Update plan automatically in Microsoft Planner for each lead added in Close

Try it

Close Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Lead

edit

Lead changed

target

Lead first meets conditions

add

New lead added

Opportunity

add

New opportunity added

edit

Opportunity changed

target

Opportunity first meets conditions

Microsoft Planner Actions

Group

Find group(s)

Plan

add

Create plan

Find plan(s)

edit

Update plan

Planner bucket

Find planner bucket(s)

Task

add

Create task

Find task(s)

edit

Update task

User

Find user(s)

Microsoft Planner Triggers

Task

add

Task created

Close Actions

Contact

add

Create contact

Find contact(s)

edit

Update contact

Lead

add

Create lead

Find lead(s)

edit

Update lead

Opportunity

add

Create opportunity

Find opportunity(ies)

edit

Update opportunity

Task

add

Create task

Find task(s)

edit

Update task

Create your own Close + Microsoft Planner integration

Select a trigger in Close

Select an action in Microsoft Planner

Create your workflow

Or automate Microsoft Planner + Close

Select a trigger in Microsoft Planner

Select an action in Close

Create your workflow

Connect Close to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Microsoft Planner to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Close to Microsoft Planner with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Close or Microsoft Planner to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Close and Microsoft Planner to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Close to Microsoft Planner?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Close and Microsoft Planner—give it a try and let us know what you think.

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