Dovetail + Microsoft Planner integrations

Connect Dovetail to Microsoft Planner in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Dovetail, Microsoft Planner, and many other popular SaaS applications.
Check below for example workflows using Dovetail 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.

Example Dovetail + Microsoft Planner workflows

Microsoft Planner iconarrow_forwardDovetail icon

Automatically create note in Dovetail for each task created in Microsoft Planner

Microsoft Planner iconarrow_forwardDovetail icon

Update note automatically in Dovetail for each task created in Microsoft Planner

Microsoft Planner iconarrow_forwardDovetail icon

Delete note automatically in Dovetail for each task created in Microsoft Planner

Microsoft Planner iconarrow_forwardDovetail icon

Automatically create insight in Dovetail for each task created in Microsoft Planner

Microsoft Planner iconarrow_forwardDovetail icon

Update insight automatically in Dovetail for each task created in Microsoft Planner

Dovetail Triggers
No Dovetail triggers yet
Request trigger
Microsoft Planner Actions
Group
Microsoft Planner logo
search
Find group(s)
Plan
Microsoft Planner logo
add
Create plan
Microsoft Planner logo
search
Find plan(s)
Microsoft Planner logo
edit
Update plan
Planner bucket
Microsoft Planner logo
search
Find planner bucket(s)
Task
Microsoft Planner logo
add
Create task
Microsoft Planner logo
search
Find task(s)
Microsoft Planner logo
search
Find tasks in bucket
Microsoft Planner logo
edit
Update task
User
Microsoft Planner logo
search
Find user(s)
Microsoft Planner Triggers
Task
Microsoft Planner logo
add
Task created
Dovetail Actions
Contact
Dovetail logo
add
Create contact
Insight
Dovetail logo
add
Create insight
Dovetail logo
delete
Delete insight
Dovetail logo
search
Find insight(s)
Dovetail logo
edit
Update insight
Note
Dovetail logo
add
Create note
Dovetail logo
delete
Delete note
Dovetail logo
search
Find note(s)
Dovetail logo
edit
Update note

Create your own Microsoft Planner + Dovetail integration

Select a trigger in Microsoft Planner
Select an action in Dovetail
Create your workflow

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FAQ

  • What is Relay.app?

    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 Dovetail to Microsoft Planner with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in Dovetail or Microsoft Planner to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize Dovetail 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 Dovetail to Microsoft Planner?

    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 Dovetail and Microsoft Planner—give it a try and let us know what you think.

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