Integrationsarrow_forwardFollow Up Boss Integrationsarrow_forward

Follow Up Boss + Microsoft Planner Integrations

On this page

Example workflows
Triggers and actions
Follow Up Boss + your other apps
Microsoft Planner + your other apps
FAQ

Follow Up Boss + Microsoft Planner integrations

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

Check below for example workflows using Follow Up Boss 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 Follow Up Boss + Microsoft Planner workflows

arrow_forward

Automatically create plan in Microsoft Planner for each person added in Follow Up Boss

Try it

arrow_forward

Create person automatically in Follow Up Boss for each task created in Microsoft Planner

Try it

arrow_forward

Update plan automatically in Microsoft Planner for each appointment added in Follow Up Boss

Try it

arrow_forward

Create task automatically in Microsoft Planner for each deal added in Follow Up Boss

Try it

arrow_forward

Update plan automatically in Microsoft Planner for each person added in Follow Up Boss

Try it

Follow Up Boss Triggers

Appointment

edit

Appointment changed

target

Appointment first meets conditions

add

New appointment added

Deal

edit

Deal changed

target

Deal first meets conditions

add

New deal added

Person

add

New person added

edit

Person changed

target

Person 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)

Find tasks in bucket

edit

Update task

User

Find user(s)

Microsoft Planner Triggers

Task

add

Task created

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Appointment

add

Create appointment

Find appointment(s)

edit

Update appointment

Appointment outcome

Find appointment outcome(s)

Appointment type

Find appointment type(s)

Call

add

Create call

Find call(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Lead

new_label

New lead, inquiry, or website activity

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Text message

add

Create text message

Find text messages for person

User

Find user(s)

Create your own Follow Up Boss + Microsoft Planner integration

Select a trigger in Follow Up Boss

Select an action in Microsoft Planner

Create your workflow

Or automate Microsoft Planner + Follow Up Boss

Select a trigger in Microsoft Planner

Select an action in Follow Up Boss

Create your workflow

Connect Follow Up Boss to your other apps

WhatsApp notifications

Or connect Microsoft Planner to your other apps

WhatsApp notifications

FAQ

What is Relay.app?
link
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 Follow Up Boss to Microsoft Planner with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Follow Up Boss or Microsoft Planner to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Follow Up Boss 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 Follow Up Boss to Microsoft Planner?
link
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 Follow Up Boss and Microsoft Planner—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

Visit our wall of love

New to Relay.app? Learn how to automate your first workflow

What will you automate?

Get started for free

Follow Up Boss + Microsoft Planner integrations

Example Follow Up Boss + Microsoft Planner workflows

Automatically create plan in Microsoft Planner for each person added in Follow Up Boss

Create person automatically in Follow Up Boss for each task created in Microsoft Planner

Update plan automatically in Microsoft Planner for each appointment added in Follow Up Boss

Create task automatically in Microsoft Planner for each deal added in Follow Up Boss

Update plan automatically in Microsoft Planner for each person added in Follow Up Boss

Create your own Follow Up Boss + Microsoft Planner integration

Or automate Microsoft Planner + Follow Up Boss

Connect Follow Up Boss to your other apps

Or connect Microsoft Planner to your other apps

FAQ

What is Relay.app?

How do I connect Follow Up Boss to Microsoft Planner with Relay.app?

Is Relay.app a Zapier alternative for connecting Follow Up Boss to Microsoft Planner?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?