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Harvest + Microsoft Planner Integrations

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Connect Harvest to Microsoft Planner
Example screenshots
Example workflows
Triggers and actions
Harvest + your other apps
Microsoft Planner + your other apps
FAQ

Harvest + Microsoft Planner integrations

Harvest > Microsoft Planner

Trigger

Last triggered

Project created

Create plan

Overview

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

Check below for example workflows using Harvest 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

Screenshots of Harvest and Microsoft Planner integrations in Relay.app

Use Relay.app's Harvest integrations to trigger actions across your apps

Preview of Use any of these Harvest actions in your Relay.app workflows

Use Relay.app's Harvest integrations to trigger actions across your apps

Use any of these Harvest actions in your Relay.app workflows

Example Harvest + Microsoft Planner workflows

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Automatically create plan in Microsoft Planner for each project created in Harvest

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Get or create client automatically in Harvest for each task created in Microsoft Planner

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Update plan automatically in Microsoft Planner for each client created in Harvest

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Create task automatically in Microsoft Planner for each time entry updated in Harvest

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Automatically update task in Microsoft Planner for each expense created in Harvest

Try it

Harvest Triggers

Client

add

Client created

edit_square

Client updated

Estimate

edit

Estimate changed

target

Estimate first meets conditions

add

New estimate added

Expense

add

Expense created

edit_square

Expense updated

Invoice

add

Invoice created

edit_square

Invoice updated

Project

add

Project created

edit_square

Project updated

Task

add

Task created

edit_square

Task updated

Time entry

add

Time entry created

edit_square

Time entry updated

User

add

User created

edit_square

User updated

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

Harvest Actions

Client

Find client(s)

add

Get or create client

edit

Update client

Contact

Find contact(s)

Estimate

Find estimate(s)

Expense

request_quote

Create expense

Find expense(s)

edit

Update expense

Invoice

add

Create invoice

Find invoice(s)

Project

Find project(s)

add

Get or create project

edit

Update project

Task

Find task(s)

Time entry

timer

Create time entry via duration

timer

Create time entry via start and end time

Find time entry(ies)

edit

Update time entry

User

Find user(s)

Create your own Harvest + Microsoft Planner integration

Select a trigger in Harvest

Select an action in Microsoft Planner

Create your workflow

Or automate Microsoft Planner + Harvest

Select a trigger in Microsoft Planner

Select an action in Harvest

Create your workflow

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

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

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Client onboarding workflow screenshot in Relay.app

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Harvest + Microsoft Planner integrations

Screenshots of Harvest and Microsoft Planner integrations in Relay.app

Example Harvest + Microsoft Planner workflows

Automatically create plan in Microsoft Planner for each project created in Harvest

Get or create client automatically in Harvest for each task created in Microsoft Planner

Update plan automatically in Microsoft Planner for each client created in Harvest

Create task automatically in Microsoft Planner for each time entry updated in Harvest

Automatically update task in Microsoft Planner for each expense created in Harvest

Create your own Harvest + Microsoft Planner integration

Or automate Microsoft Planner + Harvest

Connect Harvest to your other apps

Or connect Microsoft Planner to your other apps

FAQ

What is Relay.app?

How do I connect Harvest to Microsoft Planner with Relay.app?

Is Relay.app a Zapier alternative for connecting Harvest to Microsoft Planner?

See why people love Relay.app

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

What will you automate?