Help Scout + Microsoft Planner integrations

Help Scout logoHelp Scout > Microsoft Planner
Trigger
Last triggered
Help Scout logoConversation tags changed
Microsoft Planner logoCreate plan
Overview
Connect Help Scout to Microsoft Planner in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Help Scout, Microsoft Planner, and many other popular SaaS applications.
Check below for example workflows using Help Scout 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.

Screenshots of Help Scout and Microsoft Planner integrations in Relay.app

Use Relay.app's Help Scout integrations to trigger actions across your apps
Use Relay.app's Help Scout integrations to trigger actions across your apps
Preview of Use Relay.app's Help Scout integrations to trigger actions across your apps
Preview of Use any of these Help Scout actions in your Relay.app workflows

Example Help Scout + Microsoft Planner workflows

Help Scout iconarrow_forwardMicrosoft Planner icon

Automatically create plan in Microsoft Planner for each conversation tags changed in Help Scout

Microsoft Planner iconarrow_forwardHelp Scout icon

Reply to conversation automatically in Help Scout for each task created in Microsoft Planner

Help Scout iconarrow_forwardMicrosoft Planner icon

Update plan automatically in Microsoft Planner for each conversation tags changed in Help Scout

Help Scout iconarrow_forwardMicrosoft Planner icon

Create task automatically in Microsoft Planner for each conversation tags changed in Help Scout

Help Scout iconarrow_forwardMicrosoft Planner icon

Automatically update task in Microsoft Planner for each conversation tags changed in Help Scout

Help Scout Triggers
Mailbox
Help Scout logo
sell
Conversation tags changed
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 task(s)
Microsoft Planner logo
edit
Update task
User
Microsoft Planner logo
search
Find user(s)
Microsoft Planner Triggers
Task
Microsoft Planner logo
add
Task created
Help Scout Actions
Mailbox
Help Scout logo
reply
Reply to conversation

Create your own Help Scout + Microsoft Planner integration

Select a trigger in Help Scout
Select an action in Microsoft Planner
Create your workflow

Or automate Microsoft Planner + Help Scout

Select a trigger in Microsoft Planner
Select an action in Help Scout
Create your workflow

Connect Help Scout to your other apps

Intercom + Help Scout integrations
Intercom
Automate Google Groups + Help Scout
Google Groups
Connect Notion to Help Scout
Notion
Integrate Asana with Help Scout
Asana
Sync Google Sheets with Help Scout
Google Sheets
Zendesk + Help Scout automations
Zendesk
How to use HubSpot + Help Scout
HubSpot
Pipedrive + Help Scout integrations
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Automate Calendly + Help Scout
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Connect Google Drive to Help Scout
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Integrate Trello with Help Scout
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Sync 1Password with Help Scout
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ActiveCampaign + Help Scout automations
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How to use Anthropic + Help Scout
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Apify + Help Scout integrations
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Automate Apollo + Help Scout
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Connect AssemblyAI to Help Scout
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Integrate Attio with Help Scout
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Sync Axiom.ai with Help Scout
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bitly + Help Scout integrations
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Automate Bloobirds + Help Scout
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Connect Bluesky to Help Scout
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Integrate Box with Help Scout
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Sync Brevo with Help Scout
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Browse.ai + Help Scout automations
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How to use BuildKite + Help Scout
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Cal.com + Help Scout integrations
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Automate CallRail + Help Scout
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Connect Canva to Help Scout
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Integrate Cartesia with Help Scout
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Sync Chargebee with Help Scout
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ClickSend + Help Scout automations
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How to use ClickUp + Help Scout
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Close + Help Scout integrations
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Automate Coda + Help Scout
Coda
Connect Codacy to Help Scout
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Integrate CodeScene with Help Scout
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Sync Confluence with Help Scout
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ConvertKit + Help Scout automations
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How to use DeepSeek + Help Scout
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Deepsource + Help Scout integrations
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Automate Dialpad + Help Scout
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Connect Discord to Help Scout
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Integrate Documint with Help Scout
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Sync DocuSign with Help Scout
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Dovetail + Help Scout automations
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How to use Drip + Help Scout
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Dropbox + Help Scout integrations
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Automate ElevenLabs + Help Scout
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Connect Facebook Lead Ads to Help Scout
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Integrate Fathom with Help Scout
Fathom
Sync Fathom with Help Scout
Fathom
Fibery + Help Scout automations
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How to use Figma + Help Scout
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Fillout + Help Scout integrations
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Automate Fireflies.ai + Help Scout
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Connect Folk to Help Scout
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Integrate Follow Up Boss with Help Scout
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Sync Freshdesk with Help Scout
Freshdesk
Front + Help Scout automations
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How to use GitHub + Help Scout
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Gmelius + Help Scout integrations
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Automate GoHighLevel + Help Scout
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Connect Gong to Help Scout
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Integrate Google Contacts with Help Scout
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Sync Google Forms with Help Scout
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Google Gemini + Help Scout automations
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How to use Google Meet + Help Scout
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Google My Business + Help Scout integrations
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Automate Google Tasks + Help Scout
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Connect Granola to Help Scout
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Integrate Groq with Help Scout
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Sync Gumroad with Help Scout
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Harmonic + Help Scout automations
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How to use Harvest + Help Scout
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HeyGen + Help Scout integrations
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Automate ImgBB + Help Scout
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Connect Incident.io to Help Scout
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Integrate Instagram with Help Scout
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Sync Instantly with Help Scout
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Jotform + Help Scout automations
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How to use Kit (ConvertKit) + Help Scout
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LambdaTest + Help Scout integrations
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Automate Lemlist + Help Scout
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Connect Lemon Squeezy to Help Scout
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Integrate Lever with Help Scout
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Sync LinearB with Help Scout
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Loops + Help Scout automations
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How to use Luma + Help Scout
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Mailchimp + Help Scout integrations
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Automate MailerLite + Help Scout
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Connect MailerSend to Help Scout
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Integrate Mailjet with Help Scout
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Sync Mailshake with Help Scout
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ManyChat + Help Scout automations
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How to use Mem + Help Scout
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Microsoft Excel + Help Scout integrations
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Automate Microsoft OneDrive + Help Scout
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Connect Missive to Help Scout
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Integrate Mistral with Help Scout
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Sync Mixpanel with Help Scout
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Monday.com + Help Scout automations
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How to use New Relic + Help Scout
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Northflank + Help Scout integrations
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Automate olostep + Help Scout
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Connect Outlook Calendar to Help Scout
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Integrate Outlook Contacts with Help Scout
Outlook Contacts
Sync Outlook Mail with Help Scout
Outlook Mail
Paddle + Help Scout automations
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How to use PandaDoc + Help Scout
PandaDoc
Paperform + Help Scout integrations
Paperform
Automate Perplexity + Help Scout
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Connect Pipefy to Help Scout
Pipefy
Integrate PostHog with Help Scout
PostHog
Sync Qlty with Help Scout
Qlty
QuickBooks Online + Help Scout automations
QuickBooks Online
How to use QuickMail + Help Scout
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Quo (OpenPhone) + Help Scout integrations
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Automate Qwen + Help Scout
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Connect Railway to Help Scout
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Integrate Ramp with Help Scout
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Sync Reddit with Help Scout
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Relay.app + Help Scout automations
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How to use Retable + Help Scout
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RingCentral + Help Scout integrations
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Automate SalesIntel + Help Scout
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Connect ScrapingBee to Help Scout
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Integrate Sharepoint with Help Scout
Sharepoint
Sync ShipHero with Help Scout
ShipHero
Shopify + Help Scout automations
Shopify
How to use Signeasy + Help Scout
Signeasy
Skool + Help Scout integrations
Skool
Automate Skyflow + Help Scout
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Connect Smartlead.ai to Help Scout
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Integrate SmartSuite with Help Scout
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Sync Smartwaiver with Help Scout
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Snowflake + Help Scout automations
Snowflake
How to use Square + Help Scout
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Stripe + Help Scout integrations
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Automate Supabase + Help Scout
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Connect Syften to Help Scout
Syften
Integrate Tally with Help Scout
Tally
Sync Teams with Help Scout
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Telegram + Help Scout automations
Telegram
How to use Tella + Help Scout
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Things + Help Scout integrations
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Automate ThriveCart + Help Scout
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Connect TickTick to Help Scout
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Integrate TidyCal with Help Scout
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Sync Tiktok with Help Scout
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Todoist + Help Scout automations
Todoist
How to use Toggl + Help Scout
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Tremendous + Help Scout integrations
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Automate Twilio + Help Scout
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Connect Typeform to Help Scout
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Integrate Wave with Help Scout
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Sync Webflow with Help Scout
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WhatsApp notifications + Help Scout automations
WhatsApp notifications
How to use WooCommerce + Help Scout
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Wordpress.com + Help Scout integrations
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Automate WordPress (Self-Hosted) + Help Scout
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Connect X (Twitter) to Help Scout
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Integrate xAI with Help Scout
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Sync Xero with Help Scout
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Xodo Sign + Help Scout automations
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How to use YouTube + Help Scout
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Zite + Help Scout integrations
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Automate Zoom + Help Scout
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Connect Zoom Events to Help Scout
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Integrate Airtable with Help Scout
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Sync Google Docs with Help Scout
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Slack + Help Scout automations
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How to use Google Slides + Help Scout
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Google Calendar + Help Scout integrations
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Automate OpenAI + Help Scout
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Connect App Store to Help Scout
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Integrate Google Play Store with Help Scout
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Sync Greenhouse with Help Scout
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Salesforce + Help Scout automations
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How to use Gmail + Help Scout
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Jira + Help Scout integrations
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Automate Linear + Help Scout
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Connect Ashby to Help Scout
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Or connect Microsoft Planner to your other apps

Intercom + Microsoft Planner integrations
Intercom
Automate Google Groups + Microsoft Planner
Google Groups
Connect Notion to Microsoft Planner
Notion
Integrate Asana with Microsoft Planner
Asana
Sync Google Sheets with Microsoft Planner
Google Sheets
Zendesk + Microsoft Planner automations
Zendesk
How to use HubSpot + Microsoft Planner
HubSpot
Pipedrive + Microsoft Planner integrations
Pipedrive
Automate Calendly + Microsoft Planner
Calendly
Connect Google Drive to Microsoft Planner
Google Drive
Integrate Trello with Microsoft Planner
Trello
Sync 1Password with Microsoft Planner
1Password
ActiveCampaign + Microsoft Planner automations
ActiveCampaign
How to use Anthropic + Microsoft Planner
Anthropic
Apify + Microsoft Planner integrations
Apify
Automate Apollo + Microsoft Planner
Apollo
Connect AssemblyAI to Microsoft Planner
AssemblyAI
Integrate Attio with Microsoft Planner
Attio
Sync Axiom.ai with Microsoft Planner
Axiom.ai
Baserow + Microsoft Planner automations
Baserow
How to use beehiiv + Microsoft Planner
beehiiv
bitly + Microsoft Planner integrations
bitly
Automate Bloobirds + Microsoft Planner
Bloobirds
Connect Bluesky to Microsoft Planner
Bluesky
Integrate Box with Microsoft Planner
Box
Sync Brevo with Microsoft Planner
Brevo
Browse.ai + Microsoft Planner automations
Browse.ai
How to use BuildKite + Microsoft Planner
BuildKite
Cal.com + Microsoft Planner integrations
Cal.com
Automate CallRail + Microsoft Planner
CallRail
Connect Canva to Microsoft Planner
Canva
Integrate Cartesia with Microsoft Planner
Cartesia
Sync Chargebee with Microsoft Planner
Chargebee
ClickSend + Microsoft Planner automations
ClickSend
How to use ClickUp + Microsoft Planner
ClickUp
Close + Microsoft Planner integrations
Close
Automate Coda + Microsoft Planner
Coda
Connect Codacy to Microsoft Planner
Codacy
Integrate CodeScene with Microsoft Planner
CodeScene
Sync Confluence with Microsoft Planner
Confluence
ConvertKit + Microsoft Planner automations
ConvertKit
How to use DeepSeek + Microsoft Planner
DeepSeek
Deepsource + Microsoft Planner integrations
Deepsource
Automate Dialpad + Microsoft Planner
Dialpad
Connect Discord to Microsoft Planner
Discord
Integrate Documint with Microsoft Planner
Documint
Sync DocuSign with Microsoft Planner
DocuSign
Dovetail + Microsoft Planner automations
Dovetail
How to use Drip + Microsoft Planner
Drip
Dropbox + Microsoft Planner integrations
Dropbox
Automate ElevenLabs + Microsoft Planner
ElevenLabs
Connect Facebook Lead Ads to Microsoft Planner
Facebook Lead Ads
Integrate Fathom with Microsoft Planner
Fathom
Sync Fathom with Microsoft Planner
Fathom
Fibery + Microsoft Planner automations
Fibery
How to use Figma + Microsoft Planner
Figma
Fillout + Microsoft Planner integrations
Fillout
Automate Fireflies.ai + Microsoft Planner
Fireflies.ai
Connect Folk to Microsoft Planner
Folk
Integrate Follow Up Boss with Microsoft Planner
Follow Up Boss
Sync Freshdesk with Microsoft Planner
Freshdesk
Front + Microsoft Planner automations
Front
How to use GitHub + Microsoft Planner
GitHub
Gmelius + Microsoft Planner integrations
Gmelius
Automate GoHighLevel + Microsoft Planner
GoHighLevel
Connect Gong to Microsoft Planner
Gong
Integrate Google Contacts with Microsoft Planner
Google Contacts
Sync Google Forms with Microsoft Planner
Google Forms
Google Gemini + Microsoft Planner automations
Google Gemini
How to use Google Meet + Microsoft Planner
Google Meet
Google My Business + Microsoft Planner integrations
Google My Business
Automate Google Tasks + Microsoft Planner
Google Tasks
Connect Granola to Microsoft Planner
Granola
Integrate Groq with Microsoft Planner
Groq
Sync Gumroad with Microsoft Planner
Gumroad
Harmonic + Microsoft Planner automations
Harmonic
How to use Harvest + Microsoft Planner
Harvest
HeyGen + Microsoft Planner integrations
HeyGen
Automate ImgBB + Microsoft Planner
ImgBB
Connect Incident.io to Microsoft Planner
Incident.io
Integrate Instagram with Microsoft Planner
Instagram
Sync Instantly with Microsoft Planner
Instantly
Jotform + Microsoft Planner automations
Jotform
How to use Kit (ConvertKit) + Microsoft Planner
Kit (ConvertKit)
LambdaTest + Microsoft Planner integrations
LambdaTest
Automate Lemlist + Microsoft Planner
Lemlist
Connect Lemon Squeezy to Microsoft Planner
Lemon Squeezy
Integrate Lever with Microsoft Planner
Lever
Sync LinearB with Microsoft Planner
LinearB
Loops + Microsoft Planner automations
Loops
How to use Luma + Microsoft Planner
Luma
Mailchimp + Microsoft Planner integrations
Mailchimp
Automate MailerLite + Microsoft Planner
MailerLite
Connect MailerSend to Microsoft Planner
MailerSend
Integrate Mailjet with Microsoft Planner
Mailjet
Sync Mailshake with Microsoft Planner
Mailshake
ManyChat + Microsoft Planner automations
ManyChat
How to use Mem + Microsoft Planner
Mem
Microsoft Excel + Microsoft Planner integrations
Microsoft Excel
Automate Microsoft OneDrive + Microsoft Planner
Microsoft OneDrive
Connect Missive to Microsoft Planner
Missive
Integrate Mistral with Microsoft Planner
Mistral
Sync Mixpanel with Microsoft Planner
Mixpanel
Monday.com + Microsoft Planner automations
Monday.com
How to use New Relic + Microsoft Planner
New Relic
Northflank + Microsoft Planner integrations
Northflank
Automate olostep + Microsoft Planner
olostep
Connect Outlook Calendar to Microsoft Planner
Outlook Calendar
Integrate Outlook Contacts with Microsoft Planner
Outlook Contacts
Sync Outlook Mail with Microsoft Planner
Outlook Mail
Paddle + Microsoft Planner automations
Paddle
How to use PandaDoc + Microsoft Planner
PandaDoc
Paperform + Microsoft Planner integrations
Paperform
Automate Perplexity + Microsoft Planner
Perplexity
Connect Pipefy to Microsoft Planner
Pipefy
Integrate PostHog with Microsoft Planner
PostHog
Sync Qlty with Microsoft Planner
Qlty
QuickBooks Online + Microsoft Planner automations
QuickBooks Online
How to use QuickMail + Microsoft Planner
QuickMail
Quo (OpenPhone) + Microsoft Planner integrations
Quo (OpenPhone)
Automate Qwen + Microsoft Planner
Qwen
Connect Railway to Microsoft Planner
Railway
Integrate Ramp with Microsoft Planner
Ramp
Sync Reddit with Microsoft Planner
Reddit
Relay.app + Microsoft Planner automations
Relay.app
How to use Retable + Microsoft Planner
Retable
RingCentral + Microsoft Planner integrations
RingCentral
Automate SalesIntel + Microsoft Planner
SalesIntel
Connect ScrapingBee to Microsoft Planner
ScrapingBee
Integrate Sharepoint with Microsoft Planner
Sharepoint
Sync ShipHero with Microsoft Planner
ShipHero
Shopify + Microsoft Planner automations
Shopify
How to use Signeasy + Microsoft Planner
Signeasy
Skool + Microsoft Planner integrations
Skool
Automate Skyflow + Microsoft Planner
Skyflow
Connect Smartlead.ai to Microsoft Planner
Smartlead.ai
Integrate SmartSuite with Microsoft Planner
SmartSuite
Sync Smartwaiver with Microsoft Planner
Smartwaiver
Snowflake + Microsoft Planner automations
Snowflake
How to use Square + Microsoft Planner
Square
Stripe + Microsoft Planner integrations
Stripe
Automate Supabase + Microsoft Planner
Supabase
Connect Syften to Microsoft Planner
Syften
Integrate Tally with Microsoft Planner
Tally
Sync Teams with Microsoft Planner
Teams
Telegram + Microsoft Planner automations
Telegram
How to use Tella + Microsoft Planner
Tella
Things + Microsoft Planner integrations
Things
Automate ThriveCart + Microsoft Planner
ThriveCart
Connect TickTick to Microsoft Planner
TickTick
Integrate TidyCal with Microsoft Planner
TidyCal
Sync Tiktok with Microsoft Planner
Tiktok
Todoist + Microsoft Planner automations
Todoist
How to use Toggl + Microsoft Planner
Toggl
Tremendous + Microsoft Planner integrations
Tremendous
Automate Twilio + Microsoft Planner
Twilio
Connect Typeform to Microsoft Planner
Typeform
Integrate Wave with Microsoft Planner
Wave
Sync Webflow with Microsoft Planner
Webflow
WhatsApp notifications + Microsoft Planner automations
WhatsApp notifications
How to use WooCommerce + Microsoft Planner
WooCommerce
Wordpress.com + Microsoft Planner integrations
Wordpress.com
Automate WordPress (Self-Hosted) + Microsoft Planner
WordPress (Self-Hosted)
Connect X (Twitter) to Microsoft Planner
X (Twitter)
Integrate xAI with Microsoft Planner
xAI
Sync Xero with Microsoft Planner
Xero
Xodo Sign + Microsoft Planner automations
Xodo Sign
How to use YouTube + Microsoft Planner
YouTube
Zite + Microsoft Planner integrations
Zite
Automate Zoom + Microsoft Planner
Zoom
Connect Zoom Events to Microsoft Planner
Zoom Events
Integrate Airtable with Microsoft Planner
Airtable
Sync Google Docs with Microsoft Planner
Google Docs
Slack + Microsoft Planner automations
Slack
How to use Google Slides + Microsoft Planner
Google Slides
Google Calendar + Microsoft Planner integrations
Google Calendar
Automate OpenAI + Microsoft Planner
OpenAI
Connect App Store to Microsoft Planner
App Store
Integrate Google Play Store with Microsoft Planner
Google Play Store
Sync Greenhouse with Microsoft Planner
Greenhouse
Salesforce + Microsoft Planner automations
Salesforce
How to use Gmail + Microsoft Planner
Gmail
Jira + Microsoft Planner integrations
Jira
Automate Linear + Microsoft Planner
Linear
Connect Ashby to Microsoft Planner
Ashby

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 Help Scout to Microsoft Planner with Relay.app?

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

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