Lever + Microsoft Planner integrations

Lever logoLever > Microsoft Planner
Trigger
Last triggered
Lever logoOpportunity stage changed
Microsoft Planner logoCreate plan
Overview
Connect Lever to Microsoft Planner in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Lever, Microsoft Planner, and many other popular SaaS applications.
Check below for example workflows using Lever 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 Lever and Microsoft Planner integrations in Relay.app

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

Example Lever + Microsoft Planner workflows

Lever iconarrow_forwardMicrosoft Planner icon

Automatically create plan in Microsoft Planner for each opportunity stage changed in Lever

Microsoft Planner iconarrow_forwardLever icon

Create opportunity automatically in Lever for each task created in Microsoft Planner

Lever iconarrow_forwardMicrosoft Planner icon

Update plan automatically in Microsoft Planner for each opportunity archived in Lever

Lever iconarrow_forwardMicrosoft Planner icon

Create task automatically in Microsoft Planner for each opportunity marked as hired in Lever

Lever iconarrow_forwardMicrosoft Planner icon

Update plan automatically in Microsoft Planner for each opportunity stage changed in Lever

Lever Triggers
Opportunity
Lever logo
inventory_2
Opportunity archived
Lever logo
signature
Opportunity marked as hired
Lever logo
conversion_path
Opportunity stage 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 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
Lever Actions
Opportunity
Lever logo
note_add
Add note to opportunity
Lever logo
archive
Archive opportunity
Lever logo
add
Create opportunity
Lever logo
meeting_room
Create panel with interview
Lever logo
search
Find opportunity(ies)
Lever logo
conversion_path
Move opportunity to stage
Panel
Lever logo
meeting_room
Add interview to panel

Create your own Lever + Microsoft Planner integration

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

Or automate Microsoft Planner + Lever

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

Connect Lever to your other apps

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Or connect Microsoft Planner to your other apps

Intercom + Microsoft Planner integrations
Intercom
Automate Google Groups + Microsoft Planner
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Connect Notion to Microsoft Planner
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Integrate Asana with Microsoft Planner
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Sync Google Sheets with Microsoft Planner
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Pipedrive + Microsoft Planner integrations
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Sync Brevo with Microsoft Planner
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Browse.ai + Microsoft Planner automations
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How to use BuildKite + Microsoft Planner
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Cal.com + Microsoft Planner integrations
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Automate CallRail + Microsoft Planner
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Connect Canva to Microsoft Planner
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Integrate Cartesia with Microsoft Planner
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Sync Chargebee with Microsoft Planner
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ClickSend + Microsoft Planner automations
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How to use ClickUp + Microsoft Planner
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Close + Microsoft Planner integrations
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Automate Coda + Microsoft Planner
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Connect Codacy to Microsoft Planner
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Integrate CodeScene with Microsoft Planner
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Sync Confluence with Microsoft Planner
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ConvertKit + Microsoft Planner automations
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How to use DeepSeek + Microsoft Planner
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Deepsource + Microsoft Planner integrations
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Automate Dialpad + Microsoft Planner
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Connect Discord to Microsoft Planner
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Integrate Documint with Microsoft Planner
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Sync DocuSign with Microsoft Planner
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Dovetail + Microsoft Planner automations
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How to use Drip + Microsoft Planner
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Dropbox + Microsoft Planner integrations
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Automate ElevenLabs + Microsoft Planner
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Connect Facebook Lead Ads to Microsoft Planner
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Integrate Fathom with Microsoft Planner
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Sync Fathom with Microsoft Planner
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Fibery + Microsoft Planner automations
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How to use Figma + Microsoft Planner
Figma
Fillout + Microsoft Planner integrations
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Connect Folk to Microsoft Planner
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Integrate Follow Up Boss with Microsoft Planner
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Sync Freshdesk with Microsoft Planner
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Front + Microsoft Planner automations
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Gmelius + Microsoft Planner integrations
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Connect Gong to Microsoft Planner
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Sync Google Forms with Microsoft Planner
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Google Gemini + Microsoft Planner automations
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Google My Business + Microsoft Planner integrations
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Harmonic + Microsoft Planner automations
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Integrate Incident.io with Microsoft Planner
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Instantly + Microsoft Planner automations
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How to use Jotform + Microsoft Planner
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Kit (ConvertKit) + Microsoft Planner integrations
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Automate LambdaTest + Microsoft Planner
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Integrate Lemon Squeezy with Microsoft Planner
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Sync LinearB with Microsoft Planner
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Loops + Microsoft Planner automations
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How to use Luma + Microsoft Planner
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Mailchimp + Microsoft Planner integrations
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Automate MailerLite + Microsoft Planner
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ManyChat + Microsoft Planner automations
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Sync Mixpanel with Microsoft Planner
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Monday.com + Microsoft Planner automations
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How to use New Relic + Microsoft Planner
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Northflank + Microsoft Planner integrations
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Automate olostep + Microsoft Planner
olostep
Connect Outlook Calendar to Microsoft Planner
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Integrate Outlook Contacts with Microsoft Planner
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Sync Outlook Mail with Microsoft Planner
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Paddle + Microsoft Planner automations
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How to use PandaDoc + Microsoft Planner
PandaDoc
Paperform + Microsoft Planner integrations
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Automate Perplexity + Microsoft Planner
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Connect Pipefy to Microsoft Planner
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Integrate PostHog with Microsoft Planner
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Sync Qlty with Microsoft Planner
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QuickBooks Online + Microsoft Planner automations
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How to use QuickMail + Microsoft Planner
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Quo (OpenPhone) + Microsoft Planner integrations
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Automate Qwen + Microsoft Planner
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Connect Railway to Microsoft Planner
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Integrate Ramp with Microsoft Planner
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RingCentral + Microsoft Planner integrations
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Automate SalesIntel + Microsoft Planner
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Connect ScrapingBee to Microsoft Planner
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Integrate Sharepoint with Microsoft Planner
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Sync ShipHero with Microsoft Planner
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Shopify + Microsoft Planner automations
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How to use Signeasy + Microsoft Planner
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Skool + Microsoft Planner integrations
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Automate Skyflow + Microsoft Planner
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Connect Smartlead.ai to Microsoft Planner
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Integrate SmartSuite with Microsoft Planner
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Sync Smartwaiver with Microsoft Planner
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Snowflake + Microsoft Planner automations
Snowflake
How to use Square + Microsoft Planner
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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
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Automate ThriveCart + Microsoft Planner
ThriveCart
Connect TickTick to Microsoft Planner
TickTick
Integrate TidyCal with Microsoft Planner
TidyCal
Sync Tiktok with Microsoft Planner
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Todoist + Microsoft Planner automations
Todoist
How to use Toggl + Microsoft Planner
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Tremendous + Microsoft Planner integrations
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Automate Twilio + Microsoft Planner
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Connect Typeform to Microsoft Planner
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Integrate Wave with Microsoft Planner
Wave
Sync Webflow with Microsoft Planner
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WhatsApp notifications + Microsoft Planner automations
WhatsApp notifications
How to use WooCommerce + Microsoft Planner
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Wordpress.com + Microsoft Planner integrations
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Automate WordPress (Self-Hosted) + Microsoft Planner
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Connect X (Twitter) to Microsoft Planner
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Integrate xAI with Microsoft Planner
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Sync Xero with Microsoft Planner
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Xodo Sign + Microsoft Planner automations
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How to use YouTube + Microsoft Planner
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Zite + Microsoft Planner integrations
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Automate Zoom + Microsoft Planner
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Connect Zoom Events to Microsoft Planner
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Sync Google Docs with Microsoft Planner
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Slack + Microsoft Planner automations
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How to use Google Slides + Microsoft Planner
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Google Calendar + Microsoft Planner integrations
Google Calendar
Automate OpenAI + Microsoft Planner
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Connect App Store to Microsoft Planner
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Integrate Google Play Store with Microsoft Planner
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Sync Greenhouse with Microsoft Planner
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Salesforce + Microsoft Planner automations
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How to use Gmail + Microsoft Planner
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Jira + Microsoft Planner integrations
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Automate Linear + Microsoft Planner
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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 Lever to Microsoft Planner with Relay.app?

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

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