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Lever + Microsoft Planner Integrations

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

Lever + Microsoft Planner integrations

Lever > Microsoft Planner

Trigger

Last triggered

Opportunity stage changed

Create 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.

See all of Relay.app's features

Screenshots of Lever and Microsoft Planner integrations in Relay.app

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

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

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

Example Lever + Microsoft Planner workflows

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

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

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

Try it

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

Try it

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

Try it

Lever Triggers

Opportunity

inventory_2

Opportunity archived

signature

Opportunity marked as hired

conversion_path

Opportunity stage changed

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

Lever Actions

Opportunity

note_add

Add note to opportunity

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

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?
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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?
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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?
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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.

See why people love Relay.app

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via email

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Automated our waitlist collection and replying process.
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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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And for good reason.

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Client onboarding workflow screenshot in Relay.app

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Lever + Microsoft Planner integrations

Screenshots of Lever and Microsoft Planner integrations in Relay.app

Example Lever + Microsoft Planner workflows

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

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

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

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

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

Create your own Lever + Microsoft Planner integration

Or automate Microsoft Planner + Lever

Connect Lever to your other apps

Or connect Microsoft Planner to your other apps

FAQ

What is Relay.app?

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

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

See why people love Relay.app

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

What will you automate?