Microsoft Planner + Pipefy integrations

Connect Microsoft Planner to Pipefy in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Microsoft Planner, Pipefy, and many other popular SaaS applications.
Check below for example workflows using Microsoft Planner and Pipefy, 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.

Example Microsoft Planner + Pipefy workflows

Microsoft Planner iconarrow_forwardPipefy icon

Automatically create card in Pipefy for each task created in Microsoft Planner

Pipefy iconarrow_forwardMicrosoft Planner icon

Create plan automatically in Microsoft Planner for each card added in Pipefy

Pipefy iconarrow_forwardMicrosoft Planner icon

Update plan automatically in Microsoft Planner for each card updated in Pipefy

Pipefy iconarrow_forwardMicrosoft Planner icon

Automatically create task in Microsoft Planner for each card created (polling) in Pipefy

Microsoft Planner iconarrow_forwardPipefy icon

Update card automatically in Pipefy for each task created in Microsoft Planner

Microsoft Planner Triggers
Task
Microsoft Planner logo
add
Task created
Pipefy Actions
Card
Pipefy logo
add
Create card
Pipefy logo
search
Find card(s)
Pipefy logo
swap_horiz
Move card to phase
Pipefy logo
edit
Update card
Pipe
Pipefy logo
search
Find pipe(s)
Other
Pipefy logo
delete
Delete card
Pipefy Triggers
Card
Pipefy logo
add
Card added
Pipefy logo
add_card
Card created (polling)
Pipefy logo
edit_square
Card updated
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)

Create your own Microsoft Planner + Pipefy integration

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

Or automate Pipefy + Microsoft Planner

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

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
beehiiv + Microsoft Planner automations
beehiiv
How to use bitly + Microsoft Planner
bitly
Bloobirds + Microsoft Planner integrations
Bloobirds
Automate Bluesky + Microsoft Planner
Bluesky
Connect Box to Microsoft Planner
Box
Integrate Brevo with Microsoft Planner
Brevo
Sync Browse.ai with Microsoft Planner
Browse.ai
BuildKite + Microsoft Planner automations
BuildKite
How to use Cal.com + Microsoft Planner
Cal.com
CallRail + Microsoft Planner integrations
CallRail
Automate Canva + Microsoft Planner
Canva
Connect Cartesia to Microsoft Planner
Cartesia
Integrate Chargebee with Microsoft Planner
Chargebee
Sync ClickSend with Microsoft Planner
ClickSend
ClickUp + Microsoft Planner automations
ClickUp
How to use Close + Microsoft Planner
Close
Coda + Microsoft Planner integrations
Coda
Automate Codacy + Microsoft Planner
Codacy
Connect CodeScene to Microsoft Planner
CodeScene
Integrate Confluence with Microsoft Planner
Confluence
Sync ConvertKit with Microsoft Planner
ConvertKit
DeepSeek + Microsoft Planner automations
DeepSeek
How to use Deepsource + Microsoft Planner
Deepsource
Dialpad + Microsoft Planner integrations
Dialpad
Automate Discord + Microsoft Planner
Discord
Connect Documint to Microsoft Planner
Documint
Integrate DocuSign with Microsoft Planner
DocuSign
Sync Dovetail with Microsoft Planner
Dovetail
Drip + Microsoft Planner automations
Drip
How to use Dropbox + Microsoft Planner
Dropbox
ElevenLabs + Microsoft Planner integrations
ElevenLabs
Automate Facebook Lead Ads + Microsoft Planner
Facebook Lead Ads
Connect Fathom to Microsoft Planner
Fathom
Integrate Fathom with Microsoft Planner
Fathom
Sync Fibery with Microsoft Planner
Fibery
Figma + Microsoft Planner automations
Figma
How to use Fillout + Microsoft Planner
Fillout
Fireflies.ai + Microsoft Planner integrations
Fireflies.ai
Automate Folk + Microsoft Planner
Folk
Connect Follow Up Boss to Microsoft Planner
Follow Up Boss
Integrate Freshdesk with Microsoft Planner
Freshdesk
Sync Front with Microsoft Planner
Front
GitHub + Microsoft Planner automations
GitHub
How to use Gmelius + Microsoft Planner
Gmelius
GoHighLevel + Microsoft Planner integrations
GoHighLevel
Automate Gong + Microsoft Planner
Gong
Connect Google Contacts to Microsoft Planner
Google Contacts
Integrate Google Forms with Microsoft Planner
Google Forms
Sync Google Gemini with Microsoft Planner
Google Gemini
Google Meet + Microsoft Planner automations
Google Meet
How to use Google My Business + Microsoft Planner
Google My Business
Google Tasks + Microsoft Planner integrations
Google Tasks
Automate Granola + Microsoft Planner
Granola
Connect Groq to Microsoft Planner
Groq
Integrate Gumroad with Microsoft Planner
Gumroad
Sync Harmonic with Microsoft Planner
Harmonic
Harvest + Microsoft Planner automations
Harvest
How to use Help Scout + Microsoft Planner
Help Scout
HeyGen + Microsoft Planner integrations
HeyGen
Automate ImgBB + Microsoft Planner
ImgBB
Connect Instagram to Microsoft Planner
Instagram
Integrate Instantly with Microsoft Planner
Instantly
Sync Jotform with Microsoft Planner
Jotform
Kit (ConvertKit) + Microsoft Planner automations
Kit (ConvertKit)
How to use LambdaTest + Microsoft Planner
LambdaTest
Lemlist + Microsoft Planner integrations
Lemlist
Automate Lemon Squeezy + Microsoft Planner
Lemon Squeezy
Connect Lever to Microsoft Planner
Lever
Integrate LinearB with Microsoft Planner
LinearB
Sync LinkedIn with Microsoft Planner
LinkedIn
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 PostHog to Microsoft Planner
PostHog
Integrate Qlty with Microsoft Planner
Qlty
Sync QuickBooks Online with Microsoft Planner
QuickBooks Online
QuickMail + Microsoft Planner automations
QuickMail
How to use Quo (OpenPhone) + Microsoft Planner
Quo (OpenPhone)
Qwen + Microsoft Planner integrations
Qwen
Automate Railway + Microsoft Planner
Railway
Connect Ramp to Microsoft Planner
Ramp
Integrate Reddit with Microsoft Planner
Reddit
Sync Relay.app with Microsoft Planner
Relay.app
Retable + Microsoft Planner automations
Retable
How to use RingCentral + Microsoft Planner
RingCentral
SalesIntel + Microsoft Planner integrations
SalesIntel
Automate ScrapingBee + Microsoft Planner
ScrapingBee
Connect Sharepoint to Microsoft Planner
Sharepoint
Integrate ShipHero with Microsoft Planner
ShipHero
Sync Shopify with Microsoft Planner
Shopify
Signeasy + Microsoft Planner automations
Signeasy
How to use Skyflow + Microsoft Planner
Skyflow
Smartlead.ai + Microsoft Planner integrations
Smartlead.ai
Automate SmartSuite + Microsoft Planner
SmartSuite
Connect Smartwaiver to Microsoft Planner
Smartwaiver
Integrate Snowflake with Microsoft Planner
Snowflake
Sync Square with Microsoft Planner
Square
Stripe + Microsoft Planner automations
Stripe
How to use Supabase + Microsoft Planner
Supabase
Syften + Microsoft Planner integrations
Syften
Automate Tally + Microsoft Planner
Tally
Connect Teams to Microsoft Planner
Teams
Integrate Telegram with Microsoft Planner
Telegram
Sync Tella with Microsoft Planner
Tella
The Swarm + Microsoft Planner automations
The Swarm
How to use Things + Microsoft Planner
Things
TickTick + Microsoft Planner integrations
TickTick
Automate TidyCal + Microsoft Planner
TidyCal
Connect Tiktok to Microsoft Planner
Tiktok
Integrate Todoist with Microsoft Planner
Todoist
Sync Toggl with Microsoft Planner
Toggl
Tremendous + Microsoft Planner automations
Tremendous
How to use Twilio + Microsoft Planner
Twilio
Typeform + Microsoft Planner integrations
Typeform
Automate Wave + Microsoft Planner
Wave
Connect Webflow to Microsoft Planner
Webflow
Integrate WhatsApp notifications with Microsoft Planner
WhatsApp notifications
Sync WooCommerce with Microsoft Planner
WooCommerce
Wordpress.com + Microsoft Planner automations
Wordpress.com
How to use WordPress (Self-Hosted) + Microsoft Planner
WordPress (Self-Hosted)
X (Twitter) + Microsoft Planner integrations
X (Twitter)
Automate xAI + Microsoft Planner
xAI
Connect Xero to Microsoft Planner
Xero
Integrate Xodo Sign with Microsoft Planner
Xodo Sign
Sync YouTube with Microsoft Planner
YouTube
Zite + Microsoft Planner automations
Zite
How to use Zoom + Microsoft Planner
Zoom
Zoom Events + Microsoft Planner integrations
Zoom Events
Automate Airtable + Microsoft Planner
Airtable
Connect Google Docs to Microsoft Planner
Google Docs
Integrate Slack with Microsoft Planner
Slack
Sync Google Slides with Microsoft Planner
Google Slides
Google Calendar + Microsoft Planner automations
Google Calendar
How to use OpenAI + Microsoft Planner
OpenAI
App Store + Microsoft Planner integrations
App Store
Automate Google Play Store + Microsoft Planner
Google Play Store
Connect Greenhouse to Microsoft Planner
Greenhouse
Integrate Salesforce with Microsoft Planner
Salesforce
Sync Gmail with Microsoft Planner
Gmail
Jira + Microsoft Planner automations
Jira
How to use Linear + Microsoft Planner
Linear
Ashby + Microsoft Planner integrations
Ashby

Or connect Pipefy to your other apps

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

    1. Create a free Relay.app account
    2. Set a trigger in Microsoft Planner or Pipefy to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize Microsoft Planner and Pipefy 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 Microsoft Planner to Pipefy?

    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 Microsoft Planner and Pipefy—give it a try and let us know what you think.

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