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 Salesforce with Relay.app?

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

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 Salesforce—give it a try and let us know what you think.

Integrationsarrow_forwardMicrosoft Planner Integrationsarrow_forward

Microsoft Planner + Salesforce Integrations

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

Microsoft Planner + Salesforce integrations

Microsoft Planner > Salesforce

Trigger

Last triggered

Task created

Create record

Overview

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

Check below for example workflows using Microsoft Planner and Salesforce, 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.

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Screenshots of Microsoft Planner and Salesforce integrations in Relay.app

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

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

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

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

Example Microsoft Planner + Salesforce workflows

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Automatically create record in Salesforce for each task created in Microsoft Planner

Try it

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Create plan automatically in Microsoft Planner for each opportunity stage reached in Salesforce

Try it

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

Try it

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Automatically create task in Microsoft Planner for each record added in Salesforce

Try it

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Update record automatically in Salesforce for each task created in Microsoft Planner

Try it

Microsoft Planner Triggers

Task

add

Task created

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

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)

Create your own Microsoft Planner + Salesforce integration

Select a trigger in Microsoft Planner

Select an action in Salesforce

Create your workflow

Or automate Salesforce + Microsoft Planner

Select a trigger in Salesforce

Select an action in Microsoft Planner

Create your workflow

Connect Microsoft Planner to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Co-Founder at Elementary

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@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Microsoft Planner + Salesforce integrations

Screenshots of Microsoft Planner and Salesforce integrations in Relay.app

Example Microsoft Planner + Salesforce workflows

Automatically create record in Salesforce for each task created in Microsoft Planner

Create plan automatically in Microsoft Planner for each opportunity stage reached in Salesforce

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

Automatically create task in Microsoft Planner for each record added in Salesforce

Update record automatically in Salesforce for each task created in Microsoft Planner

Create your own Microsoft Planner + Salesforce integration

Or automate Salesforce + Microsoft Planner

Connect Microsoft Planner to your other apps

Or connect Salesforce to your other apps

FAQ

What is Relay.app?

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

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

See why people love Relay.app

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

What will you automate?