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Microsoft Planner + Wave Integrations

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

Microsoft Planner + Wave integrations

Microsoft Planner > Wave

Trigger

Last triggered

Task created

Create customer

Overview

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

Check below for example workflows using Microsoft Planner and Wave, 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 Microsoft Planner and Wave integrations in Relay.app

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

Preview of Trigger actions in your other apps from customers or invoices created in Wave

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

Trigger actions in your other apps from customers or invoices created in Wave

Example Microsoft Planner + Wave workflows

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Automatically create customer in Wave for each task created in Microsoft Planner

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Create plan automatically in Microsoft Planner for each customer created in Wave

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Update plan automatically in Microsoft Planner for each invoice created in Wave

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Create invoice automatically in Wave for each task created in Microsoft Planner

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Send invoice automatically in Wave for each task created in Microsoft Planner

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Microsoft Planner Triggers

Task

add

Task created

Wave Actions

Customer

add_business

Create customer

Find customer(s)

Invoice

add

Append line items

approval

Approve invoice

add

Create invoice

Find invoice(s)

send

Send invoice

Invoice line item

add

Create invoice line item

Product

Find product(s)

Wave Triggers

Customer

add_business

Customer created

Invoice

receipt_long

Invoice created

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 + Wave integration

Select a trigger in Microsoft Planner

Select an action in Wave

Create your workflow

Or automate Wave + Microsoft Planner

Select a trigger in Wave

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

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Screenshot showing how to test a step in an automated workflow in Relay.app

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