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Connect Salesforce to Microsoft 365 Planner

Use 10 documented Salesforce triggers to run 5 documented Microsoft 365 Planner actions.

10 source triggers
5 target actions
Reverse direction supported
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Why Connect Salesforce & Microsoft 365 Planner?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Microsoft 365 Planner action

Send the event into one of 5 documented actions, such as Create Bucket, Create Plan, Create Task.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Microsoft 365 Planner logo

Microsoft 365 Planner

Triggers (3)

New Plan Created

Emit new event when a new Plan is created in Microsoft 365 Planner

polling
New Task Assigned to User

Emit new event when a Task is assigned to the authenticated user in Microsoft 365 Planner. See the documentation

polling
New Task Created

Emit new event when a new Task is created in Microsoft 365 Planner

polling

Actions (5)

Create Bucket

Create a new bucket in Microsoft 365 Planner. See the documentation

Create Plan

Create a new plan in Microsoft 365 Planner. See the documentation

Create Task

Create a new task in Microsoft 365 Planner. See the documentation

List User Tasks

List all user tasks in Microsoft 365 Planner. See the documentation

Update Task

Updates a task in Microsoft 365 Planner. See the documentation

Integration Features

10 documented Salesforce triggers
5 documented Microsoft 365 Planner actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Microsoft 365 Planner to Salesforce direction

Capability Examples

Salesforce trigger → Microsoft 365 Planner action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

Microsoft 365 PlannerMicrosoft 365 Planner

Create Bucket

Microsoft 365 Planner trigger → Salesforce action

Reverse direction
Microsoft 365 PlannerMicrosoft 365 Planner

New Plan Created

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Microsoft 365 Planner accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Microsoft 365 Planner operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 5 documented Microsoft 365 Planner actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Microsoft 365 Planner to Salesforce for bidirectional automation

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