Planner-Zapier

A Zapier integration for Microsoft planner.

If this is something you would find helpful you can get access to the app via the invite link https://zapier.com/platform/public-invite/1754/ede4dcddff02f9fec29ac3bc6b3829d8/

Setting up Office 365

To set this up in Office 365 you will need to create an app in Microsoft Entra. This connector is designed to use app-only access. This artical goes over how to setup the app.

https://learn.microsoft.com/en-us/graph/auth-v2-service?tabs=http

The app will need these premission

• Directory.ReadWrite.All
• Group.ReadWrite.All
• Tasks.ReadWrite.All
• User.Read

You will use the AppId, client secret, and the tenant id to setup the connection in Zapier.

Actions

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Most of the parameters for these actions can take either the ID or the human readable display names

Create a Task

• Group (id, displayName)
• Plan (id, title)
• Bucket (id, name)
• Title
• Assignee (id, email, name)
• StartDate
• DueDate

Update a Task

• Group (id, displayName)
• Plan (id, title)
• Bucket (id, name)
• Task (id, title )
• Task_ETag (This is the etag that is currently on the task. You will need to pull by doing a search on for the tasks)
• Title
• StartDate
• DueDate
• PercentComplete
• Task_Details_Etag (This is the etag that is currently on the task detail. You will need to pull by doing a search on for the tasks)
• Description

Create Bucket

• Group (id, displayName)
• Plan (id, title)
• name

Create Plan

• Group (id, displayName)
• name

Searchs

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Find a Task

• Group (id, displayName)
• Plan (id, title)
• Title
• Description

Triggers

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New Task

New Bucket

New Plan

New Group