Skip to content
Microsoft 365 Planner logo

Microsoft 365 Planner integration

Microsoft 365 Planner is part of the Microsoft 365 suite, offering lightweight task and bucket-based planning for teams. This integration supports creating plans, buckets, tasks, fetching them, deleting them, and custom API calls. Use Microsoft 365 Planner from Zoft voice agents, chat agents, workflows and AI employees.

Get early accessTalk to sales
  1. Starts withNew Task Created
  2. ZoftAgent or workflow decides what happens next
  3. Then in Microsoft 365 PlannerCreate Plan
  4. AndCreate Task
Illustrative flow built from Microsoft 365 Planner’s real triggers and actions.

Zoft + Microsoft 365 Planner

What Zoft can do with Microsoft 365 Planner.

  • 01Voice agentsA phone agent can use Microsoft 365 Planner actions such as Create Plan and Create Task during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Microsoft 365 Planner while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Task Created” happens in Microsoft 365 Planner, or use Microsoft 365 Planner as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Microsoft 365 Planner actions on its own, and ask for your approval before it sends or changes anything important.

Actions 12

Things Zoft can do in Microsoft 365 Planner.

  • Find TaskFind task by fields.
  • Find a PlanFinds a plan by field.
  • Create PlanCreate a new planner plan
  • Create TaskCreate a new planner task with title, assignments, due date, etc.
  • Delete TaskRemove a specific task by ID.
  • Get a BucketRetrieve details about a specific bucket.
  • Update Planmodify metadata of a plan (e.g. title changes).
  • Update TaskModify existing task fields: title, due date, assignments, descriptions.
  • Create BucketCreate a bucket (category) under a plan.
  • Delete BucketDelete an existing bucket.
Show all 12
  • Update BucketModify bucket’s name or properties.
  • Custom API CallMake a custom API call to a specific endpoint

Triggers 3

Events in Microsoft 365 Planner that can start a workflow.

  • New Plan CreatedTriggers when a new Plan is created in Microsoft 365 Planner.
  • New Task CreatedTriggers when a new Task is created in Microsoft 365 Planner.
  • New Task Assigned to UserTriggers when a Task is assigned to the authenticated user in Microsoft 365 Planner.

Setup

Connect Microsoft 365 Planner in three steps.

  1. 01ConnectChoose Microsoft 365 Planner in Connections and approve access in the Microsoft 365 Planner sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Microsoft 365 Planner as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More more apps integrations.

See all in More apps

FAQ

Microsoft 365 Planner on Zoft, answered.

What can Zoft do with Microsoft 365 Planner?

Zoft supports 12 actions and 3 triggers for Microsoft 365 Planner. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Microsoft 365 Planner to Zoft?

Choose Microsoft 365 Planner in Connections and approve access in the Microsoft 365 Planner sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Microsoft 365 Planner?

Yes. Once Microsoft 365 Planner is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Microsoft 365 Planner without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Microsoft 365 Planner to work in your operation.

Get early accessTalk to sales