Connect Planable and Office 365
Integrate Planable with Office 365 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Event in Office-365 when When a new post is created in Planable
Update Contact in Office-365 when When a new post is created in Planable
Create Draft Email in Office-365 when When a post becomes fully approved in the workspace in Planable
Delete Event in Office-365 when When a post becomes fully approved in the workspace in Planable
Create Draft Email in Office-365 when When a post is published in Planable
Popular Planable + Office 365 flows
Start from a real workflow other teams are already running.
Choose a trigger
Planable
When this happens...
When a new post is created
When a post becomes fully approved in the workspace
When a post is published
Choose an action
Office 365
Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
Delete Event in Office-365 when When a new post is created in Planable
Use this flowUpdate Contact in Office-365 when When a new post is created in Planable
Use this flowCreate Draft Email in Office-365 when When a post becomes fully approved in the workspace in Planable
Use this flowDelete Event in Office-365 when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Draft Email in Office-365 when When a post is published in Planable
Use this flowUpdate Contact in Office-365 when When a post is published in Planable
Use this flowUpdate Post in Planable when New Contact in Office 365
Use this flowCreate Campaign in Planable when New Contact in Office 365
Use this flowUpdate Campaign in Planable when New Contact in Office 365
Use this flowView Campaign Details in Planable when New Contact in Office 365
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and Office 365.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
New Contact
Triggers when new contact is created.
Do thisActions
Action is the task that follows automatically within your Planable integrations.
Create Post
Creates a new social media post in Planable.
Add Comment to Post
Add a comment to a post for review or collaboration.
Update Post
Edit a Planable post's text, schedule, media, labels, and publishing options.
Create Campaign
Create a campaign to group content, manage approvals, and schedule posts.
Update Campaign
Update a campaign’s details such as name, status, dates, color, icon, and links.
View Campaign Details
Retrieve campaign details including name, status, posts, schedule, and approval settings.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Planable and Office 365 workflows.
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About Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
About Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planable and Office 365 accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Planable and Office 365 as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Office 365. No coding required.
Yes. You can set up a workflow where Planable triggers actions in Office 365, and a separate workflow where Office 365 triggers actions in Planable. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Planable and Office 365. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable and Office 365 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
