Connect Convenia and Resource Planner

Both apps 31Convenia 18Resource Planner 13

• Trigger
  New Admission

  Triggers when a new employee is admitted in Convenia.

• Trigger
  New Dismissal

  Triggers when an employee is dismissed in Convenia.

• Trigger
  New Salary Change

  Triggers when a new salary history entry is added for an employee.

• Trigger
  New Vacation Approved

  Triggers when a new vacation request appears for an employee.

• Action
  Create Cost Center

  Creates a cost center.

• Action
  Create Department

  Creates a department.

• Action
  Create Job

  Creates a job position with its CBO occupation code.

• Action
  Delete Department

  Deletes a department and moves its employees to another department.

• Action
  Get Employee

  Returns one employee's profile by ID.

• Action
  Get Employee Salary History

  Returns an employee's salary history entries.

• Action
  List Cost Centers

  Returns the company's cost centers.

• Action
  List Departments

  Returns the company's departments.

• Action
  List Dismissed Employees

  Returns dismissed employees with their dismissal details, optionally limited to a date range.

• Action
  List Employees

  Returns the company's employees, with their department, job and cost center.

• Action
  List Employee Vacation Requests

  Returns an employee's vacation requests and their approval status.

• Action
  List Jobs

  Returns the company's job positions with their CBO codes.

• Action
  Update Department

  Renames a department.

• Action
  Update Employee

  Updates an employee's name, registration number, corporate email or social name.

• Trigger
  New Project

  Triggers when a new project is created in the workspace.

• Trigger
  New Resource

  Triggers when a new resource (person) is added to the Resource Planner workspace.

• Action
  Create Assignment

  Creates an assignment that books a resource on a project for a date range, optionally with a linked task.

• Action
  Create Project

  Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates.

• Action
  Create Resource

  Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role.

• Action
  Delete assignment

  Removes an assignment from the Resource Planner schedule.

• Action
  Delete project

  Deletes a project and all of its assignments.

• Action
  Delete resource

  Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments.

• Action
  Find Project

  Returns the projects whose ID matches, or whose title or note contains, the search text.

• Action
  Find Resource

  Returns the resources (people) in your workspace whose ID, name, email or note matches the search text.

• Action
  Update assignment

  Updates an existing assignment in Resource Planner — its date range, hours per day, note, project or resource, or linked task details. Fields left blank are not changed.

• Action
  Update project

  Updates an existing project's title, color, note, estimated hours, billing rate or per-person rate overrides. Only the fields you fill in are changed.

• Action
  Update resource

  Updates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.