Connect Corymbus and Resource Planner

Both apps 24Corymbus 11Resource Planner 13

• Trigger
  New Activity

  Triggers when a new activity is created in Corymbus, optionally limited to activities linked to a given account, contact or opportunity, or owned by a given user.

• Trigger
  New Contact

  Triggers when a new contact is created in Corymbus, optionally limited to contacts matching a name, account, activity, opportunity, group or owner.

• Action
  Add activity

  Creates a new activity (task, call, meeting, note or email) in Corymbus and returns the created activity.

• Action
  Connect entities

  Connects two Corymbus records together, for example an opportunity to an activity or a contact to an account.

• Action
  Create Account

  Creates a new account (company) in Corymbus CRM and returns the created account.

• Action
  Create Contact

  Creates a new contact (person) in Corymbus, optionally linked to an account, and returns the created contact.

• Action
  Create Opportunity

  Creates a new opportunity (deal) in Corymbus, optionally linked to an account, with an amount, status and expected close date.

• Action
  Find Account

  Finds accounts whose name contains the given text, optionally limited to an owner or a connected activity, and returns the matches.

• Action
  Find activities

  Returns the activities whose name contains the text you give, optionally narrowed to an account, contact, opportunity, owner or late activities.

• Action
  Find contacts

  Returns the Corymbus contacts whose first or last name contains the text you give, optionally narrowed by account, activity, opportunity, group or owner.

• Action
  Find opportunities

  Returns the opportunities whose name contains the text you specify, optionally narrowed by account, contact, activity, owner or expected close period.

• 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.