Connect Disco and Resource Planner

Both apps 32Disco 19Resource Planner 13

• Trigger
  Pathway Added

  Triggers when a new pathway is created in your Disco academy.

• Trigger
  Pathway Updated

  Triggers when a pathway is created or its details change in your Disco academy.

• Trigger
  Product Added

  Triggers when a new Program (called Product in the API) is created in your Disco academy.

• Trigger
  Product Updated

  Triggers when a Program is created or its details change in your Disco academy.

• Trigger
  User Joined Pathway

  Triggers when a member joins the selected Disco pathway.

• Trigger
  User Joined Product

  Triggers when a member joins the selected Disco Program.

• Action
  Activate a User

  Reactivates a member who was deactivated in your Disco academy.

• Action
  Add User to a Pathway

  Adds an existing member directly to a Disco pathway, skipping registration.

• Action
  Add User to a Product

  Adds an existing member directly to a Disco Program, skipping registration.

• Action
  Add User to Community

  Adds a member to your Disco academy, or returns the existing member with that email.

• Action
  Deactivate a User

  Deactivates an active member in your Disco academy.

• Action
  Fetch a User Profile

  Returns one member's profile by their Disco member ID.

• Action
  Get Login Link for User

  Returns a magic login link for an existing Disco member.

• Action
  Invite User to a Pathway

  Invites a person by email to a Disco pathway.

• Action
  Invite User to a Product

  Invites a person by email to a Disco Program.

• Action
  Remove User From a Group

  Removes a member from a Disco Member Group and its subgroups.

• Action
  Remove User From a Pathway

  Unenrolls a member from a Disco pathway.

• Action
  Remove User From a Product

  Unenrolls a member from a Disco Program.

• Action
  Remove User From Community

  Removes a member and all their activity from your Disco academy.

• 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.