Connect Easy Project to intelliHR

Both apps 27Easy Project 14intelliHR 13

• Trigger
  New Project

  Triggers when a new project is created in Easy Project.

• Trigger
  New Task

  Triggers when a new task is created in Easy Project.

• Trigger
  Task Comments Web Hook Trigger

  Triggers when a comment is added to a task in Easy Project.

• Action
  Create Planned Project Expense

  Creates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date.

• Action
  Create Project

  Creates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values.

• Action
  Create Project Expense

  Creates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields.

• Action
  Create Project Income

  Creates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields.

• Action
  Create Task

  Creates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values.

• Action
  Create Time Entry

  Logs spent time in Easy Project against a project, and optionally a task, for a user on a given date.

• Action
  Find Project

  Returns the projects whose details match the search text you supply.

• Action
  Get Planned Project Expense

  Returns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags.

• Action
  Get Project Expense

  Returns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags.

• Action
  Get Project Income

  Returns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags.

• Action
  Update Task

  Updates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it.

• Action
  Create Business Unit

  Creates a new business unit in intelliHR and returns the created business unit, including its custom field values.

• Action
  Create Training

  Creates a training record for a person in intelliHR, with its provider, type, status, cost, hours and completion date.

• Action
  Create User

  Creates a login user for an existing person who does not already have one, and returns the new user.

• Action
  Find Job

  Finds jobs matching the person, email, employee number, job title, status or other criteria you supply.

• Action
  Find Person

  Finds people in intelliHR matching a name, primary email address, employee number, intelliHR ID or job, and returns the matching people with their details.

• Action
  Get job

  Returns a single job by its ID, including its person, position, location, business unit, remuneration schedule and custom fields.

• Action
  Get person

  Returns a single person record from intelliHR, including contact details, jobs and custom field values.

• Action
  List jobs

  Returns jobs in intelliHR as at the current date, optionally filtered by person, job name, status, work type and more.

• Action
  List people

  Returns the people in your intelliHR account, optionally filtered by job, email, employee number, name, recent updates or extended-leave status.

• Action
  Set Job End Date

  Sets the end date on a job and, unless told not to, finalises the job's termination with a turnover type and reason.

• Action
  Update Business Unit

  Updates an existing business unit's name, code, notes, parent, enabled status and custom field values.

• Action
  Update User

  Updates an existing intelliHR user account — enable or disable sign-in, change the username, set when full access begins, or issue onboarding.

• Action
  Upload Person Document

  Uploads a file to a person's documents in intelliHR and marks the upload as successful. Returns the new document's id, filename and upload status.

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