Connect Magentrix and Resource Planner

Both apps 23Magentrix 10Resource Planner 13

• Trigger
  Entity Records Updated

  Triggers when a record in the entity of your choice is updated.

• Trigger
  New Document Added

  Triggers when a new document is added to the Magentrix document library.

• Trigger
  New Entity Records Added

  Triggers when a new record is added to the entity of your choice.

• Action
  Create Entity Record

  Creates a new record of your chosen Entity Type (for example a Contact or Account) and returns its ID.

• Action
  Delete Entity Record

  Deletes a record of your chosen Entity Type. Native Magentrix records go to the recycle bin for 30 days.

• Action
  Get Entity Record

  Returns one record of your chosen Entity Type by its ID.

• Action
  Update an Existing File

  Updates an existing document, attachment or Salesforce file — its details, or a new version from a public download link.

• Action
  Update Entity Record

  Updates fields on an existing record of your chosen Entity Type.

• Action
  Upload a New File

  Uploads a new file to the Magentrix document library, as a record attachment, or as a Salesforce file, from a public download link.

• Action
  Upsert Entity Record

  Creates a record of your chosen Entity Type, or updates the existing one whose match field (such as Email) has the same value.

• 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.