--- title: "Connect Myphoner and Resource Planner - APIANT.ai" description: "When \"Lead updated (instant)\" fires in Myphoner, your agent runs \"Create Project\" in Resource Planner." canonical: "https://apiant.ai/connect/myphoner-to-resource-planner" --- # Connect Myphoner and Resource Planner When **Lead updated (instant)** fires in [Myphoner](https://apiant.ai/connections/myphoner), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner), or **New Project** in Resource Planner to **Create Lead** in Myphoner. Describe the whole flow and it is built, tested on every scenario and kept running. Myphoner **11** triggers Myphoner **14** actions Resource Planner **2** triggers Resource Planner **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Myphoner and Resource Planner to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Myphoner and Resource Planner can do together ### From Myphoner to Resource Planner - When **Lead updated (instant)** in Myphoner then **Create Project** in Resource Planner - When **New call (instant)** in Myphoner then **Update project** in Resource Planner ### From Resource Planner to Myphoner - When **New Project** in Resource Planner then **Create Lead** in Myphoner - When **New Resource** in Resource Planner then **Update Lead** in Myphoner Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Myphoner and Resource Planner ## Triggers and actions 13 triggers · 25 actions - Trigger **Archived Lead** Triggers when a lead is archived (marked 'archive'). - Trigger **Call Back** Triggers when a lead is marked for 'call back'. - Trigger **Lead updated (instant)** Fires when a lead's information is updated by an agent (webhook event: lead_updated). - Trigger **Lost Lead** Triggers when a lead is lost (marked 'loser'). - Trigger **New call (instant)** Fires when a new call is conducted (webhook event: new_call). - Trigger **New call recording (instant)** Fires when a new call recording becomes available (webhook event: new_recording). - Trigger **New comment (instant)** Fires when a new comment is created for a lead (webhook event: new_comment). - Trigger **New lead (instant)** Fires when a new lead is created in Myphoner (webhook event: lead_created). - Trigger **New Winner** Triggers when a lead is won. - Trigger **Text message received (instant)** Fires when a text message is received from a lead (webhook event: inbound_text). - Trigger **Text message sent (instant)** Fires when a text message is sent to a lead (webhook event: text). - Action **Archive a lead** Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later. - Action **Create a list** Creates a new lead list in Myphoner, optionally defining its columns. - Action **Create Lead** Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list. - Action **Find Lead** Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists. - Action **Get a lead** Returns one Myphoner lead by its ID, including every column defined on the lead's list. - Action **Get a list** Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state. - Action **List leads** Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order. - Action **List lists** Returns every lead list in the Myphoner account, with each list's name, ID and lead count. - Action **Mark Lead as Loser** Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later. - Action **Mark Lead as Winner** Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later. - Action **Mark Lead for Call Back** Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back. - Action **Move a lead to another list** Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue. - Action **Search for Lead** Searches Myphoner leads for your text and returns every match, optionally limited to certain lists. - Action **Update Lead** Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list. - 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. ## Each app on its own - [ **Myphoner** Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a...](https://apiant.ai/connections/myphoner) - [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner) Reviews ## What our customers say ## More from Myphoner - [ **Myphoner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/myphoner-to-salesforce) - [ **Myphoner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/myphoner-to-slack) - [ **Myphoner to Google Sheets** Google Sheets](https://apiant.ai/connect/myphoner-to-google-sheets) - [ **Myphoner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/myphoner-to-stripe) - [ **Myphoner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/myphoner-to-shopify) - [ **Myphoner to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/myphoner-to-quickbooks-online) ## More into Resource Planner - [ **HubSpot to Resource Planner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resource-planner) - [ **Google Sheets to Resource Planner** Google Sheets](https://apiant.ai/connect/google-sheets-to-resource-planner) - [ **Gmail to Resource Planner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resource-planner) - [ **Google Calendar to Resource Planner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resource-planner) - [ **Google Drive to Resource Planner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resource-planner) - [ **Mailchimp to Resource Planner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resource-planner) Questions ## Myphoner and Resource Planner, answered ### ### What can start an automation from Myphoner? Any of Myphoner's 11 triggers in the catalog, including Lead updated (instant), New call (instant), New call recording (instant) and New comment (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Resource Planner when something happens in Myphoner? Any of Resource Planner's 11 actions, including Create Assignment, Create Project, Create Resource and Update assignment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Resource Planner to Myphoner? Yes. When something happens in Resource Planner, your agent can act in Myphoner too. This page covers both directions: Resource Planner's triggers and Myphoner's actions are listed here as well. ### ### Do I have to build a connector for Myphoner or Resource Planner? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Myphoner and Resource Planner without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.