Connect NOAN and Resource Planner

Both apps 37NOAN 24Resource Planner 13

• Trigger
  Created or Updated Asset

  Triggers when an asset is created or a new version of it is saved.

• Trigger
  New Contact

  Triggers when a new contact is added to your NOAN network.

• Trigger
  New Task

  Triggers when a new task is added to your NOAN board.

• Action
  Add asset

  Creates a new content asset with its first version, optionally recording the prompt that produced it and attaching tags.

• Action
  Add Memo to Contact

  Adds a memo to an existing contact.

• Action
  Add stack

  Creates a new custom stack in NOAN with one or more blocks (topics) inside it.

• Action
  Add tag

  Creates a tag with usage instructions in NOAN, or returns the existing tag if one with the same name already exists.

• Action
  Add task comment

  Adds a comment to a task, such as a progress update, question or handoff note.

• Action
  Create Block Fact Entry

  Writes a new version of a block's fact; the previous version is kept in history.

• Action
  Create Contact

  Creates a contact in your NOAN network.

• Action
  Create Note

  Creates a note in your NOAN project.

• Action
  Create Task

  Creates a task on your NOAN board.

• Action
  Find Block

  Finds knowledge blocks by title or slug.

• Action
  Find Contact

  Finds contacts in your NOAN network by name or email.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  List assets

  Returns the content assets stored in NOAN, optionally filtered by tag and sorted by creation or update time.

• Action
  List Facts

  Returns the current verified facts, optionally for one block.

• Action
  List insights

  Returns issues NOAN found in your fact layer, such as overlapping facts, unconnected facts and missing business topics, each with a suggested fix.

• Action
  List notes

  Returns the free-standing notes in your NOAN project, such as meeting summaries and research findings.

• Action
  List stacks

  Returns the stacks in your NOAN project along with the blocks each one contains, optionally filtered by slug, title, custom-only or in-use-only.

• Action
  List tags

  Returns all tags in the NOAN project, including each tag's usage instructions for when it should be applied.

• Action
  List tasks

  Returns the tasks on the NOAN board, optionally filtered by completion, status, tag or external ID.

• Action
  Update Contact

  Updates an existing contact's details. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a task's title, details, due date or status.

• 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.