Connect Outlign and Resource Planner

Both apps 34Outlign 21Resource Planner 13

• Trigger
  Milestone Created

  Triggers when a new milestone is created.

• Trigger
  Milestone Updated

  Triggers when a milestone is updated.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Section Updated

  Triggers when a section / phase is updated.

• Trigger
  Task Completed

  Triggers when a task is marked as completed.

• Trigger
  Task Due Date Updated

  Triggers when a task's due date is updated.

• Action
  Create Client

  Creates a new client.

• Action
  Create Milestone

  creates a milestone on a project (required title, due_date YYYY-MM-DD, project_id).

• Action
  Create Project

  Creates a new project from scratch.

• Action
  Create Section

  Creates a new section / phase in a project.

• Action
  Create Task

  Creates a new task in a project.

• Action
  Find Client

  Finds a client by name.

• Action
  Find Project

  Finds a project by name within a specific client.

• Action
  Find Section

  Finds sections / phases by title within a specific project.

• Action
  Find Task

  Finds tasks by title within a specific section.

• Action
  Get Milestone

  Returns a milestone with its title, due date, description, color and project.

• Action
  Update Milestone

  updates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated.

• Action
  Update Section

  updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated.

• Action
  Update Task

  updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed.

• 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.