Connect Outplay and Resource Planner

Both apps 29Outplay 16Resource Planner 13

• Trigger
  New Account

  Triggers when a new account (company) is created in Outplay.

• Trigger
  New Prospect

  Triggers when a new prospect is created in Outplay.

• Trigger
  Prospect Note Added

  Triggers when a new note is added to a given Outplay prospect.

• Trigger
  Updated Prospect

  Triggers when a prospect is created or its details change in Outplay.

• Action
  Add Account

  Creates an account (company) in Outplay.

• Action
  Add Prospects to Sequence

  Adds a prospect to an Outplay sequence on behalf of a user.

• Action
  Create Note

  Adds a note to an Outplay prospect.

• Action
  Create Task

  Creates a pending task for an Outplay prospect, assigned to a user.

• Action
  Delete Account

  Deletes an Outplay account (company).

• Action
  Delete Prospect

  Deletes an Outplay prospect.

• Action
  Find Prospects

  Finds Outplay prospects whose email contains the text you give.

• Action
  Get Account

  Returns one Outplay account (company) by its ID.

• Action
  Log Call

  Logs a phone call against an Outplay prospect.

• Action
  Opt Out Prospect

  Marks an Outplay prospect as opted out so they receive no further sequence emails.

• Action
  Save Prospect

  Creates a prospect in Outplay, or updates the existing prospect with the same email.

• Action
  Update Prospect

  Updates an existing Outplay prospect; only the fields you supply are changed.

• 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.