Connect OwnerRez and Resource Planner

Both apps 31OwnerRez 18Resource Planner 13

• Trigger
  New inquiry

  Triggers when a new inquiry is received in OwnerRez.

• Trigger
  New payment

  Triggers when a new payment is recorded on a booking in OwnerRez.

• Action
  Add guest

  Creates a new guest in OwnerRez with their name, contact details and marketing preferences.

• Action
  Add message

  Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment.

• Action
  Add quote

  Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email.

• Action
  Add Tag

  Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez.

• Action
  Booking Lookup

  Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values.

• Action
  Create Guest Updated Webhook Subscription

  Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez.

• Action
  Delete guest

  Removes a guest from your OwnerRez account.

• Action
  Guest Lookup

  Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates.

• Action
  List bookings

  Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time.

• Action
  List inquiries

  Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date.

• Action
  List payments

  Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date.

• Action
  List properties

  Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method.

• Action
  Modify Booking

  Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed.

• Action
  Property Lookup

  Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values.

• Action
  Remove Tag

  Removes a tag, by name, from an OwnerRez booking, guest, property or other record.

• Action
  Update guest

  Updates an existing guest in OwnerRez, changing only the details you fill in.

• 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.