Connect Pipefy and Resource Planner

Both apps 30Pipefy 17Resource Planner 13

• Trigger
  Done Card

  Triggers when a card is done.

• Trigger
  Moved Card

  Triggers when a card is moved.

• Trigger
  New Card

  Triggers when a new card is created.

• Trigger
  New Database Record

  Triggers when a new record is created.

• Trigger
  Updated Card Field

  Triggers when a card field is updated.

• Trigger
  Updated Record Field

  Triggers when a record field is updated.

• Action
  Create Card

  Creates a card in a Pipefy pipe, filling in its start form fields.

• Action
  Create Record

  Creates a new table record.

• Action
  Delete Card

  Permanently deletes a card from its pipe.

• Action
  Delete Database Record

  Delete a database table record by ID via the GraphQL `deleteTableRecord(input: {id})` mutation.

• Action
  Find Card

  Returns the cards in a pipe whose chosen field matches the specified value.

• Action
  Find Database Records

  Find a database records by title.

• Action
  Get Card

  Retrieves a single Pipefy card by its id, including its phase, pipe, assignees, labels, attachments and field values.

• Action
  Get Database Record

  Fetch a single database table record by ID via the GraphQL `table_record(id: ID)` query.

• Action
  Move Card

  Moves a Pipefy card to another phase of its pipe.

• Action
  Update Card Field

  Sets a new value on one field of an existing Pipefy card.

• Action
  Update Database Record

  Update a database table record's title/fields via the GraphQL `updateTableRecord(input: {id, title})` mutation.

• 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.