--- title: "Connect Resource Planner to Marketing 360 - APIANT.ai" description: "When \"New Project\" fires in Resource Planner, your agent runs \"Add task\" in Marketing 360." canonical: "https://apiant.ai/connect/resource-planner-to-marketing-360" --- # Connect Resource Planner to Marketing 360 When **New Project** fires in [Resource Planner](https://apiant.ai/connections/resource-planner), your agent runs **Add task** in [Marketing 360](https://apiant.ai/connections/marketing-360). Describe the whole flow and it is built, tested on every scenario and kept running. Resource Planner **2** triggers Resource Planner **11** actions Marketing 360 **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Resource Planner and Marketing 360 to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Resource Planner can start in Marketing 360 - When **New Project** in Resource Planner then **Add task** in Marketing 360 - When **New Resource** in Resource Planner then **Update task** in Marketing 360 Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Resource Planner and Marketing 360 ## Triggers and actions 2 triggers · 25 actions - 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. - Action **Add task** Adds a new task to the Marketing 360 CRM and returns the new task's id. - Action **CRM - Create or Update Contact** Updates the contact matching the given email or phone, or creates a new contact when none matches. Returns the contact's id and whether it was created or updated. - Action **CRM - Create or Update Lead** Creates a lead under a lead source, or updates the existing lead with the same email address. Returns the lead's id, timestamps and lead source. - Action **CRM - Get Contact ID by Phone** Returns the ID of the CRM contact that has the given phone number, and whether a contact was found. - Action **CRM - Update Contact by ID** Updates an existing Marketing 360 CRM contact by ID, changing only the name, email, phone, statuses, types and custom fields you fill in. - Action **Delete contact** Deletes a contact from the Marketing 360 CRM by its ID. - Action **Find contacts by filters** Returns the contacts in your Marketing 360 CRM that match the filters you specify, such as a name, email or phone number. - Action **Get contact** Returns a single CRM contact by its ID, including its source, assignees, types, statuses, tags and custom field values. - Action **List assignees** Returns the users in the Marketing 360 account who can be assigned to a CRM contact, with each user's name and username. - Action **List contacts** Returns all contacts in the Marketing 360 account's CRM. - Action **List contact sources** Returns the contact sources set up in the Marketing 360 CRM account, each with its id and name. - Action **List contact statuses** Returns the contact statuses defined in the Marketing 360 CRM account, with each status's id and name. - Action **List custom fields** Returns the custom fields defined on the Marketing 360 CRM account, including each field's name, type and any nested child fields. - Action **Update task** Updates an existing CRM task in Marketing 360, changing only the details you provide, and returns the task's id with a confirmation message. ## Each app on its own - [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner) - [ **Marketing 360** Marketing 360® is an all-in-one marketing platform with the tools you need to scale and the marketing...](https://apiant.ai/connections/marketing-360) Reviews ## What our customers say ## More from Resource Planner - [ **Resource Planner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/resource-planner-to-salesforce) - [ **Resource Planner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/resource-planner-to-slack) - [ **Resource Planner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/resource-planner-to-stripe) - [ **Resource Planner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/resource-planner-to-shopify) - [ **Resource Planner to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/resource-planner-to-trello) - [ **Resource Planner to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/resource-planner-to-zoom) ## More into Marketing 360 - [ **HubSpot to Marketing 360** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-marketing-360) - [ **Salesforce to Marketing 360** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-marketing-360) - [ **Slack to Marketing 360** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-marketing-360) - [ **Google Sheets to Marketing 360** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-marketing-360) - [ **Gmail to Marketing 360** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-marketing-360) - [ **Google Calendar to Marketing 360** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-marketing-360) Questions ## Resource Planner and Marketing 360, answered ### ### What can start an automation from Resource Planner? Any of Resource Planner's 2 triggers in the catalog, including New Project and New Resource. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Marketing 360 when something happens in Resource Planner? Any of Marketing 360's 14 actions, including Update task, Add task, CRM - Create or Update Contact and CRM - Create or Update Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Marketing 360 to Resource Planner? Marketing 360 has no triggers in the catalog today, so automations start in Resource Planner. If you need the other direction, ask: your agent reads Marketing 360's API documentation and adds it. ### ### Do I have to build a connector for Resource Planner or Marketing 360? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Resource Planner and Marketing 360 without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.