--- title: "Connect Resource Planner to Orshot - APIANT.ai" description: "When \"New Project\" fires in Resource Planner, your agent runs \"Add brand image\" in Orshot." canonical: "https://apiant.ai/connect/resource-planner-to-orshot" --- # Connect Resource Planner to Orshot When **New Project** fires in [Resource Planner](https://apiant.ai/connections/resource-planner), your agent runs **Add brand image** in [Orshot](https://apiant.ai/connections/orshot). Describe the whole flow and it is built, tested on every scenario and kept running. Resource Planner **2** triggers Resource Planner **11** actions Orshot **6** 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 Orshot 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 Orshot - When **New Project** in Resource Planner then **Add brand image** in Orshot - When **New Resource** in Resource Planner then **Render From Template** in Orshot 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 Orshot ## Triggers and actions 2 triggers · 17 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 brand image** Uploads an image to your Orshot workspace's brand assets from a URL or base64 data. - Action **Get render job** Get one async render job by its ID, including its status and, once finished, its result or error. - Action **List brand images** Lists the brand images in your Orshot workspace, optionally filtered by tags or scoped to one embed user. - Action **List render jobs** Returns all async render jobs in the workspace, newest first, optionally filtered by status. - Action **Render From Template** Renders an image or PDF from an Orshot utility (library) template such as Website Screenshot or Tweet Image. - Action **Start async render** Starts rendering a Studio template in the background (image, PDF or video) and returns a render job immediately. Collect the finished file by checking the job or via a webhook. ## 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) - [ **Orshot** Orshot is a marketing asset generation and automation service](https://apiant.ai/connections/orshot) 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 Orshot - [ **HubSpot to Orshot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-orshot) - [ **Salesforce to Orshot** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-orshot) - [ **Slack to Orshot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-orshot) - [ **Google Sheets to Orshot** Google Sheets](https://apiant.ai/connect/google-sheets-to-orshot) - [ **Gmail to Orshot** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-orshot) - [ **Google Calendar to Orshot** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-orshot) Questions ## Resource Planner and Orshot, 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 Orshot when something happens in Resource Planner? Any of Orshot's 6 actions, including Add brand image, Get render job, List brand images and List render jobs. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Orshot to Resource Planner? Orshot has no triggers in the catalog today, so automations start in Resource Planner. If you need the other direction, ask: your agent reads Orshot's API documentation and adds it. ### ### Do I have to build a connector for Resource Planner or Orshot? 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 Orshot 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.