Connect Resource Planner to PDF Generator API

Both apps 29Resource Planner 13PDF Generator API 16

• 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 form

  Create a new form.

• Action
  Add template

  Creates a new template in the workspace of the connected account. Leave the layout and pages blank to create an empty template you can design later in the editor.

• Action
  Add workspace

  Creates a regular workspace with the identifier you supply.

• Action
  Convert HTML to PDF

  Converts HTML content to a PDF document and returns it base64-encoded.

• Action
  Convert URL to PDF

  Convert a web page URL to a PDF.

• Action
  Delete document

  Delete a stored document from PDF Generator API's Document Storage.

• Action
  Delete template

  Deletes a template from the workspace.

• Action
  Generate document

  Merges a template with your data and returns the generated document as base64 content or a temporary public URL.

• Action
  Generate QR code

  Generate a QR code image asset.

• Action
  Get document

  Returns a document stored in Document Storage: its public URL and file details.

• Action
  Get template

  Returns the configuration of a template: name, tags, draft status, layout, pages and components, data settings and editor preferences.

• Action
  List documents

  Lists documents generated and stored in PDF Generator API (only documents generated with the URL/storage output option). Optionally filter by template and date range.

• Action
  List forms

  Returns the forms available for the organization.

• Action
  List templates

  Retrieve all templates in the workspace.

• Action
  List workspaces

  Returns the workspaces in your PDF Generator API organization.

• Action
  Update template

  Replaces a template's configuration. Layout and pages are replaced as a whole, not merged.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.