Connect Resource Planner to Saleshandy

Both apps 31Resource Planner 13Saleshandy 18

• 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 an Outcome to a Prospect

  Add an outcome to the prospect in Saleshandy

• Action
  Add sequence

  Create a sequence. Docs: /api-reference/sequences/list-post.

• Action
  Add sequence step

  Create a sequence step. Docs: /api-reference/sequences/steps-post.

• Action
  Assign a Tag to a Prospect

  Assign a tag to a prospect in Saleshandy

• Action
  Blacklist a Domain

  Blacklist a domain in Saleshandy

• Action
  Create Prospect/Add Prospect to Sequence

  create prospects in saleshandy

• Action
  Get Prospect Sequence History

  returns each sequence the prospect is in with its status (Replied, Unsubscribed, Paused, Finished, Active) and flags.

• Action
  List prospect notes

  Get notes for a prospect. Docs: /api-reference/prospects/notes.

• Action
  List prospects

  /v1/prospects (x-api-key header). Paginated list with search, page, pageSize, sort, sortBy.

• Action
  List sequence steps

  Get steps of a sequence. Docs: /api-reference/sequences/steps.

• Action
  Mark Prospect as Finished

  Change the status of the prospect to finished in Saleshandy

• Action
  Mark Prospect as Paused

  Change the status of the prospect to paused in Saleshandy

• Action
  Mark Prospect as Replied

  Change the status of the prospect to replied in Saleshandy

• Action
  Mark Prospect as Resume

  Change the status of the prospect to resume in Saleshandy

• Action
  Unassign tag from prospect

  Unassign tags from prospects. Docs: /api-reference/prospects/tags-un-assign.

• Action
  Unsubscribe prospect

  Unsubscribe prospects. Docs: /api-reference/prospects/unsubscribe and /contacts-unsubscribe.

• Action
  Update prospect

  Update a prospect attribute value. Docs: /api-reference/prospects/attribute-post.

• Action
  Update sequence settings

  Update sequence settings (PATCH). Docs: /api-reference/sequences/settings-patch.

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