Connect Resource Planner to Simpro

Both apps 26Resource Planner 13Simpro 13

• 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
  Create Company Customer

  Creates a company customer in Simpro and returns its ID.

• Action
  Create Contact

  Creates a contact in Simpro and returns its ID.

• Action
  Create Individual Customer

  Creates an individual (person) customer in Simpro and returns its ID.

• Action
  Create Site

  Creates a site (a customer location) in Simpro and returns its ID.

• Action
  Find Company Customer

  Finds company customers in Simpro by company name and returns the matches.

• Action
  Find Contact

  Finds contacts in Simpro by last name and returns the matches.

• Action
  Find Individual Customer

  Finds individual customers in Simpro by last name and returns the matches.

• Action
  Find Job

  Finds jobs in Simpro by name and returns the matches.

• Action
  Find Quote

  Finds quotes in Simpro by name and returns the matches.

• Action
  Find Schedule

  Finds schedules in Simpro by date (YYYY-MM-DD) and returns the matches.

• Action
  Find Site

  Finds sites in Simpro by name and returns the matches.

• Action
  Update Company Customer

  Updates an existing company customer in Simpro.

• Action
  Update Job

  Updates an existing Simpro job's details.

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