Connect Resource Planner and Timely Time Tracking

Both apps 40Resource Planner 13Timely Time Tracking 27

• 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.

• Trigger
  New Client

  Triggered when a new client is created

• Trigger
  New or Updated Person

  Triggered when a person is created or updated in Timely

• Trigger
  New or Updated Project

  Triggers when a project is created or updated.

• Trigger
  New or Updated Time Entry

  Triggers when time entries are created or updated.

• Trigger
  New Project

  Triggered when a new project is created

• Trigger
  New Time Entry

  Triggered when a new time entry is created

• Trigger
  New Workspace

  Triggers when a workspace is created.

• Trigger
  Project Updated (Only Admin Users)

  Triggers when any project is updated in Timely. Fires for ALL project changes (name, budget, rate, archive, labels, users, etc. Can only be used by Timely Admin users. WARNING: avoid chaining this trigger to actions that write back to the same project (e. g. via "Update Project Name") in the source system without a guard — that can create an infinite update loop.

• Action
  Add tag

  Create a tag.

• Action
  Create Client

  Creates a Client

• Action
  Create Person

  Creates a new person in the workspace.

• Action
  Create Project

  Creates a project.

• Action
  Create Task

  Creates a task.

• Action
  Delete project

  Delete a project.

• Action
  Delete time entry

  Delete a time entry.

• Action
  Find Client

  Returns the clients in a Timely workspace whose name matches the given text.

• Action
  Find Project

  Returns the projects whose name contains the specified text.

• Action
  Find Tag List and Tag

  Finds a tag list and a specific tag if specified.

• Action
  Find time entries by criteria

  Search time entries by date range, user, project.

• Action
  Find User

  Finds a User

• Action
  Get Task

  Retrieves a single task (forecast) by its id.

• Action
  Log Time Entry

  Logs a new time entry against a project.

• Action
  Start timer

  Start the timer on a time entry.

• Action
  Stop timer

  Stop the running timer on a time entry.

• Action
  Update client

  Update a client.

• Action
  Update Project Name

  Updates only the name of an existing project. Look up the project by Timely Project ID or by External ID (recommended when the source-of-truth system stores the Timely external_id, e.g. NetSuite).

• Action
  Update time entry

  Update a logged time entry.

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