Connect Resource Planner to Virtualbadge.io

Both apps 29Resource Planner 13Virtualbadge.io 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 credential collection

  Creates a credential collection that groups certificates and badges.

• Action
  Create a Training

  Creates a training in Virtualbadge.io that participants can be added to and issued certificates from.

• Action
  Delete recipient

  Deletes a recipient from a certificate or badge.

• Action
  Get certificate

  Returns a certificate or badge by its ID, including its name, status, issuer, recipient count, dynamic fields and metadata.

• Action
  Get credential collection

  Returns one credential collection by its id, including its name, sharing setting and the credentials in it.

• Action
  Get recipient

  Returns a recipient of a certificate by ID, including their details, email status and certificate links.

• Action
  Get training

  Returns a single training by its ID, including its status, date, trainer, certificates, collections and form details.

• Action
  List certificates

  Returns the certificates and badges in your organisation, newest first, optionally filtered by type, status, shared collection or user access.

• Action
  List credential collections

  Returns the credential collections in your organisation, most recently added first, optionally filtered by shared status or by a user's access.

• Action
  List recipients

  Returns the certificate and badge recipients in your organisation, most recently added first, optionally filtered by certificate, email status, email or a metadata value.

• Action
  List training participants

  Returns the participants of a training, most recently added first, with their status, form answers, dynamic fields and metadata.

• Action
  List trainings

  Returns all trainings in your organisation, with the most recently added first.

• Action
  Revoke recipient

  Revokes a recipient's certificate so it can no longer be validated or distributed. Revocation is final, and the updated recipient is returned.

• Action
  Send email to recipient

  Sends the certificate email to a recipient and returns the updated recipient. Emails cannot be sent to voided, revoked or disabled recipients, and at most 10 times per recipient.

• Action
  Update certificate

  Updates a certificate or badge's description and custom metadata, and returns the updated certificate.

• Action
  Update training

  Updates a draft training's name, date, trainer, certificates, delivery options and forms, and returns the updated training.

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