Connect Resource Planner to Voiceflow

Both apps 23Resource Planner 13Voiceflow 10

• 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 knowledge base URL document

  Create a knowledge base document sourced from a URL.

• Action
  Add playbook

  Adds a playbook (a set of instructions that drives an agent toward a goal) to a Voiceflow project environment and returns the created playbook.

• Action
  Delete conversation state

  Deletes the stored conversation state for one user, so their next turn starts the conversation from the beginning.

• Action
  Delete knowledge base document

  Delete a knowledge base document by id.

• Action
  Find transcripts

  Returns up to 20 transcripts (recorded conversations) in a Voiceflow project that match the given session, date range, environment, version and property filters.

• Action
  Send Event to Agent

  Sends a custom event to a Voiceflow agent for a user's conversation, advancing it by one turn, and returns the traces the agent produced in reply.

• Action
  Send Message to Agent

  Sends a user's text message to a Voiceflow agent, advancing the conversation by one turn, and returns the agent's reply.

• Action
  Send message to conversation

  Sends a message into a user's conversation with a Voiceflow agent (a message-type turn) and returns the agent's reply.

• Action
  Start Agent Conversation

  Starts (launches) a conversation with a Voiceflow agent for a user and returns the agent's opening reply.

• Action
  Update conversation variables

  Merge variable values into a user's conversation state.

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