Connect Resource Planner and Wonderchat

Both apps 24Resource Planner 13Wonderchat 11

• 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 Chatlog

  Triggers when a new conversation (chatlog) starts on a Wonderchat chatbot.

• Action
  Add Pages

  Adds web pages to a Wonderchat chatbot's knowledge base.

• Action
  Add Tags to Chatlog

  Adds one or more tags to a Wonderchat chatlog.

• Action
  Ask Question

  Asks a Wonderchat chatbot a question and returns its answer, the conversation ID and the sources it used.

• Action
  Delete Pages

  Removes web pages from a Wonderchat chatbot's knowledge base.

• Action
  Delete Tags from Chatlog

  Removes one or more tags from a Wonderchat chatlog.

• Action
  Get Messages

  Returns every message in a Wonderchat chatlog, user and bot, with timestamps.

• Action
  List Chatlogs

  Returns Wonderchat chatlogs, newest first, with contact details and message transcripts.

• Action
  Update Chat Feedback

  Sets a Wonderchat chatlog's feedback to Good or Bad.

• Action
  Update Chatlog Info

  Sets contact and lead details (name, email, phone, your own user ID) on a Wonderchat chatlog; fields left blank are not changed.

• Action
  Update Message Feedback

  Marks a single Wonderchat bot message as helpful or not helpful, with an optional comment.

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