Hub Planner and Salesflare
How to connect Hub Planner
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Booking in Hub Planner, create meeting, then create call in Salesflare.
About Hub Planner
Hub Planner is a resource planning and scheduling service with timesheets and dynamic reporting.
Hub Planner operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Booking — Triggers when a new booking is created.
- New or Updated Project — Triggers when a project is created or updated.
- New or Updated Resource — Triggers when a resource is created or updated.
- New or Updated Time Entry — Triggers when a new time entry is created or updated.
Actions (7)
Things Salesflare can make it do
- Create Booking — Create / Schedule a booking for resource and project or event.
- Create Event — Creates a new event.
- Create Milestone — Create a Milestone for a Project.
- Create Project — Creates a new project.
- Create Resource — Creates a new resource.
Show 2 more actions
- Create Time Entry — Create timeEntry for resource and project.
- Update Booking — Updates an existing booking.
Searches (5)
Look up existing records
- Find Booking — Find Booking by id.
- Find Event — Find event by name or id.
- Find Project — Find project by name, code or id.
- Find Resource — Find resource by it's ID, name or email address.
- Find TimeEntry — Find timeentry by id.
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