Resource Planner and Salesflare
How to connect Resource Planner
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Assignment in Resource Planner, create task in Salesflare.
- When new Task in Salesflare, create Assignment in Resource Planner.
About Resource Planner
Resource Planner is a tool for team planning and vacation management for team of all sizes. Plan team capacity, projects, and time off.
Resource Planner operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Assignment — Triggers when a new assignment appears.
- New Project — Triggers when a new project appears.
- New Resource — Triggers when a new resource appears.
Actions (3)
Things Salesflare can make it do
- Create Assignment — Creates an assignment.
- Create Project — Creates a project.
- Create Resource — Creates a resource.
Searches (3)
Look up existing records
- Find Assignment — Finds assignments by project, resource, date range, and text.
- Find Project — Finds projects by ID, title, or note.
- Find Resource — Finds resources by ID, name, email, or note.
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