Connect CONSENSUS and Resource Planner

Both apps 30CONSENSUS 17Resource Planner 13

• Trigger
  Demo Watched

  Triggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).

• Trigger
  New Lead

  Triggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.

• Action
  Create Demo Link

  Creates a marketing share link for a demo.

• Action
  Create Lead

  Creates a lead in Consensus from a contact's name, email and company.

• Action
  Create Mail Merge Link

  Creates a mail merge link for a demo using your email platform's merge tags.

• Action
  Delete Recipient

  Deletes a demo recipient and their data by email address.

• Action
  Find Leads

  Returns leads captured by your demos, optionally filtered by email address or date range.

• Action
  Find Recipient

  Finds a demo recipient by email address.

• Action
  Find Sent Demos

  Returns the demos your team has sent to prospects, with their view counts and recipients.

• Action
  Get Current User

  Returns the Consensus user this connection acts as and their organization.

• Action
  Get Demo by Link Hash

  Returns the demo that a Consensus share link points to.

• Action
  Get Mail Merge Link

  Returns one mail merge link.

• Action
  List Mail Merge Links

  Returns your mail merge links.

• Action
  List Mail Merge Platforms

  Returns the email platforms you can build mail merge links for.

• Action
  Search Demos

  Returns the demos whose title matches your search text, with their preview links and owners.

• Action
  Send Demo

  Sends a demo to a prospect contact and returns the personal share link.

• Action
  Update Sent Demo

  Updates the company or opportunity on a demo you sent.

• 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.

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