Connect Parallel and Resource Planner

Both apps 32Parallel 19Resource Planner 13

• Trigger
  Parallel Event

  Triggers when a new parallel is created.

• Action
  Add contact

  Creates a contact in your Parallel organization.

• Action
  Comment on a Parallel

  Posts a general comment on a parallel.

• Action
  Create Draft

  Creates a draft parallel from a template.

• Action
  Delete parallel

  Deletes a parallel, optionally even when it is shared with other users.

• Action
  Delete profile

  Permanently deletes a profile. The profile must already be closed or scheduled for deletion.

• Action
  Export Parallel

  Exports a parallel's replies and returns a temporary download link.

• Action
  Find a Parallel

  Returns a parallel by its ID.

• Action
  Get contact

  Returns a contact's details, including name and email.

• Action
  List contacts

  Returns the contacts in your Parallel organization.

• Action
  List parallel recipients

  Returns the recipients a parallel has been sent to, with each recipient's contact, status and reminder details.

• Action
  List profiles

  Returns the profiles in your Parallel organization, optionally filtered by name, profile type or status.

• Action
  List templates

  Returns the list of Parallel templates you have access to, optionally filtered by tags.

• Action
  List users

  Returns the members (users) of your Parallel organization.

• Action
  Remind parallel recipient

  Sends a reminder email to a recipient of a parallel asking them to complete it, optionally with a custom message.

• Action
  Rename Parallel

  Renames a parallel.

• Action
  Send a Parallel

  Sends a parallel to one recipient by email.

• Action
  Send Multiple

  Sends a parallel to several recipients at once.

• Action
  Tag Parallel

  Adds a tag to a parallel.

• 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.