Connect Resource Planner to Pointerpro

Both apps 29Resource Planner 13Pointerpro 16

• 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.

• Action
  Add contact

  Creates a contact in Pointerpro, or updates the existing contact with the same email address.

• Action
  Add contact list

  Creates a new contact list in Pointerpro.

• Action
  Add contacts to contact list

  Adds one or more contacts to one or more Pointerpro contact lists.

• Action
  Add user

  Creates a user in your Pointerpro team with the given name, email, role and permissions.

• Action
  Delete contact

  Deletes a contact from your Pointerpro account.

• Action
  Delete contact list

  Deletes a contact list from your Pointerpro account.

• Action
  Get contact

  Returns a single contact (respondent) by its unique identifier, including name, email, language and custom fields.

• Action
  Get contact list

  Returns a contact list's name, integration id and unique identifier.

• Action
  Get survey

  Returns a survey (questionnaire) with its question blocks, questions, custom fields, outcomes and formulas.

• Action
  Get survey response

  Returns a single survey response, including the respondent, each question's answer, scores and outcomes.

• Action
  List contacts in contact list

  Returns the contacts that belong to a Pointerpro contact list.

• Action
  List survey responses

  Returns the responses submitted to a survey, optionally limited to a date range.

• Action
  Send email invitation

  Sends a Pointerpro survey email invitation to one or more contacts.

• Action
  Send report email

  Emails a Pointerpro report, generated from a report template for a given survey response.

• Action
  Update Contact

  Updates an existing Pointerpro contact's name, email, language and other details.

• Action
  Update contact list

  Updates the name or integration ID of an existing Pointerpro contact list.

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