Put Resource Planner to work with AI and enterprise-grade automation
Automate smarter with Resource Planner and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Airtable
Databases
ActiveCampaign
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
Basecamp
Project Management
Airtable
Databases
ActiveCampaign
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
Basecamp
Project Management
Airtable
Databases
ActiveCampaign
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
Basecamp
Project Management
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Project
- Resource
- Starts On or After
- Ends On or Before
- Maximum assignments
Try ItTriggerPolling- Maximum resources
Try ItTriggerPolling- TitleRequired
- Color
- Note
- Probability
- Project Size
- Hidden
- Project Rate
ActionWrite- Search Text
- Project
- Resource
- Overlaps On or After
- Overlaps On or Before
- Maximum assignments
ActionSearch
- Maximum projects
Try ItTriggerPolling- ProjectRequired
- ResourceRequired
- Date FromRequired
- Date ToRequired
- Hours Per Day
- Note
- Task Title
- Task Description
ActionWrite- NameRequired
- Email
- Note
- Weekly Capacity
- Hourly Expense
- Work Days
- Hidden
ActionWrite- Search TextRequired
- Maximum projects
ActionSearch
For builders
Let your AI safely access Resource Planner
Go beyond Zap workflows. Install Zapier in your AI to call Resource Planner actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Resource Planner from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Resource Planner actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Resource Planner connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "resource-planner", owner: "me" });
await zapier.runAction({
app: 'resource-planner',
action: 'create_assignment',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Resource Planner Help & Support
Common questions
Related categories