Applies to

Resource Management


Who can use this capability

Resourcing Admins can pull the API token needed to create zaps.

Connect applications with Zapier integration

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  • Resource Management


Resourcing Admins can pull the API token needed to create zaps.

Zapier is a popular third-party tool that allows you to connect Resource Management with thousands of other applications, saving you time and keeping your data accurate and up-to-date. Zapier enables you to connect Resource Management with other tools in your workflow without looking at a single line of code.

Resource Management has several Actions and Triggers with Zapier. These allow you to send and receive information between Resource Management and your other applications. Browse Zapier to see what you can map from Resource Management to your organization’s workflows.

Zapier Actions + Triggers

Actions are used to write data to Resource Management. Triggers send data to other tools when something happens in Resource Management.

Some examples of Actions and Triggers:

  • Create a project when a lead is converted in Salesforce

  • Create Resource Management time entries from new Harvest timesheets

  • Set up a Resource Management user when you add a new team member to your CRM tool

  • Send a Slack notification when an assignment is updated

  • Create a Trello board when a new project is created

  • Update your Google or Outlook calendar when you’re staffed on that new project

When you connect an action with a trigger, you get a "zap." Zaps can be as few as two steps, but you can add levels of complexity to your Zap, depending on your needs.

Check out some Zap Templates to give you some ideas, but they only represent a sample of what’s possible. 

Contact Resource Management support if you want more information about using Zapier and Resource Management to streamline your operational workflow.

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