Resource Management for Bridge Integration Overview

With the Resource Management for Bridge integration, you can use the Resource Management APIs and webhooks to build workflows that interact with APIs without having to construct API calls.

The integration consists of both triggers and modules and can be used to start workflows based on changes in Resource Management or to interact with Resource Management in workflows triggered by another system.

You must have an account with Resource Management and any other systems you want to include in your workflows.

You can start building Resource Management workflows before authenticating or creating triggers, but you will get a popup reminding you to authenticate while doing so. You will not be reminded to create triggers, but you can review the Trigger panel in the designer to see if any exist for the workflow you are building.

Authenticating

1. Log into Bridge by Smartsheet and navigate to the Integrations page. 
2. Locate the Resource Management logo and click on it. 
3. In the Info tab click Continue, and then Authenticate in the Connect Tab. This will open up a new window asking you to give Bridge permission to your Resource Management account. 
4. Click Allow to continue. The window will close automatically after 5 seconds.

Creating Triggers

Once authenticated you’ll be taken to a third tab called Triggers. You can choose to come back to this later or set up the triggers right away. Once you have added Resource Management modules in a workflow you can also access this pop-up by clicking on the settings icon in the setup panel of the designer.