See the Triggers available when you integrate Resource Management and Bridge.
USM Content
The following triggers are available with the integration. Use them in workflows to connect Resource Management with other systems to automate processes:
- When Projects Are Created
- When Projects Are Updated
- When Time Entries Are Created
- When Time Entries Are Updated
- When Users Are Created
- When Users Are Updated
- When Assignments Are Created
- When Assignments Are Updated
- When Assignments Are Deleted
For more information, check out the Resource Management webhook documentation.
Data from triggers and modules appears in the workflow run logs. In the Run Log, you can find:
- The triggered data
The data references, copy them from the Run Log for use in subsequent workflow steps
The data you see in the Run Log depends on the access level of your Resource Management account. If your access level is lower than Admin, specific fields are null.
At the top of the Run Log output, the can_I object lists the properties you can access. This is reflected in the following objects, with null for the objects with restricted access.
Trigger data available for projects
- Type: The event that happened, for example project. Created or project.updated
- Archived: Shows True or False to indicate if the project is archived or not
- Archived At: Shows null or a timestamp—in ISO 8601 format—for when the project was archived
- Client: Client's name attached to the project
- Created At: A timestamp—in ISO 8601 format—for when the project was created
- Deleted At: Shows null or a timestamp—in ISO 8601 format—for when the project was deleted
- Description: Project description
- Ends At: The project's end date
- GUID: A unique ID generated for the project
- ID: Project ID
- Name: Project's name
- Parent ID: If the created project is a phase of another project, the parent project's ID appears in this field
- Phase Name: If the created project is a phase of another project, the name given to the phase appears in this field
- Project Code: Shows null or the specified project code
- Project State: The project's state (type) at the time of creation or update
- Secure URL: Secure URL for the project thumbnail
- Secure URL Expiration: Expiration time for the secure URL
- Settings: A binary number indicating:
- 1000 indicates the budget is tracked in days, isn't for a phase, and isn't using parent project bill rates. It also indicates the duration isn’t locked and is presented as the value 8.
- 0110 indicates the budget is tracked in $, is a phase, and uses parent project bill rates. It also indicates the duration isn't locked, and is presented as the value 6
- Starts At: The project's start date
- Thumbnail: URL where the project image is stored
- Time Entry Lockout: The selected setting for locking time entries
- -1 stands for Do not lock time entries for this project
- 0 stands for Lock all time entries for this project; or if Lock time entries for this project that are older than X calendar days is chosen, the value that appears is the number of days set in Resource Management
- Type: Object type—for project events, this value is Project
- Updated At: A timestamp—in ISO 8601 format—for when the project was updated. When the project is created, this timestamp will be the same as Created At.
- Use Parent Bill Rates: Shows True or False
Trigger data for time entries
- Type: The event that took place (time.entry.created or time.entry.updated)
- Assignable ID: The ID of the assignable against which the time was tracked
- Assignable Type: The type of assignable the time was tracked against (for example, Project or Vacation)
- Bill Rate: Shows null or the bill rate for the time entered
- Bill Rate ID: The ID of the bill rate associated with the time entered
- Created At: A timestamp —in ISO 8601 format— for when the time entry was created
- Date: The date the time was entered against
- Hours: The number of hours entered
- ID: The time entry ID
- Is Suggestion: Shows True or False to indicate if the time entered is a suggestion or not
- Notes: Any notes entered with the time entry
- Scheduled Hours: The number of hours that are scheduled
- Task: The task attached to the time entry
- Updated At: A timestamp —in ISO 8601 format— for when the time entry was updated. When the time entry is created, this timestamp matches Created At
- User ID: The user ID for whom the time entry is
Trigger data is available for users
- Type: The event that took place (user.created or user.updated)
- Account Owner: Shows true or false to indicate if the user is the account owner or not
- Archived: Shows true or false to indicate if the user is archived or not
- Archived At: Null or timestamp—in ISO 8601 format—for when the user was archived
- Billability Target: The user's billability target
- Billable: Shows true or false to indicate if the user is billable or not
- Bill rate: The specified bill rate of the user
- Created At: A timestamp—in ISO 8601 format—for when the user was created
- Deleted: Shows true or false to indicate if the user was deleted
- Deleted At: Shows null or a timestamp—in ISO 8601 format—for when the user was deleted
- Discipline: The specified discipline in which the user works
- Display Name: The user's display name
- Email: The user's email address
- Employee Number: The user's employee number, if specified
- First Name: The user's first name
- GUID: A unique ID generated for the user
- Has Login: Shows True or False to indicate if the user has login access or not
- Hire Date: The user's hire date
- ID: The user's ID
- Invitation Pending: Shows true if the invite was sent or false if the invite was sent but is still pending, or if it wasn't sent at all
- Last Name: The user's last name
- License Type: The type of plan the user has
- Location: The user's location, if specified
- Location ID: The ID of the user’s location
- Login Type: Indicates SAML if the user signs in Resource Management with their corporate credentials, or Default if the user logs in with their email and password
- Mobile Phone: The user's mobile number, if specified
- Office Phone: The user's office phone number, if specified
- Role: The user's role, if specified
- Termination Date: The user's termination date, if specified
- Thumbnail: The thumbnail URL of the user's profile picture
- Type: Object type (user)
- Updated At: A timestamp —in ISO 8601 format— for when the user was updated. When a new user is created, this timestamp matches Created At
- User Settings: A numeric value to indicate user settings related to the user’s account type
- User Type ID: The ID of the user’s assigned user type
Trigger data available for assignments
Fixed Hours, Hours Per Day, and Percent objects won't be listed in the Run Log if another allocation mode was used. There's also no data returned for the When Assignments Are Deleted event.
- Type: The event that took place (assignment, created, or assignment. Updated)
- All Day Assignment: Shows true or false to indicate if the assignment is for the full day or not
- Allocation Mode: The selected allocation mode of the assignment—either Percentage, Hours Per Day, or Fixed
- Assignable ID: The ID of the assignment
- Bill Rate: The assignment bill rate
- Bill Rate ID: The bill rate ID
- Created At: A timestamp —in ISO 8601 format— for when the assignment was created
- Description: The assignment description
- Ends At: The end date of the assignment
- Fixed Hours: The total hours of the assignment
- Hours Per Day: The allocation hours per day of the assignment
- ID: The assignment ID
- Note: Any assignment notes
- Percent: The percentage allocation of the assignment
- Resource Request ID: The ID of the request, if this was a resource request rather than an allocation
- Starts At: The start date of the assignment
- Status: This value is always null and is related to a feature only available to one Resource Management customer. Don’t use it in workflows
- Status Option ID: The ID of an assignment's status. This data is defined in the account settings on the Work Status page, but the ID isn't visible in the UI
- Status Option Label: The name of an assignment status. This data is defined in the account settings on the Work Status page
- Updated At: A timestamp—in ISO 8601 format—for when the assignment was updated. When the assignment is created, this timestamp is the same as Created At
- User ID: The ID of the assigned user
Check out Resource Management for Bridge: Modules for information about modules available when integrating Resource Management with Bridge.