Productivity ยท CONNECTIONManage Hub Planner (Resource Flow) projects, resources, bookings, time entries and clients: list, search, read, create, change and delete.
Explore 28 workflow actions for Hub Planner, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Book a resource on a project for a date range.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a resource.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Log minutes for a resource on a project and day.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a booking.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a resource.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a time entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read a booking.
Read a client.
Read a project.
Read a resource.
Read a time entry.
List bookings, 20 a page unless a limit is given.
List clients.
List projects, sorted and paged.
List resources (people), sorted and paged.
List time entries by project and date range, 20 a page unless a limit is given.
Change a client's name, the only field that can change.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search bookings with field filters, paged.
Search projects with field filters, paged.
Search resources with field filters, paged.
Search time entries with field filters, paged.
Change only the given fields of a booking.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the given fields of a project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the given fields of a resource.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Hub Planner. A saved workflow is not a completed provider action.
