Create Assignment
Assign one resource to one project for a date range and return the created assignment ID.
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Integrate Resource Planner
with your AI CRM
Resource Planner helps teams schedule people, manage projects and assignments, and review workspace time entries.
Explore Triggers and Actions
Create Project
Create a project with a title and optional note, color, and visibility, then return its project ID.
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Create Resource
Create a workspace resource with optional capacity, workdays, note, and visibility, then return its resource ID.
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Delete Assignment
Permanently delete one assignment by its assignment ID.
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Delete Assignments
Permanently delete 1-25 assignments sequentially. The operation is not atomic: each ID has its own outcome, successful deletions are not rolled back, and processing stops after an unsafe or ambiguous failure.
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Delete Project
Permanently delete a project and all of its assignments. This cascading deletion cannot be undone.
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Delete Resource
Permanently delete a resource and all of its assignments. This cascading deletion cannot be undone.
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Get Project
Retrieve one current workspace project by its project ID.
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Get Resource
Retrieve one current workspace resource by its resource ID.
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List Assignments
Return all assignments, optionally narrowed to a project, a resource, or both.
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List Projects
Return every project in the connected Resource Planner workspace, including project IDs and editable planning fields.
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List Resources
Return every resource in the connected Resource Planner workspace, including resource IDs needed for assignment workflows.
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List Time Entries
Return one page of workspace time entries, with an optional total-duration summary and a cursor for the next page.
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Update Assignment
Replace an assignment's internal note and return all affected assignment IDs.
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Update Project
Update at least one of a project's title, note, color, or visibility. Omitted fields are preserved by reading the project before updating it.
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Update Resource
Replace a resource's internal note without changing its scheduling fields, then return the current resource.
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How the Resource Planner integration works
The Resource Planner integration connects your Dench AI CRM directly to Resource Planner, so agents can read and act on your Resource Planner data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
16 actions are available for agents to invoke on your behalf. Every call runs through Resource Planner's own authorization, scoped to the account you connect.
Set up Resource Planner in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Resource Planner and click Connect — you'll authorize access through Resource Planner's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Resource Planner in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Resource Planner integration work with Dench?
The Dench Resource Planner integration connects your AI CRM to Resource Planner, so AI agents can work with your Resource Planner data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Resource Planner via Dench?
The Resource Planner integration currently exposes 16 actions, including Create Assignment, Create Project, Create Resource, Delete Assignment, Delete Assignments, and Delete Project. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Resource Planner to Dench?
No. You connect Resource Planner from your Dench workspace using Resource Planner's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Resource Planner integration secure?
Connections are authorized through Resource Planner's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Resource Planner connection from your workspace settings at any time.