

Integrate Hub Planner with Zoho Writer
Send information between Hub Planner and Zoho Writer automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Hub Planner and Zoho Writer using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New booking
Triggers when a new booking is created

New or updated project
Triggers when a project is created or updated

New or updated resource
Triggers when a resource is created or updated

New or updated time entry
Triggers when a time entry is created or updated

Document created and moved to folder
Triggers when a new document is created and moved to the selected folder

Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs

Document edited
Triggers when an existing document is edited

Document created in WorkDrive
Triggers when a new document is created in the selected WorkDrive
All Actions - Actions are the automated tasks

Create time entry
Creates a new time entry in the selected project

Create resource
Creates a new resource

Create project
Creates a new project

Fetch project
Fetches a project by its unique ID

Fetch time entry
Fetches a time entry by its unique ID

Fetch resource
Fetches a resource by its unique ID

Merge and email document
Creates a merged document with the selected template and sends it through email

Create document
Creates a new document with the given text

Merge and store document - WorkDrive
Creates a merged document with selected template and stores it in WorkDrive

Merge and email document - WorkDrive
Creates a merged documents with the selected template and sends it through email

Send document for signature
Sends the specified document for electronic signature

Merge and sign document
Creates a merged document with the selected template and signs it

Merge and store document
Creates a merged document with the selected template and stores it

Merge document and invoke function
Creates a merge document with the selected template and invokes the function associated with it

Upload document
Uploads the selected document and optionally to the selected folder

Mark or unmark favorite
Marks or unmarks the specified document as favorite

Lock or unlock document
Locks or unlocks the specified document

Mark or unmark final status
Marks or unmarks the status of the specified document as final
What is Hub Planner?
Hub Planner is resource scheduling and management software for teams. You can plan projects, track timesheets, and view analytics for different teams and projects.
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What is Zoho Writer?
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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