Hub Planner Integration — Automate Hub Planner with AI on Beauto

A Modern and Smart Resource Management, Planning & Scheduling tool with Time Sheets and Powerful Reporting. Ideal for Managing Global Teams of Resources.

Category: productivity, project management · 122 actions available

What you can automate with Hub Planner

Beauto connects Hub Planner with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Hub Planner events, enrich Hub Planner data with AI, or sync Hub Planner with the rest of your stack — without writing code.

  • Sync Hub Planner data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Hub Planner events and route the output anywhere
  • Schedule recurring Hub Planner tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Hub Planner actions Beauto supports

  • Add Clients to Project — Tool to add clients to a project by project ID. Use when you need to associate one or more clients with a specific project.
  • Add project custom field choices — Add choices to a project custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new options to an existing dropdown, radio button, or checkbox custom field in Hub Planner projects.
  • Add Projects to Group — Tool to add projects to a project group in Hub Planner. Use when you need to associate one or more projects with a specific project group.
  • Add Project Tags — Tool to add tags to a Hub Planner project. Preserves existing tags and appends new ones. Use when you need to add one or more tags to a project without removing existing tags.
  • Add Resource Custom Field Choices — Tool to add choices to a resource custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new selection options to an existing custom field template.
  • Add Resources to Project — Tool to add resources to a project by project ID. Use when you need to associate one or more resources with a specific project.
  • Add Resources to Resource Group — Tool to add resources to a resource group by group ID. Use when you need to associate one or more resources with a specific resource group.
  • Add Resource Tags — Tool to add tags to a resource in Hub Planner. Preserves existing tags and appends new ones. Use when you need to categorize, label, or organize resources using tags.
  • Create Billing Rate — Tool to create a new billing rate in Hub Planner. Use when you need to define a new billing rate with a specific name, currency, and rate amount.
  • Create Booking — Tool to create a new booking for a resource on a project in Hub Planner. Supports scheduled bookings, booking requests (WAITING_FOR_APPROVAL), and hourly bookings. Use when you need to allocate resources to projects with
  • Create Booking Category — Tool to create a new booking category in Hub Planner. Use when you need to define a new category type for classifying bookings (e.g., "At Client", "Remote Work", "Training").
  • Create Client — Tool to create a new client in Hub Planner. Use when you need to add a new client organization to the system.
  • Create Cost Category — Tool to create a new project cost category in Hub Planner. Use when you need to add a new cost category for tracking project expenses.
  • Create Event — Tool to create a new event in Hub Planner. Use when you need to set up a new event with a specified name and optional code, color, and metadata.
  • Create Holiday — Tool to create a new holiday in Hub Planner. Use when you need to add a company holiday, public holiday, or special date that should be marked in the calendar.
  • Create Milestone — Tool to create a new milestone for a project in Hub Planner. Use when you need to set up a milestone with a specified name, date, and project association.
  • Create Project — Tool to create a new project in Hub Planner. Use when you need to set up a new project with specified name, budget, resources, and other configuration options.
  • Create Project Custom Field Template — Tool to create a new project custom field template in Hub Planner. Use when you need to define reusable custom field structures for projects with specific types like TEXT, SELECT, DATE, etc.
  • Create Project Group — Tool to create a new project group in Hub Planner. Use when you need to organize projects into groups for better management and categorization. Can create top-level groups or subgroups (with parentGroupId, requires Sideb
  • Create Project Tag — Tool to create a new project tag in Hub Planner. Use when you need to add a new tag that can be associated with projects for categorization and organization purposes.
  • Create Resource — Tool to create a new resource in Hub Planner. Pass a resource object with firstName (required) and optional fields. Can optionally send an invitation email by setting sendInviteEmail to true (requires email field).
  • Create Resource Custom Field Template — Tool to create a new resource custom field template in Hub Planner. Use when you need to add custom fields to resource profiles (e.g., department, skills, certifications).
  • Create Resource Tag — Tool to create a new resource tag in Hub Planner. Use when you need to add a new tag for categorizing or labeling resources.
  • Create Time Entry — Tool to create a new time entry for a resource on a project in Hub Planner. Use when you need to log time spent by team members on specific projects with date and duration.
  • Create Vacation — Tool to create a new vacation request for a resource in Hub Planner. Supports approval workflow with configurable approvers and statuses. Use when you need to create time-off requests for team members.
  • Delete Billing Rate — Tool to delete a specific billing rate by ID in Hub Planner. Use when you need to permanently remove a billing rate.
  • Delete Booking — Tool to delete a specific booking by ID in Hub Planner. Use when you need to permanently remove a booking.
  • Delete Bookings — Tool to delete multiple bookings by IDs, resource ID, or project ID. Use when you need to remove bookings from Hub Planner based on specific criteria.
  • Delete Client — Tool to delete a specific client by ID in Hub Planner. Use when you need to permanently remove a client organization.
  • Delete Cost Category — Tool to delete a specific project cost category by ID in Hub Planner. Use when you need to permanently remove a cost category.
  • Delete Event — Tool to delete a specific event by ID in Hub Planner. Use when you need to permanently remove an event.
  • Delete Holiday — Tool to delete a specific holiday by ID in Hub Planner. Use when you need to permanently remove a holiday.
  • Delete Milestone — Tool to delete a specific milestone by ID in Hub Planner. Use when you need to permanently remove a milestone.
  • Delete Project — Tool to delete a specific project by ID in Hub Planner. Use when you need to permanently remove a project.
  • Delete Project Custom Field Template — Tool to delete a project custom field template by its ID. Use when you need to remove a custom field template from the project configuration.
  • Delete Project Group — Tool to delete a specific project group by ID in Hub Planner. Use when you need to permanently remove a project group.
  • Delete Projects — Tool to delete multiple projects by their IDs in a single operation. Use when you need to remove multiple projects from Hub Planner.
  • Delete Project Tag — Tool to delete a specific project tag by ID in Hub Planner. Use when you need to permanently remove a project tag from the system.
  • Delete Resource — Tool to delete a specific resource by ID. Use when you need to remove a resource from Hub Planner.
  • Delete Resource Custom Field Template — Tool to delete a specific resource custom field template by ID. Use when permanently removing a custom field template after confirming the correct template ID.

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