Business Operations and ERPs
Runn
21 min
runn is a saas platform for real time resource and capacity planning, helping professional services efficiently schedule, forecast, and manage projects integrating with make com enables automated workflows, improved data accuracy, and streamlined project and resource management across tools this is ai generated content based on official runn documentation the content may still contain errors—please verify important information if you have questions, contact runn support directly how to get support on runn runn is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=runn\&app slug=runn community\&app unique id=runn io uhcqll requirements to use the runn app in make, you must have an active runn account with administrator access and an api endpoint url, create your account on runn app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect runn and {{product name}} to get started, you must first create a connection between runn and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to generate an api token from the runn application log in to your runn account with administrator credentials navigate to the settings section in the runn application go to the api section within settings generate a new api token select the required scopes (read or write) for the api token optionally, set an expiry date for the api token note the generated api token, which will be used for authentication some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=runn\&app slug=runn community\&app unique id=runn io uhcqll create the connection in {{product name}} log in in your make account , add the runn module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your runn or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application runn modules after connecting to the runn app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client creates a new client by collecting and saving their information in your system create a person adds a new person to your system by creating a detailed profile with the provided information create a project creates a new project, allowing you to organize and manage related tasks, files, or activities within your workspace create a role creates a new role in your system, allowing you to define specific permissions and responsibilities for users create a team creates a new team in your account, allowing you to organize users and manage team related settings delete a person remove a person from your account or system, permanently deleting their profile and associated data delete a project permanently removes a selected project from your account, including all its associated data use this module when you need to completely delete a project you no longer need delete a team permanently removes a selected team from your account, including all its associated data and settings list a client's projects retrieve a list of all projects associated with a specific client, allowing you to view and manage the client’s ongoing and past projects list all clients retrieves and displays a complete list of all clients in your account, making it easy to view and manage your client information list all people retrieves a complete list of all people stored in your account, making it easy to view and manage your contacts list all projects retrieves a complete list of all your projects, allowing you to view and manage every project within your account list all roles here are all the available roles owner, admin, member, and guest each role comes with its own set of permissions and responsibilities within the workspace list all teams retrieves a list of all the teams in your account, allowing you to see and manage the different groups you have set up update a client update a client's details, such as their contact information or other relevant data update a person update a person's information this module lets you modify the details of an existing person in your system, such as their name, contact information, or other relevant fields update a project modify the details of an existing project update a role modify a role this module allows you to update the details or settings of an existing role, making it easy to keep your role information current and accurate update a team modify details of an existing team, such as its name or description watch clients watches for new or updated clients and triggers the scenario whenever a client is added or modified watch people the "watch people" module monitors your account for new or updated people records and triggers actions whenever changes are detected this helps you stay up to date with any additions or modifications to your people database watch role the watch module keeps an eye out for new or updated items in your selected app or service whenever something changes or a new entry appears, this module will automatically trigger your scenario, so you never miss important updates watch team the "watch team" module keeps an eye out for new teams as they are created in your account, automatically triggering actions whenever a new team is added templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} runn resources you can have access to more resources related to this app on the following links runn topics on make community runn website runn documentation runn api documentation runn page on make