Integration

Connect Attio to Meisterplan

When something happens in Attio, your agent does the next thing in Meisterplan. Describe it in plain language and the automation is built, tested on every branch and kept running.

Attio7 triggersAttio13 actionsMeisterplan19 actions

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Everything your agent can do with Attio and Meisterplan

Triggers and actions 7 triggers · 32 actions

Trigger
List Entry Created
Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.
Trigger
List Entry Deleted
Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.
Trigger
List Entry Updated
Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.
Trigger
Record Created
Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.
Trigger
Record Deleted
Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.
Trigger
Record Updated
Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.
Trigger
Task Created
Triggers when a new task is created in Attio, giving you the new task's ID and who created it.
Action
Create List Entry
Adds a record to an Attio list as a new list entry and returns the entry.
Action
Create Note
Creates a note on an Attio record and returns the new note.
Action
Create or Update List Entry by Parent Record
Adds a record to an Attio list, or updates its existing entry if it is already on the list.
Action
Create or Update Record
Creates a record in Attio, or updates the existing record that matches on the chosen field.
Action
Create Record
Creates a new record on the chosen Attio object and returns it.
Action
Create Storage Location
Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.
Action
Create Task
Creates a task in Attio, optionally linked to a record and assigned to a workspace member.
Action
Delete List Entry
Removes an entry from an Attio list.
Action
Find List Entries
Returns the entries on an Attio list.
Action
Find Records
Searches records on the chosen Attio object and returns the matches.
Action
Update List Entry
Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.
Action
Update Record
Updates the field values on an existing Attio record. Fields you leave blank are left untouched.
Action
Update Task
Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.
Action
Create or Update Actual Time Worked
Records the hours a resource or role actually worked on a project for a given date, updating the existing entry if one is already there. Returns the stored entry.
Action
Create or Update Allocation
Allocates a resource or role to a project for a date range, updating the existing allocation if one is already there. Returns the allocation with its resulting segments.
Action
Create or Update a Project's Tool Link
Links a Meisterplan project to the matching project in a task management tool, updating the link if one already exists. Returns the stored link.
Action
Create or Update Resource Absence
Records an absence for a resource over a date range, so the time is taken out of their availability. Returns the stored absence.
Action
Create or Update Tasks of a Project's Tool Link
Pushes a task from a linked task management tool onto a Meisterplan project, updating it if the task key is already there.
Action
Create Project
Creates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project.
Action
Create Resource
Adds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource.
Action
Create Role
Creates a role in Meisterplan that resources can be assigned to and projects can be allocated against. Returns the new role.
Action
Find a Resource or Role
Returns the resources and roles whose key, name or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them.
Action
Find a Team, Resource or Role
Returns the teams, resources and roles whose name, key or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them.
Action
Find Project by Key
Returns the project in a scenario that carries the project key you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects.
Action
Find Project by Name
Returns the projects in a scenario whose name contains the text you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects.
Action
Find Resource by Email
Returns the resource whose email address matches the one you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool.
Action
Find Resource by Key
Returns the resource carrying the resource key you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool.
Action
Find Role by Name
Returns the role carrying the name you supply. Meisterplan has no server-side role search, so the match is made after fetching the roles.
Action
Find Task by Key
Returns the task on a project's tool link that carries the task key you supply. Meisterplan has no server-side task search, so the match is made after fetching the project's tasks.
Action
Update Project
Updates a project in a Meisterplan scenario — its dates, budgets, status and custom fields. Only the values supplied are changed. Returns the updated project.
Action
Update Resource
Updates a person in the Meisterplan resource pool — their name, role, calendar, cost rate and org placement. Only the values supplied are changed. Returns the updated resource.
Action
Update Role
Updates a role in Meisterplan — its name, cost rate and org placement. Only the values supplied are changed. Returns the updated role.

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The other way round: Meisterplan to Attio