Integration

Connect Benetics to Meisterplan

When something happens in Benetics, 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.

Benetics4 triggersBenetics25 actionsMeisterplan19 actions

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Everything your agent can do with Benetics and Meisterplan

Triggers and actions 4 triggers · 44 actions

Trigger
New Project
Triggers when a new project is created.
Trigger
New Task
Triggers when a new task is created.
Trigger
Updated Project
Triggers when a project is updated.
Trigger
Updated Task
Triggers when a task is updated.
Action
Add Plan Version
Upload a new version of a plan. POST /plans/{plan_id}/versions.
Action
Add Project Member
Add a member to a project. POST /projects/{project_id}/members.
Action
Add Task
Create a new task on a project. POST /projects/{project_id}/tasks.
Action
Create Project
Creates a new project.
Action
Delete Document
Delete a document. DELETE /projects/{project_id}/documents/{document_id}.
Action
Delete Plan
Delete a plan. DELETE /plans/{plan_id}.
Action
Delete Plan Version
Remove one version of a plan from a project.
Action
Delete Project
Delete a project. DELETE /projects/{project_id}.
Action
Delete Project Member
Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.
Action
Delete Task
Delete a task. DELETE /tasks/{task_id}.
Action
Document Upload
Upload a document
Action
Get Project
Get a single project by id. GET /projects/{project_id}.
Action
Get Report
Get a single report by id. GET /reports/{report_id}.
Action
Get Task
Get a single task by id. GET /tasks/{task_id}.
Action
List Members
List members of the organization. GET /members.
Action
List Project Members
List members assigned to a project. GET /projects/{project_id}/members.
Action
List Projects
List projects in the organization. GET /projects.
Action
List Reports
List reports for a project. GET /projects/{project_id}/reports.
Action
List Tasks
List tasks for a project. GET /projects/{project_id}/tasks.
Action
Plan Upload
Upload a plan
Action
Update Document
Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.
Action
Update Plan
Update a plan's fields. PATCH /plans/{plan_id}.
Action
Update Project
Update a project's fields. PATCH /projects/{project_id}.
Action
Update Task
Update a task's fields. PATCH /tasks/{task_id}.
Action
Upload File
Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
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.

Each app on its own

The other way round: Meisterplan to Benetics