Integration

Connect Booqable to Meisterplan

When something happens in Booqable, 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.

Booqable8 triggersBooqable15 actionsMeisterplan19 actions

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What do you want Booqable and Meisterplan to do together?

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Everything your agent can do with Booqable and Meisterplan

Triggers and actions 8 triggers · 34 actions

Trigger
Completed Payment
Triggers when a payment is completed.
Trigger
Finalize Invoice
Triggers when an invoice is finalized.
Trigger
New Customer
Triggers when a new customer is added.
Trigger
New Product
Fires when a new product is created in the catalog. Poll GET /api/boomerang/products sorted by created_at.
Trigger
Reserved Order
Triggers when an order is reserved.
Trigger
Started Order
Triggers when an order is started.
Trigger
Stopped Order
Triggers when an order is stopped.
Trigger
Updated Order
Triggers when an order is updated.
Action
Create Coupon
Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.
Action
Create Customer
Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.
Action
Create Order
Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.
Action
Find Customer - By ID
Returns one Booqable customer by its id, including the account's own customer custom fields.
Action
Find Customer - By Name or Email
Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.
Action
Find Order - By ID
Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.
Action
Find Product - By ID
Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.
Action
List Customers
Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.
Action
List Documents
Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.
Action
List Locations
Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.
Action
List Orders
Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.
Action
List Payments
Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.
Action
List Products
Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.
Action
List Stock Items
Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.
Action
Update Customer
Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.
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 Booqable