Connect Cin7 Core Inventory to Meisterplan

Both apps 72Cin7 Core Inventory 37Meisterplan 35

• Trigger
  New Customer / Updated Customer

  Triggers when a customer is created or updated in Cin7 Core.

• Trigger
  New Payment

  Triggers when a payment is added to a sale (its paid amount changes).

• Trigger
  New Product / Updated Product

  Triggers when a product is created or updated in Cin7 Core.

• Trigger
  New Purchase / Updated Purchase

  Triggers when a purchase is created or updated in Cin7 Core.

• Trigger
  New Sale

  Triggers when a new sale is created in Cin7 Core.

• Trigger
  New Supplier / Updated Supplier

  Triggers when a supplier is created or updated in Cin7 Core.

• Trigger
  Sale Credit Note Authorised

  Triggers when a sale credit note is authorised.

• Trigger
  Sale Fulfilment Update

  Triggers when a sale's pick, pack or ship status changes.

• Trigger
  Sale Invoice Authorised

  Triggers when a sale becomes fully invoiced.

• Trigger
  Sale Shipment Tracking Number Changed

  Triggers when a sale's shipment tracking numbers change.

• Trigger
  Sale Status Change

  Triggers when a sale's status changes in Cin7 Core.

• Trigger
  Sale Voided/Undone

  Triggers when a sale is voided.

• Trigger
  Stock Level Update

  Triggers when a product's stock level at a location changes.

• Action
  Add Sale Attachment

  Attaches a file to a sale.

• Action
  Add Sale Pack

  Records packing for a sale fulfilment.

• Action
  Add Sale Payment

  Records a payment or refund against a sale invoice.

• Action
  Add Sale Shipment

  Records shipment of a sale fulfilment, with carrier and tracking numbers.

• Action
  Create Customer

  Creates a new customer in Cin7 Core.

• Action
  Create Product

  Creates a new product in Cin7 Core.

• Action
  Create Sale

  Creates a new sale (quote or order header) in Cin7 Core.

• Action
  Create Stock Adjustment

  Creates a stock adjustment that changes on-hand quantities.

• Action
  Create Stock Transfer

  Creates a stock transfer between two locations.

• Action
  Create Supplier

  Creates a new supplier in Cin7 Core.

• Action
  Find a Customer

  Finds customers by name, ID or contact.

• Action
  Find an Assembly

  Finds assemblies (finished goods tasks) by status, search text or sale.

• Action
  Find a Product

  Finds products by name, SKU or ID.

• Action
  Find a Products Availability

  Returns on-hand, allocated and available stock for products, per location.

• Action
  Find a Sale

  Returns one sale by its ID, with its order, invoices and fulfilments.

• Action
  Find a Sale Credit Note

  Returns a sale's credit notes.

• Action
  Find a Sale Extended

  Finds sales by order number, customer, invoice number, reference, credit note number or status.

• Action
  Find a Sale Fulfilment

  Returns a sale's fulfilments with their pick, pack and ship details.

• Action
  Find a Sale Invoice

  Returns a sale's invoices.

• Action
  Find a Sale Payments

  Returns the payments and refunds recorded on a sale.

• Action
  Update Customer

  Updates an existing customer in Cin7 Core.

• Action
  Update Product

  Updates an existing product in Cin7 Core.

• Action
  Update Sale

  Updates the header of an existing sale in Cin7 Core.

• Action
  Update Supplier

  Updates an existing supplier in Cin7 Core.

• Action
  Add milestone

  Creates a milestone on a Meisterplan project in the chosen scenario and returns the new milestone.

• Action
  Add risk

  Creates a risk on a Meisterplan project and returns the new risk.

• Action
  Add team

  Creates a team in Meisterplan and returns the new team.

• 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 Part-Time Working Model

  Sets a resource's part-time working model by replacing its calendar deviations (relative capacity) for a time period. Returns the resource's resulting deviations.

• 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
  Delete project

  Deletes a project from a Meisterplan scenario.

• Action
  Delete resource

  Deletes a resource from Meisterplan. The run fails if no resource has the given id.

• 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
  Get project

  Returns a single Meisterplan project in a scenario, including its custom fields.

• Action
  Get resource

  Returns one Meisterplan resource by its id, including its role, calendar, skills, cost rates, team contributions and custom fields.

• Action
  List allocations

  Returns every allocation of a project in a scenario, with the allocated role, resource or team and its time segments.

• Action
  List milestones

  Returns all milestones of a Meisterplan project, including their custom fields.

• Action
  List programs

  Returns the programs in a Meisterplan scenario, optionally narrowed to those matching a program key or name.

• Action
  List resources

  Returns the resources (people) in your Meisterplan system, optionally narrowed by key, name, external id, email or address.

• Action
  List roles

  Returns the roles in Meisterplan, optionally only those matching a name or external ID.

• Action
  List teams

  Returns the teams in your Meisterplan system, optionally filtered by name or resource key.

• Action
  Update milestone

  Updates an existing milestone on a Meisterplan project, changing only the details you supply.

• 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.

• Action
  Update team

  Updates a team in Meisterplan, changing only the details you fill in.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.