Integration
Connect ClickUp to Meisterplan
When something happens in ClickUp, 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.
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What do you want ClickUp and Meisterplan to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 6 triggers ยท 41 actions
Trigger
New Comment on a TaskTriggers when a new Comment is added to a Task in ClickUp.
Trigger
New FolderTriggers when new folders are created.
Trigger
New ListTriggers when new lists are created.
Trigger
New TaskTriggers when tasks are added.
Trigger
New Time EntryTriggers when a new Time Entry is added using ClickUp Time tracking.
Trigger
Task ChangesTriggers when a task changes.
Action
Add Task ChecklistAdd a checklist to a task
Action
Archive or Delete TaskArchive or delete ClickUp task
Action
Create FolderCreates a new folder
Action
Create ListCreates a new list
Action
Create New DocumentCreate new document in the specific location
Action
Create New Document PageCreate new page in the specific document
Action
Create SpaceA Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
Action
Create SubtaskCreates a new subtask
Action
Create TaskCreates a new task.
Action
Edit Document PageEdit document page
Action
Find a List of All TasksFinds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Find Custom FieldsView the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Find DocumentsSearch for documents by location.
Action
Find Task by IDFind an existing task by its ID.
Action
Find the Most Recent TaskFind the most recent task created in Workspace/Space/Folder/List.
Action
Find User by Name or EmailFind an existing user by their name or their email.
Action
Post a Task CommentPost a comment to a task
Action
Post AttachmentPost an attachment to a task.
Action
Send Chat Message to ChannelPost a message to a specific channel you choose.
Action
Send Direct MessageSend a direct message to a user or yourself.
Action
Time TrackedAdd time tracked to a task
Action
Update TaskUpdates an existing task.
Action
Create or Update Actual Time WorkedRecords 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 AllocationAllocates 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 LinkLinks 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 AbsenceRecords 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 LinkPushes a task from a linked task management tool onto a Meisterplan project, updating it if the task key is already there.
Action
Create ProjectCreates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project.
Action
Create ResourceAdds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource.
Action
Create RoleCreates 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 RoleReturns 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 RoleReturns 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 KeyReturns 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 NameReturns 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 EmailReturns 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 KeyReturns 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 NameReturns 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 KeyReturns 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 ProjectUpdates a project in a Meisterplan scenario โ its dates, budgets, status and custom fields. Only the values supplied are changed. Returns the updated project.
Action
Update ResourceUpdates a person in the Meisterplan resource pool โ their name, role, calendar, cost rate and org placement. Only the values supplied are changed. Returns the updated resource.
Action
Update RoleUpdates a role in Meisterplan โ its name, cost rate and org placement. Only the values supplied are changed. Returns the updated role.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.