Integration

Connect EquipDash to Meisterplan

When something happens in EquipDash, 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.

EquipDash18 triggersEquipDash35 actionsMeisterplan19 actions

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What do you want EquipDash and Meisterplan to do together?

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Triggers and actions 18 triggers · 54 actions

Trigger
Booking Cancelled
Triggers when a booking is cancelled.
Trigger
Booking Checked In
Triggers when a booking is checked in.
Trigger
Booking Picked Up
Triggers when a booking is picked up.
Trigger
Booking Returned
Triggers when a booking is returned.
Trigger
Booking Status Changed
Triggers when a booking status changes.
Trigger
Booking Updated
Triggers when a booking is updated.
Trigger
Customer Updated
Triggers when a customer is updated.
Trigger
Experience Created
Triggers when a new experience is created.
Trigger
Experience Schedule Created
Triggers when an experience schedule is created.
Trigger
Experience Updated
Triggers when an experience is updated.
Trigger
Inventory Added
Triggers when inventory is added to a product.
Trigger
Inventory Updated
Triggers when inventory is updated.
Trigger
New Customer
Triggers when a new customer is created.
Trigger
Payment Received
Triggers when a payment is received.
Trigger
Product Created
Triggers when a new product is created.
Trigger
Product Updated
Triggers when a product is updated.
Trigger
Promo Code Created
Triggers when a new promo code is created.
Trigger
Shift Created
Triggers when a new shift is created.
Action
Add Inventory to Product
Adds inventory to a product.
Action
Add Note to Booking
Adds a note to a booking.
Action
Add Note to Customer
Adds a note to a customer.
Action
Add Note to Workshop
Adds a note to a workshop item.
Action
Add Payment to Booking
Adds a payment to a booking.
Action
Add Pricing to Product
Adds a pricing tier to a product.
Action
Add Schedule to Experience
Adds a schedule slot to an experience.
Action
Add to Workshop
Adds an item to the workshop.
Action
Archive Experience
Archives an experience.
Action
Archive Product
Archives a product.
Action
Cancel Booking
Cancels a booking.
Action
Check Product Availability
Checks availability of a product for given dates.
Action
Create Booking
Creates a new booking.
Action
Create Customer
Creates a new customer.
Action
Create Experience
Creates a new experience.
Action
Create Experience Category
Creates a new experience category.
Action
Create Product
Creates a new product.
Action
Create Product Category
Creates a new product category.
Action
Create Promo Code
Creates a new promo code.
Action
Create Shift
Creates a new staff shift.
Action
Create Tag
Creates a new tag.
Action
Create Voucher
Creates a new voucher.
Action
Delete Customer
Deletes a customer.
Action
Find Customer
Finds a customer.
Action
Find Experience
Finds a experience.
Action
Find Product
Finds a product.
Action
Find Promo Code
Finds a promo code.
Action
Find Staff
Finds a staff.
Action
Find Voucher
Finds a voucher.
Action
Remove From Workshop
Removes an item from the workshop.
Action
Update Booking Status
Updates the status of a booking.
Action
Update Customer
Updates a customer.
Action
Update Experience
Updates an experience.
Action
Update Product
Updates a product.
Action
Update Tags on Booking
Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
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 EquipDash