Connect eSignatures to Meisterplan

Both apps 34eSignatures 15Meisterplan 19

• Trigger
  Contract Signed

  Triggers when a contract is signed by all signers.

• Trigger
  Contract Withdrawn

  Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".

• Trigger
  Signer Declined Signature

  Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature".

• Trigger
  Signer Viewed Contract

  Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract".

• Action
  Add Signer

  Add a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).

• Action
  Add Template

  Create a new reusable contract template. POST /api/templates (Templates - New).

• Action
  Create Contract

  Creates a new contract.

• Action
  Delete Signer

  Remove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).

• Action
  Delete Template

  Delete a contract template. DELETE /api/templates/:id (Templates - Delete).

• Action
  Get Contract

  Retrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).

• Action
  Get Template

  Retrieve a contract template's details. GET /api/templates/:id (Templates - Query).

• Action
  List Templates

  List all contract templates in the account. GET /api/templates (Templates - List).

• Action
  Send Contract Draft

  Send a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).

• Action
  Update Template

  Update an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).

• Action
  Withdraw Contract

  Withdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).

• 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.

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