Integration
Connect Expiration Reminder to Meisterplan
When something happens in Expiration Reminder, 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 Expiration Reminder and Meisterplan to do together?
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Triggers and actions 3 triggers · 34 actions
Trigger
New ContactTriggered when a new contact is added to your Expiration Reminder account.
Trigger
New Expiration ItemTriggered when a new expiration item is added to your Expiration Reminder account.
Trigger
Status Changed Expiration ItemTriggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
Action
Add LocationCreates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
Action
Create ContactCreates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
Action
Create Expiration ItemCreates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
Action
Create Expiration Item for ContactCreates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
Action
Delete ContactDeletes a contact from Expiration Reminder. Returns the contact record that was deleted.
Action
Delete Expiration ItemDeletes an expiration item from Expiration Reminder. Returns the item record after deletion.
Action
Find ContactReturns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
Action
Find ExpirationReturns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
Action
Get ContactReturns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
Action
Get Expiration ItemReturns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
Action
List ContactsReturns the contacts in your Expiration Reminder account, with the total number of contacts.
Action
List Expiration ItemsReturns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
Action
List LocationsReturns the locations in your Expiration Reminder account, with the total number of locations.
Action
Renew ExpirationRenews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
Action
Update Expiration ItemUpdates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
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 — 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 — 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 — 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.
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