Integration
Connect HappyFox Chat to Meisterplan
When something happens in HappyFox Chat, 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.
Build it
What do you want HappyFox Chat 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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Connect Claude CodeEverything your agent can do with HappyFox Chat and Meisterplan
Triggers and actions 3 triggers ยท 27 actions
Trigger
Finished ChatTriggered when a chat in HappyFox Chat ends and its transcript is created.
Trigger
New Missed ChatTriggered when a chat in HappyFox Chat ends without an agent answering it.
Trigger
New Offline MessageTriggered when a visitor leaves an offline message in HappyFox Chat.
Action
Get agentReturns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.
Action
Get departmentReturns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.
Action
List agentsReturns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.
Action
List canned responsesReturns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.
Action
List departmentsReturns the departments on your HappyFox Chat account, with their names and the agents assigned to each.
Action
List offline messagesReturns the offline messages visitors left in HappyFox Chat while no agent was available.
Action
List transcriptsReturns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.
Action
List visitorsReturns the visitors known to your HappyFox Chat account, with their contact details and browsing information.
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.
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