Integration

Connect Heartbeat to Meisterplan

When something happens in Heartbeat, 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.

Heartbeat4 triggersHeartbeat6 actionsMeisterplan19 actions

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What do you want Heartbeat 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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Everything your agent can do with Heartbeat and Meisterplan

Triggers and actions 4 triggers · 25 actions

Trigger
Abandoned Invitation Link
Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account.
Trigger
Course Completed
Triggers when a user completes a course.
Trigger
New Event
Triggers when a new event is created.
Trigger
New Event RSVP
Triggers when someone RSVPs to an event.
Action
Create Event
Creates an event in a Heartbeat community and optionally invites people or groups.
Action
Create Group
Creates a group in a Heartbeat community, optionally nested under another group and seeded with members.
Action
Create Thread
Posts a new thread in a Heartbeat channel.
Action
Deactivate User
Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place.
Action
List Channels
Returns all channels in the Heartbeat community, with each channel's name, emoji and type.
Action
List Threads
Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time.
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 Heartbeat