Integration

Connect Intercom to Meisterplan

When something happens in Intercom, 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.

Intercom8 triggersIntercom30 actionsMeisterplan19 actions

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Everything your agent can do with Intercom and Meisterplan

Triggers and actions 8 triggers · 49 actions

Trigger
New company
Fires when a new company is created. Poll GET /companies ordered by created_at.
Trigger
New conversation
Polls for conversations, most recently updated first. Fires for each new conversation.
Trigger
New lead
Instant trigger: fires when a new lead is created in Intercom (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New note on conversation
Instant trigger: fires when a note is added to an Intercom conversation (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New or updated contact
Polls for contacts, most recently updated first. Fires for each new or updated contact.
Trigger
New tag on a conversation
Instant trigger: fires when a tag is added to an Intercom conversation (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New tag on a user
Instant trigger: fires when a tag is added to an Intercom user (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New ticket
Fires when a new ticket is created. Poll GET /tickets/search or /tickets ordered by created_at.
Action
Add company
Create (or upsert) a company in Intercom. POST /companies.
Action
Add note to contact
Adds a note to the specified contact as the specified admin.
Action
Add note to conversation
Adds an internal note to the specified conversation as an admin.
Action
Add tag to contact
Attaches a tag to the specified contact.
Action
Add ticket
Create a support ticket. POST /tickets.
Action
Assign conversation
Assigns the conversation to an admin or team.
Action
Close conversation
Closes the specified conversation.
Action
Create contact
Creates a new contact (role user or lead) in Intercom.
Action
Create message
Creates an admin-initiated email or in-app message to a contact.
Action
Delete company
Delete a company by ID. DELETE /companies/{company_id}.
Action
Delete contact
Deletes a contact by ID.
Action
Find admin by email
Fetches an admin's details. Lists all admins; match by email.
Action
Find contact by email
Searches contacts by email and returns matches.
Action
Find tickets
Search tickets by criteria. POST /tickets/search.
Action
Get company
Retrieve a company by ID. GET /companies/{company_id}.
Action
Get contact
Fetches a contact's details by ID.
Action
Get conversation
Fetches a conversation's details by ID.
Action
Get ticket
Retrieve a ticket by ID. GET /tickets/{ticket_id}.
Action
List companies
List all companies. GET /companies.
Action
List segments
List all segments. GET /segments.
Action
List tags
Lists all tags for the workspace.
Action
Open conversation
Opens (marks open) the specified conversation.
Action
Remove tag from contact
Detaches a tag from the specified contact.
Action
Send conversation reply
Sends a reply to the specified conversation as an admin.
Action
Snooze conversation
Snoozes the specified conversation until the given unix timestamp.
Action
Start conversation
Starts a new conversation with the specified contact.
Action
Track event
Submit a data event for a contact. POST /events.
Action
Update company
Update an existing company. PUT /companies/{company_id}.
Action
Update contact
Updates an existing contact specified by ID.
Action
Update ticket
Update an existing ticket. PUT /tickets/{ticket_id}.
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 Intercom