Integration

Connect JotForm to Meisterplan

When something happens in JotForm, 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.

JotForm2 triggersJotForm35 actionsMeisterplan19 actions

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Everything your agent can do with JotForm and Meisterplan

Triggers and actions 2 triggers · 54 actions

Trigger
New Form Submission
Polling trigger: fires when a new submission is received for the specified form.
Trigger
New Form Submission (instant)
Fires instantly via a self-registered JotForm webhook whenever the selected form receives a new submission. Instant alternative to the New Form Submission poller — the platform registers the webhook on activation and removes it on deactivation.
Action
Add New Question to Specified Form
Add new question to specified form
Action
Add or Edit a Single Question Properties
Add or edit a single question properties
Action
Add Resources to Label
Add Resources to Label
Action
Add Submissions to the Form
Add Submissions to the Form
Action
Clone Form
Clone an existing form.
Action
Create Folder
Create Folder
Action
Create Form
Create a new form
Action
Create or Replace Form
Create new forms
Action
Create Report
Create report
Action
Create Submission
Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.
Action
Delete a Report
Delete a Report
Action
Delete Folder
Delete Folder
Action
Delete Form
Delete a form (moves to trash).
Action
Delete Form Question
Delete Form Question
Action
Delete Submission
Delete a single submission.
Action
Edit Submission Data
Edit Submission Data
Action
Get Details About a Question
Get Details About a Question
Action
Get Folder
Get details of a specific folder including the forms it contains.
Action
Get Form
Get the details of a specific form.
Action
Get Form Files
List files uploaded to a form's submissions.
Action
Get Form Questions
Get a list of all questions on a form.
Action
Get History
Get History
Action
Get Label Resources
Get Label Resources
Action
Get Report Details
Get Report Details
Action
Get Submission
Get details of a specific submission.
Action
Get User Reports
Get User Reports
Action
List Account Submissions
List all submissions across all forms on the account.
Action
List Folders
Get a list of form folders on the account.
Action
List Form Reports
List all reports for a specific form.
Action
List Forms
List all forms on the account.
Action
List Form Submissions
List submissions for a specific form.
Action
Remove Resources from Label
Remove Resources from Label
Action
Replace Form Properties
Add or edit properties of a specific form
Action
Set Form Properties
Add or edit properties of a specific form
Action
Update Folder
Update Folder
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 JotForm